Microsoft Copilot + Kroy

Microsoft Copilot works through Kroy — never around it.

  1. Microsoft Copilot connects to Kroy.

    Microsoft Copilot connects to Kroy as an AI client, not to your systems. It holds no credentials for anything behind Kroy.

  2. Kroy reaches your systems.

    Xero, Microsoft 365 and your databases connect to Kroy once. Kroy holds those credentials.

  3. What Microsoft Copilot may do.

    Through Kroy, Microsoft Copilot can read shared state, Update shared state and Use a Skill — only as far as its user is allowed.

  4. Some actions wait for a person.

    Publish artifact needs a named person to approve it before Kroy acts.

  5. Revoke in one place.

    Disconnect Microsoft Copilot from Kroy and it loses access to everything behind Kroy immediately.

Microsoft Copilot
Kroy
Xero
Microsoft 365
Databases
! Publish artifact

Microsoft Copilot via Kroy

  • kroy.state.read
  • kroy.state.update
  • !kroy.artifact.publish
  • Microsoft offers several Copilot prod…
Microsoft Copilot
Kroy
Xero
Microsoft 365
Databases
! Publish artifact

Microsoft Copilot via Kroy

  • kroy.state.read
  • kroy.state.update
  • !kroy.artifact.publish
  • Microsoft offers several Copilot prod…
Microsoft Copilot connecting to business systems through Kroy. Microsoft Copilot connects to Kroy.. Kroy reaches your systems.. What Microsoft Copilot may do.. Some actions wait for a person.. Revoke in one place..

Supported resources

  • Kroy State the person may see
  • Skills granted to the person and to the Copilot agent
  • Connector actions those Skills allow (for example Xero, Salesforce, PostgreSQL)
  • Artifacts and drafts

Authentication

The person signs in with Microsoft Entra ID and authorises the Copilot agent to act for them through Kroy. Copilot holds a Kroy delegation only; it never receives credentials for systems connected to Kroy.

Supported actions

CapabilityTypeDefault
kroy.state.read
Read shared state
readPolicy
kroy.state.update
Update shared state
writePolicy
kroy.skill.invoke
Use a Skill
writePolicy
kroy.artifact.draft_create
Create draft artifact
writePolicy
kroy.approval.request
Request human approval
writePolicy
kroy.artifact.publish
Publish artifact
writeHuman approval

Events

kroy.approval.grantedkroy.state.updated

Overview

Many organisations on Microsoft 365 have Copilot, and many of their staff also use Claude or ChatGPT. Each AI tool arrives with its own way of reaching business data. Kroy gives them one governed route.

Microsoft Copilot is an AI client. Business systems connect to Kroy through Connectors; Copilot connects to Kroy to use them, within the limits Kroy sets for each person.

How Copilot connects

Kroy exposes an MCP server. Copilot experiences that can call external tools — for example an agent built in Copilot Studio with an MCP tool — can add Kroy. Microsoft’s Copilot products and their extension options differ and change over time; check Microsoft’s current documentation for the product you use.

Where Kroy fits alongside Microsoft 365

Copilot already works with your Microsoft 365 content according to Microsoft’s own permissions. Kroy adds what sits outside that: Xero, Salesforce, an internal PostgreSQL database, shared Kroy State and Skills that define exactly what an agent may do. It also gives you the same rules for Copilot as for every other AI tool you allow.

Identity

With Microsoft Entra ID connected, the person signing in to Kroy is the same person using Copilot. Entra groups map to Kroy roles, and disabling a user in Entra ends their delegations to every AI agent.

Permissions

Kroy treats each Copilot agent as an agent with its own identity, linked to a person by a delegation. Kroy decides every request against the person, the agent, the delegation, the policy and any approval.

Security

Copilot holds only a Kroy delegation. It never receives the credentials Kroy holds for connected systems. Every request, approval and refusal is recorded.

Limitations

  • Microsoft offers several Copilot products with different extension options. Support depends on the product, licence and its current connector capabilities.
  • Connecting to Kroy is typically set up by an administrator, for example as a tool in a Copilot Studio agent.
  • Kroy does not change what Copilot can already reach through Microsoft 365 and Microsoft Graph. It governs only what Copilot does through Kroy.
  • Copilot can do only what Kroy allows for the person it acts for.