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Navan reference architecture

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/navan-pack/skills/navan-reference-architecture

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Use when designing a production Navan API integration architecture \u2014\ \ API gateway, token management, data sync pipelines, ERP connectors, and monitoring\ \ stack. Trigger with "navan reference architecture" or "navan integration architecture"\ .

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SKILL.md

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Navan Reference Architecture

Overview

Production-grade architecture for Navan API integrations. Navan provides raw REST endpoints with OAuth 2.0 — no SDK, no webhooks, no sandbox. This architecture handles those constraints with five purpose-built layers.

Prerequisites

  • Navan API credentials from Admin > Travel admin > Settings > Integrations
  • Cloud infrastructure (AWS, GCP, or Azure) for hosting integration services
  • Data warehouse for BOOKING and TRANSACTION tables
  • Understanding of OAuth 2.0 client credentials flow

Instructions

Architecture Overview

┌──────────────────────────────────────────────────────────────────┐
│                        CONSUMERS                                 │
│   Travel Dashboard  │  Expense Reports  │  Finance System        │
└────────┬────────────┴────────┬──────────┴────────┬───────────────┘
         │                     │                    │
┌────────▼─────────────────────▼────────────────────▼───────────────┐
│  LAYER 1: API GATEWAY                                             │
│  ┌─────────────┐  ┌──────────────┐  ┌─────────────────────────┐  │
│  │ Rate Limiter │  │ Request Log  │  │ Circuit Breaker (5xx)   │  │
│  └─────────────┘  └──────────────┘  └─────────────────────────┘  │
└────────┬─────────────────────────────────────────────────────────┘
         │
┌────────▼─────────────────────────────────────────────────────────┐
│  LAYER 2: TOKEN MANAGEMENT SERVICE                                │
│  ┌──────────────────┐  ┌──────────────┐  ┌────────────────────┐  │
│  │ OAuth Client Cred │  │ Token Cache  │  │ Auto-Refresh       │  │
│  │ POST /ta-auth/    │  │ (Redis/KMS)  │  │ (before expiry)    │  │
│  └──────────────────┘  └──────────────┘  └────────────────────┘  │
└────────┬─────────────────────────────────────────────────────────┘
         │
┌────────▼─────────────────────────────────────────────────────────┐
│  LAYER 3: NAVAN API CLIENT                                        │
│  ┌───────────────┐  ┌──────────────┐  ┌────────────────────────┐ │
│  │ /get_user_trips│  │ /get_users   │  │ /get_admin_trips      │ │
│  │ /get_invoices  │  │ /get_itin_pdf│  │ /reauthenticate       │ │
│  └───────────────┘  └──────────────┘  └────────────────────────┘ │
└────────┬────────────────────┬────────────────────────────────────┘
         │                    │
┌────────▼──────────┐ ┌──────▼─────────────────────────────────────┐
│  LAYER 4: DATA    │ │  LAYER 5: MONITORING                       │
│  SYNC PIPELINE    │ │  ┌──────────┐ ┌─────────┐ ┌────────────┐  │
│ ┌───────────────┐ │ │  │ API Call  │ │ Error   │ │ Token      │  │
│ │ Fivetran /    │ │ │  │ Metrics  │ │ Alerts  │ │ Expiry     │  │
│ │ Airbyte /     │ │ │  │ (volume, │ │ (PD/    │ │ Monitor    │  │
│ │ Estuary       │ │ │  │  latency)│ │  Slack) │ │            │  │
│ ├───────────────┤ │ │  └──────────┘ └─────────┘ └────────────┘  │
│ │ BOOKING table │ │ │                                             │
│ │ (weekly full) │ │ └─────────────────────────────────────────────┘
│ ├───────────────┤ │
│ │ TRANSACTION   │ │
│ │ (incremental) │ │
│ ├───────────────┤ │
│ │ ERP Connector │ │
│ │ (SAP/NetSuite)│ │
│ └───────────────┘ │
└───────────────────┘

Layer 1 — API Gateway

The gateway provides rate limiting, request logging, and circuit breaking before any call reaches Navan.

