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Agent skill

Navan Core Workflow B

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Implement reconciliation of contracted Navan expense data with an ERP or finance control plane.

MITAuto-check passedBusiness, Finance & HR

Install Navan Core Workflow B

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill navan-core-workflow-b -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace navan-core-workflow-b --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/navan-core-workflow-b .claude/skills/navan-core-workflow-b && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
navan-core-workflow-b
GitHub stars
2.8k
Token cost
~950 tokens
SKILL.md length
400 words
Files
2 (incl. references)
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Implement reconciliation of contracted Navan expense data with an ERP or finance control plane.

  • Works in 6 steps: Define the accounting period, entities,… → Capture documented identifiers, amount… → Land source records and evidence hashes… → …
  • Operating the Expense API
  • SKILL.md covers Overview, Prerequisites, Current Contract and Authentication, plus 8 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Navan Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Implement reconciliation of contracted Navan expense data with an ERP or finance control plane. Use when operating the Expense API or a direct accounting integration. Trigger with "sync Navan expenses", "reconcile Navan spend", or "export Navan transactions".

Its SKILL.md is about 950 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/official-docs.md`). Compatibility notes: Designed for Claude Code; live or external Navan actions require network access and explicit approval

It sits in Business, Finance & HR, covering Accounting and bookkeeping. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Operating the Expense API
  • A direct accounting integration
  • With sync Navan expenses
  • Reconcile Navan spend

Example prompts

  • “sync Navan expenses”
  • “reconcile Navan spend”
  • “export Navan transactions”
  • “/navan-core-workflow-b”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code; live or external Navan actions require network access and explicit approval
  • Pre-approved tools (allowed-tools): Read, Glob, Grep, Write, Edit

Workflow steps

6 steps, taken from the first numbered list in SKILL.md.

  1. Define the accounting period, entities, currencies, and source record classes.
  2. Capture documented identifiers, amount semantics, lifecycle timestamps, and correction behavior.
  3. Land source records and evidence hashes without exposing receipt contents in logs.
  4. Map accounts, cost centers, tax, projects, and currencies through versioned rules.
  5. Reconcile totals and record-level lineage before posting or export.
  6. Route exceptions to a human queue and publish only after finance approval.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Glob
    • Grep
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code; live or external Navan actions require network access and explicit approval

    From compatibility in the SKILL.md frontmatter.

Context cost

Navan Core Workflow B loads about 950 tokens when it runs, and up to ~1.2k if it reads all its reference files. Until then it costs about 70 tokens; SKILL.md has 400 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~70
When it runs · the whole SKILL.md, loaded when a task matches
~950
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 400 words, ~950 tokens.

Download SKILL.mdSave it as .claude/skills/navan-core-workflow-b/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
navan-core-workflow-b
description
Implement reconciliation of contracted Navan expense data with an ERP or finance control plane. Use when operating the Expense API or a direct accounting integration. Trigger with "sync Navan expenses", "reconcile Navan spend", or "export Navan transactions".
allowed-tools
Read, Glob, Grep, Write, Edit
compatibility
Designed for Claude Code; live or external Navan actions require network access and explicit approval
argument-hint
<tenant> <ledger> <accounting-period>
version
1.9.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, navan, expenses
model
inherit
effort
high

Navan Expense Data Reconciliation

Overview

Implement reconciliation of contracted Navan expense data with an ERP or finance control plane. This workflow produces an auditable decision or artifact before any live action.

Prerequisites

  • Access to the selected tenant's current Navan Help Center and contracted integration documentation.
  • A named business owner and data owner for the travel or expense workflow.
  • A non-production evidence set with secrets and traveler data removed.

Current Contract

Navan publicly confirms an Expense API for custom ERP systems and direct accounting integrations. Transaction, receipt, reimbursement, approval, and settlement schemas are tenant-specific and must not be guessed from marketing pages.

Authentication

Separate read-only reconciliation access from any approval, reimbursement, card, or accounting write capability. Limit downstream access to finance roles with an explicit business purpose.

Instructions

  1. Define the accounting period, entities, currencies, and source record classes.
  2. Capture documented identifiers, amount semantics, lifecycle timestamps, and correction behavior.
  3. Land source records and evidence hashes without exposing receipt contents in logs.
  4. Map accounts, cost centers, tax, projects, and currencies through versioned rules.
  5. Reconcile totals and record-level lineage before posting or export.
  6. Route exceptions to a human queue and publish only after finance approval.

