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Agent skill

Navan Migration Deep Dive

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

Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation.

MITAuto-check passedBusiness, Finance & HR

Install Navan Migration Deep Dive

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill navan-migration-deep-dive -a claude-code

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace navan-migration-deep-dive --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-migration-deep-dive .claude/skills/navan-migration-deep-dive && 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-migration-deep-dive
GitHub stars
2.8k
Token cost
~962 tokens
SKILL.md length
381 words
Files
2 (incl. references)
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation.

  • Works in 6 steps: Inventory legacy workflows, data,… → Capture Navan tenant contracts and map… → Define historical migration, open-item… → …
  • Replacing a TMC
  • 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 Migration Deep Dive is an agent skill from jeremylongshore/tons-of-skills-marketplace. Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation. Use when replacing a TMC, expense platform, card feed, or custom integration. Trigger with "migrate to Navan", "Navan cutover", or "replace travel platform".

Its SKILL.md is about 960 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

  • Replacing a TMC
  • Expense platform
  • Custom integration
  • With migrate to Navan

Example prompts

  • “migrate to Navan”
  • “Navan cutover”
  • “replace travel platform”
  • “/navan-migration-deep-dive”

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. Inventory legacy workflows, data, owners, obligations, integrations, and open items.
  2. Capture Navan tenant contracts and map concepts with loss and ambiguity labels.
  3. Define historical migration, open-item transition, and future-state interfaces separately.
  4. Rehearse with synthetic and approved bounded data.
  5. Dual-run or shadow-process a controlled period and reconcile travelers, bookings, expenses, cards, and totals.
  6. Cut over with freeze, communication, rollback, legacy retention, and decommission gates.

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 Migration Deep Dive loads about 962 tokens when it runs, and up to ~1.3k if it reads all its reference files. Until then it costs about 73 tokens; SKILL.md has 381 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~73
When it runs · the whole SKILL.md, loaded when a task matches
~962
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.3k

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). 381 words, ~962 tokens.

Download SKILL.mdSave it as .claude/skills/navan-migration-deep-dive/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
navan-migration-deep-dive
description
Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation. Use when replacing a TMC, expense platform, card feed, or custom integration. Trigger with "migrate to Navan", "Navan cutover", or "replace travel platform".
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
<legacy-system> <navan-surfaces> <cutover-window>
version
1.9.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, navan, migration
model
inherit
effort
high

Navan Platform Migration Reconciliation

Overview

Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation. 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

Migration must reconcile legacy and Navan concepts rather than forcing field-for-field equivalence. Booking lifecycle, traveler profile, policy, card, expense, receipt, currency, approval, and accounting meanings require explicit mapping.

Authentication

Use separate migration identities and time-bound access. Avoid copying legacy secrets, personal data, or administrator privileges into steady-state integration accounts.

Instructions

  1. Inventory legacy workflows, data, owners, obligations, integrations, and open items.
  2. Capture Navan tenant contracts and map concepts with loss and ambiguity labels.
  3. Define historical migration, open-item transition, and future-state interfaces separately.
  4. Rehearse with synthetic and approved bounded data.
  5. Dual-run or shadow-process a controlled period and reconcile travelers, bookings, expenses, cards, and totals.
  6. Cut over with freeze, communication, rollback, legacy retention, and decommission gates.

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 (142 more words)Show less

Approval Boundaries

Historical data movement, traveler communication, policy conversion, card or payment change, production cutover, and legacy deletion require authorized owners.

Error Handling

  • Do not manufacture missing legacy meaning.
  • Keep unresolved open items visible through cutover.
  • No legacy deletion before legal, finance, privacy, and rollback gates close.

Output

Return the concept map, data disposition, dual-run evidence, open-item register, cutover plan, rollback, and decommission record. Identify assumptions, owners, expirations, and evidence gaps explicitly.

Examples

  • Move booking reporting while preserving legacy trip lineage.
  • Transition expense reconciliation without duplicating reimbursements.

Validation

Reconcile representative historical, open, cancelled, corrected, refunded, personal, and multi-currency cases. 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-migration-deep-dive of jeremylongshore/tons-of-skills-marketplace.

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

Open the folder on GitHubat commit cfae287

Compare with similar skills

Navan Migration Deep Dive 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 Migration Deep Dive compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Navan Migration Deep Dive this skilljeremylongshore/tons-of-skills-marketplace2.8k—~962Automated 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 Migration Deep Dive

What does Navan Migration Deep Dive do?

Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation. Navan Migration Deep Dive is an agent skill from jeremylongshore/tons-of-skills-marketplace. Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation.

When should I use Navan Migration Deep Dive?

Navan Migration Deep Dive fits situations like: replacing a TMC; expense platform; custom integration; with migrate to Navan.

How do I install Navan Migration Deep Dive in Claude Code?

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

How do I install Navan Migration Deep Dive in Codex?

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

Can I use Navan Migration Deep Dive 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-migration-deep-dive -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-migration-deep-dive, .gemini/skills/navan-migration-deep-dive, .github/skills/navan-migration-deep-dive and .opencode/skills/navan-migration-deep-dive in your project.

What does Navan Migration Deep Dive need to run?

SKILL.md names no scripts, command-line tools or credentials: Navan Migration Deep Dive 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 Migration Deep Dive 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 Migration Deep Dive 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 Migration Deep Dive use?

Navan Migration Deep Dive 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 Migration Deep Dive use?

About 962 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 288 tokens, read only when the agent opens those files.

What are the alternatives to Navan Migration Deep Dive?

Skills that share tags, products or a category with Navan Migration Deep Dive: 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 Migration Deep Dive?

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.