# Example: test gateway → Navan connectivity
curl -s -w "connect: %{time_connect}s | ttfb: %{time_starttransfer}s | total: %{time_total}s\n" \
  -o /dev/null "https://api.navan.com/ta-auth/oauth/token"

Key decisions:

  • Rate limiter: Token bucket at 80% of Navan's observed rate limit to provide buffer
  • Circuit breaker: Open after 5 consecutive 5xx responses; half-open after 60 seconds
  • Request log: Structured JSON with correlation ID, endpoint, response code, and latency

Layer 2 — Token Management Service

Centralized OAuth lifecycle management. Navan uses client_credentials grant type via POST /ta-auth/oauth/token.

# Token acquisition
TOKEN_RESPONSE=$(curl -s -X POST "https://api.navan.com/ta-auth/oauth/token" \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials&client_id=$NAVAN_CLIENT_ID&client_secret=$NAVAN_CLIENT_SECRET")

TOKEN=$(echo "$TOKEN_RESPONSE" | jq -r '.access_token')
EXPIRES=$(echo "$TOKEN_RESPONSE" | jq -r '.expires_in')
echo "Token acquired, expires in: ${EXPIRES}s"

Design principles:

  • Cache tokens in Redis or KMS-encrypted storage — never in application memory across restarts
  • Refresh tokens proactively 5 minutes before expiry
  • Support multi-tenant scenarios with per-tenant credential isolation

Layer 3 — Navan API Client

Thin wrapper around Navan's REST endpoints with consistent error handling:

EndpointMethodPurposeData Table
/ta-auth/oauth/tokenPOSTOAuth token acquisition
/v1/bookingsGETBooking recordsBOOKING
/v1/usersGETEmployee directory

Layer 4 — Data Sync Pipeline

Navan has no push/webhook mechanism — all data sync is poll-based.

TableSync StrategyFrequencyConnector
BOOKINGFull refreshWeeklyFivetran, Airbyte, or Estuary
TRANSACTIONIncremental (by date range)Daily/hourlyFivetran, Airbyte, or custom

Connector selection:

  • Fivetran: Managed, pre-built Navan connector, minimal configuration
  • Airbyte: Open-source, self-hosted option, custom connector support
  • Estuary: Real-time CDC where available, hybrid approach

Layer 5 — Monitoring Stack

MetricAlert ThresholdChannel
API error rate> 5% over 5 minutesPagerDuty (P2)
Token refresh failureAny failurePagerDuty (P1)
API response latencyp95 > 5 secondsSlack
Data sync stalenessBOOKING > 8 days oldSlack
Rate limit proximity> 80% utilizationSlack

Output

  • Architecture diagram adapted to your cloud provider and tooling
  • Component specifications for each of the five layers
  • Technology recommendations based on existing infrastructure
  • Data flow documentation for BOOKING and TRANSACTION pipelines

Error Handling

Failure ModeArchitecture Response
Token expiredLayer 2 auto-refreshes; Layer 1 retries transparently
Rate limited (429)Layer 1 queues requests; Layer 5 alerts on sustained throttling
API outage (5xx)Layer 1 circuit breaker opens; consumers get cached data
Data sync gapLayer 4 runs catch-up sync; Layer 5 alerts on staleness

Examples

Validate the full stack end-to-end:

# End-to-end integration test
echo "1. Auth..." && \
TOKEN=$(curl -s -X POST "https://api.navan.com/ta-auth/oauth/token" \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials&client_id=$NAVAN_CLIENT_ID&client_secret=$NAVAN_CLIENT_SECRET" \
  | jq -r '.access_token') && \
echo "2. Users..." && \
curl -s -H "Authorization: Bearer $TOKEN" \
  "https://api.navan.com/v1/users" | jq '.data | length' && \
echo "3. Bookings..." && \
curl -s -H "Authorization: Bearer $TOKEN" \
  "https://api.navan.com/v1/bookings?page=0&size=50" | jq '.data | length'

Resources

Next Steps

  • Use navan-prod-checklist to validate each layer before launch
  • Use navan-data-sync for detailed data pipeline configuration
  • Use navan-observability for monitoring stack implementation details

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