---

name: flexport-core-workflow-b description: >- Create and reconcile Flexport purchase orders, commercial invoices, and shipment documents without inventing update semantics. Use when moving approved trade data into Flexport or attaching documents. Trigger with: "create Flexport purchase order", "upload Flexport document", "submit commercial invoice". allowed-tools: Read, Grep, Write, Edit version: 2.0.0 argument-hint: '[document-type-and-approved-record]' model: inherit effort: high license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

• saas
• flexport
• documents
• trade compatibility: 'Requires endpoint-scoped Flexport credentials, approved trade data, and any account enablement required for commercial invoices.'

---

Flexport Trade Document Workflow

Overview

Treat structured trade records and uploaded files as separate governed operations. Validate referenced network entities first, apply only documented create/update behavior, and never assume an uploaded document can be updated in place.

Prerequisites

• Approved source record and data owner
• Resolved Flexport entity, location, shipment, and product references
• Document malware scan, MIME policy, and retention decision

Instructions

Step 1: Select the resource

Choose purchase order, commercial invoice, or document from the business outcome; do not overload one endpoint with another resource's fields.

Step 2: Resolve references

Verify network entity, location, shipment, and product identifiers with read-only lookups before mutation.

Step 3: Validate permissions

Confirm the OAuth credential includes the required endpoint resource. Commercial invoice create/update also requires Flexport-side enablement and permission.

Step 4: Submit once

Persist an operation digest, then use the documented endpoint: /purchase_orders, /commercial_invoices, or /documents. Base64 document content must remain within the documented 10 MB pre-encoding limit.

Step 5: Reconcile the result

Store opaque returned IDs and retrieve the resource. For documents, replace through an approved new upload rather than inventing an update call.

Step 6: Record lineage

Link the Flexport resource to the approved source revision, actor, version header, and redacted outcome.

Authentication

REST calls authenticate with a cached OAuth 2.0 client-credentials Bearer token using audience https://api.flexport.com, or an explicitly accepted broad API key. Use distinct credentials per workload and never log credentials or tokens. MCP calls use the authenticated connection to https://mcp.flexport.com/mcp and remain subject to each tool's documented account permissions.

Tool Discipline

Use Read and Grep for discovery and evidence. Use Write or Edit only for the approved artifact, code, configuration, test, or receipt described by this workflow; do not make an unapproved Flexport-side change.

Output

• Scoped decision or implementation artifact
• Redacted operation and validation receipt
• Failure, rollback, and follow-up ownership record

Return a machine-reviewable receipt in this shape; adapt the operation values, but never place credentials or provider payloads in it:

surface: rest-v3
operation: shipment-read
decision: approved
outcome: verified
evidence:
  release_sha: recorded-out-of-band
  provider_reference: redacted
rollback_owner: logistics-platform

Examples

A validated commercial invoice is enabled for the client, submitted once, read back by its opaque ID, and linked to the source revision. A corrected file becomes a separately approved document rather than an undocumented in-place edit.

Error Handling

Failure	Response
422 response	Correct the source payload; do not retry unchanged validation failures.
Commercial invoice disabled	Stop and request Flexport enablement/permission.
Document too large	Reject before base64 encoding and route to an approved alternative.
Ambiguous create	Retrieve or reconcile by known business references before resubmission.

Resources

• First-party source notes
• Purchase order tutorial
• Commercial invoice tutorial
• Documents tutorial