mcpbizapps
Book a demo

Procurement and expenses · Available

Navan for Claude, ChatGPT and Copilot

Travel managers field questions about Navan all day. Travellers, managers and travel teams can now ask Claude, ChatGPT or Copilot about upcoming trips and bookings, which bookings broke policy and why, expenses missing receipts, travel spend against budget and approval requests waiting. Every update is previewed. The updates Navan accepts through the connection are agreed with your travel team during a guided pilot.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Navan?

Questions from account executive, sales director, travel manager and others, answered from live Navan data and only for the people allowed to see them.

Records it works with

  • Trips
  • Bookings
  • Expenses
  • Travel policies
  • Approval requests
  • Navan cards
  • Budgets
  • Account executive

    “What is my hotel confirmation for the Chicago trip next Tuesday?”

  • Sales director

    “Which out-of-policy bookings from my team are waiting for my approval?”

  • Travel manager

    “What share of flights this quarter were booked fewer than seven days before departure?”

  • Finance analyst

    “How does travel spend for the New York office compare with its budget this year?”

  • Executive assistant

    “Which trips for the leadership team overlap with the board meeting week?”

  • Expense approver

    “Which Navan card expenses from last week are missing receipts?”

Changes, governed

What the assistant can prepare in Navan

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Navan under a named person.

  • Record a manager’s decision on an out-of-policy booking

    Only the traveller’s own manager can decide, and fares more than 20% above policy also need the travel manager.

  • Add a receipt and purpose to a card expense

    A receipt and trip purpose complete the record, and the traveller confirms them.

  • Flag a travel expense for finance review with a note

    The note goes to finance for review; the expense approver confirms its wording.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Navan

Navan knows who travels where and when, along with loyalty numbers and card spend. For executives that is a security matter. Their trips can be hidden from everyone except their assistants and the travel manager, and out of policy decisions stay with the traveller’s own manager.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Navan records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Navan gets connected

We connect Navan for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Navan questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Navan administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Navan questions

Can the assistant book travel in Navan?

No. Booking stays in Navan, where your travel policy and inventory live. The assistant answers trip, expense and policy questions. Any updates, such as expense notes, depend on what your Navan setup allows and are agreed in the pilot.

Can executive travel be kept private?

Yes. Roles can hide trips for named people or groups, so only their assistants and the travel manager can ask about them. Any question about such a trip is recorded against the person who asked.

Does it explain why a booking was out of policy?

Yes. It reads the policy rule that was broken, such as fare class or nightly rate, and shows how far over the booking was, so a manager can decide quickly.

Does mcpbizapps keep a copy of our Navan data?

No. When someone asks a question, mcpbizapps reads the answer live from Navan through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Navan is a trademark of its owner. mcpbizapps is not affiliated with Navan; the name describes the connection only.

Related

Often connected alongside Navan

All Procurement and expenses apps

Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.

Start

Bring Navan into your AI assistant

Tell us how your team uses Navan, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Navan pilot

We use these details only to reply to you. They are emailed to our team and not stored on this website. See website privacy.

Last updated