KroyDB

Put your business in Kroy.

  1. Start with an empty record.

    A client is more than a folder. In KroyDB it is an entity with a schema and a place in your organisation.

  2. Entities attach to the network.

    Clients, projects and contacts become structured records Kroy can reason about.

  3. Relationships form.

    ABC Limited relates to its directors, accounts, projects, documents and tasks — so an AI can answer questions that span them.

  4. Import, don’t upload.

    A CSV client list becomes fifty client entities, not a file sitting in a folder.

  5. Permissions travel with the data.

    Every entity is governed by Kroy. Who may see a record is decided by Kroy, not by what happened to be pasted.

KroyDB
CLIENT
PROJECT
CONTACT
ABC LTD client
Directors
Accounts
Projects
Documents
Tasks
clients.csv
50 CLIENT ENTITIES

ABC Limited · access

  • Client manager · full record
  • Client · approved accounts only
  • AI · as its user allows
  • Other teams
KroyDB
CLIENT
PROJECT
CONTACT
ABC LTD client
Directors
Accounts
Projects
Documents
Tasks
clients.csv
50 CLIENT ENTITIES

ABC Limited · access

  • Client manager · full record
  • Client · approved accounts only
  • AI · as its user allows
  • Other teams
A client entity forming relationships in KroyDB. Start with an empty record.. Entities attach to the network.. Relationships form.. Import, don’t upload.. Permissions travel with the data..

What it is

Kroy is not only a gateway to other systems. It is a database in its own right. KroyDB stores organisational information as entities — a client, a project, a supplier, a policy, a decision — each with a schema, relationships to other entities and a permission model.

Typical entities include clients, projects, matters, products, services, contacts, suppliers, articles, policies, decisions, tasks, requests, assets, locations, FAQs, Skills and Artifacts.

Why it exists

A great deal of what an organisation knows has no proper home. It lives in spreadsheets, in email threads and in people’s heads. When an AI needs it, someone pastes it into a chat — and the next conversation starts from nothing.

KroyDB gives that information a structured, governed home that every authorised AI can reach.

How it works

  • Import, don’t upload. A CSV client list becomes structured client entities, not a file sitting in a folder.
  • Relationships are first-class. A client relates to its projects, contacts, deadlines and documents, so an AI can answer questions that span them.
  • Permissions travel with the data. Every entity is subject to Kroy’s policies, so what a person or agent can see is decided by Kroy, not by what happened to be pasted.
  • Store or connect. Where a system such as Xero remains authoritative, Kroy connects to it instead of copying it.

What permissions apply

Access to every entity is resolved by Kroy Control: the person, the agent acting for them, the delegation between them and the organisation’s policies. Different audiences receive different projections of the same entity.

Case Studies using KroyDB

Professional services · Financial services

Preparing a board pack with AI, and sharing it with the board

Claude assembles a draft board pack from Xero, Salesforce and KroyDB. The finance director approves it, and it appears in the board Channel. Directors can query the approved pack with their own AI, but not the ledger behind it.

ClaudeChatGPTXeroSalesforce

Accountancy

Onboarding a new client with AI — while the AML review stays internal

Claude sets up the client record, drafts the engagement letter and document request, and prepares the AML checklist for a person. Only the practice’s nominated officer can complete the AML review, and the client never sees it.

ClaudeOutlookSharePointXero

Consulting

Shared project state across a consulting team’s AI tools

Claude, ChatGPT and Copilot read and update one project State in Kroy. Work handed from one consultant’s AI to another carries its context. Changing a client-agreed decision needs the engagement lead’s approval.

ClaudeChatGPTMicrosoft CopilotSharePoint

Legal

A client document room with an expiry date

The buyer’s advisers can read, and ask their own AI about, the documents in the room until the expiry date. Anything outside the room, and any request after expiry, is refused.

ClaudeChatGPTSharePoint

Legal

Reviewing a contract against the firm’s playbook with Claude

Claude compares the contract with the firm’s playbook and saves a clause-by-clause review note to the matter. It cannot reach other matters or send anything to the other side.

ClaudeSharePointOutlook

Legal

Handing over a legal matter between people and their AI

Claude prepares a handover note from the matter’s state. After a partner reassigns the matter, the new fee earner’s ChatGPT reads the same state and continues. Neither AI can reassign the matter.

ClaudeChatGPTSharePointOutlook