Tool Discipline

Use Read, Glob, and Grep to inspect documentation, schemas, configuration, code, fixtures, and evidence. Use Write and Edit only for approved repository artifacts. Invocation alone does not authorize network access, credentials, traveler or expense data, bookings, payments, policy or identity changes, file transfers, deployments, or deletion.

Show full SKILL.md (155 more words)Show less

Approval Boundaries

Any posting, approval, reimbursement, card action, policy change, or release of receipt data requires explicit authorized-human approval.

Error Handling

  • Do not convert currency without a named rate source and effective time.
  • Never infer approval from the presence of a transaction.
  • Stop when entity, period, or total controls do not reconcile.

Output

Return the period, entity matrix, source and ledger totals, exception classes, lineage receipt, and approval state. Identify assumptions, owners, expirations, and evidence gaps explicitly.

Examples

  • Reconcile approved expense data to a staging ledger.
  • Quarantine a transaction whose currency or entity mapping is missing.

Validation

Test duplicates, reversals, partial reimbursements, late receipts, multi-currency records, closed periods, and denied posting approval. Record expected and observed results, including fail-closed behavior.

Resources

  • Current first-party evidence map — recheck dated sources and the selected tenant's in-account contract before relying on mutable endpoints, fields, entitlements, limits, or delivery behavior.
  • Record tenant observations as environment-specific evidence, never universal Navan guarantees.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/.curated/navan-core-workflow-b of jeremylongshore/tons-of-skills-marketplace.

  • SKILL.md
  • references/official-docs.md

Open the folder on GitHubat commit cfae287

Compare with similar skills

Navan Core Workflow B next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Navan Core Workflow B compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Navan Core Workflow B this skilljeremylongshore/tons-of-skills-marketplace2.8k—~950Automated safety check: PassMIT
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Radiology Tablehuang-sir1/radiology-skills1.9k—~1.3kAutomated safety check: PassCustom licence
ERPClaw ERP Controlleravansaber/erpclaw116—~18kAutomated safety check: PassGPL-3.0
Odoo Agency Fleet Reviewerpipe-org/mcp-odoo421—~699Automated safety check: PassMIT
Beancount Closebex-co/beancount-io297—~1.4kAutomated safety check: PassMIT

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Categories

Questions about Navan Core Workflow B

What does Navan Core Workflow B do?

Implement reconciliation of contracted Navan expense data with an ERP or finance control plane. Navan Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Implement reconciliation of contracted Navan expense data with an ERP or finance control plane.

When should I use Navan Core Workflow B?

Navan Core Workflow B fits situations like: operating the Expense API; A direct accounting integration; with sync Navan expenses; reconcile Navan spend.

How do I install Navan Core Workflow B in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill navan-core-workflow-b -a claude-code`. Or copy the skill folder (skills/.curated/navan-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/navan-core-workflow-b in your project. Claude Code loads it when a task matches its description.

How do I install Navan Core Workflow B in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill navan-core-workflow-b -a codex`. Or copy the skill folder (skills/.curated/navan-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/navan-core-workflow-b in your project. Codex loads it when a task matches its description.

Can I use Navan Core Workflow B in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill navan-core-workflow-b -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/navan-core-workflow-b, .gemini/skills/navan-core-workflow-b, .github/skills/navan-core-workflow-b and .opencode/skills/navan-core-workflow-b in your project.

What does Navan Core Workflow B need to run?

SKILL.md names no scripts, command-line tools or credentials: Navan Core Workflow B is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Glob, Grep, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code; live or external Navan actions require network access and explicit approval.

Does Navan Core Workflow B access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Navan Core Workflow B safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Navan Core Workflow B use?

Navan Core Workflow B is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Navan Core Workflow B use?

About 950 tokens (SKILL.md is roughly 3.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 281 tokens, read only when the agent opens those files.

What are the alternatives to Navan Core Workflow B?

Skills that share tags, products or a category with Navan Core Workflow B: Sync Upstream (nyaruka/phonenumbers, 1.6k stars), Radiology Table (huang-sir1/radiology-skills, 1.9k stars), ERPClaw ERP Controller (avansaber/erpclaw, 116 stars) and Odoo Agency Fleet Review (erpipe-org/mcp-odoo, 421 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Navan Core Workflow B?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.