The context layer for your data
What your business means, in one place.
Symbric Context is a context layer that holds what your business means: what counts as an active customer, how revenue is measured, which system holds which fact, and who is allowed to see it. Assembled from the systems you already run. You own it.
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Lower maintenance. More accurate answers. More confidence to act.
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Lower maintenance cost
Symbric detects product, schema, and definition changes, then revalidates the context they affect. Your team spends less time tracking drift and repairing stale definitions.
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More accurate AI answers
Symbric reads business logic across your warehouse, codebase, queries, dashboards, documents, and spreadsheets. Agents reason from the full business picture.
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Answers people can trust
Every answer shows where it came from and which checks it passed, so your team can verify it before acting.
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Your systems feed it. Every operation reads it.
Diagram. Your systems of record feed the Business Context Engine. The Symbric AI core reads the engine, then acts in your systems of action, in the scope you agree to.
Systems of record
Database
CRM
ERP
Billing
Documents
Spreadsheets
Business Context EngineRead before the work runs
DefinitionsWhat counts as an active customer, and at what grain.
MetricsHow revenue is measured, and which month it lands in.
Where each fact livesWhich system to believe when two disagree.
Working knowledgeWhich cases are exceptions, and who decided.
PoliciesWhat needs approval, and above which limit.
Access rulesWho can see what, and what is masked before a model sees it.
Versioned in your repository, reviewed like codeRe-validated when a column, table or upstream definition changes
Symbric AI core
- Gather
- Reconcile
- Investigate
- Decide
- Execute or escalate
Systems of action, in the scope you agree to
CRM
ERP
Billing
Ticketing
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It reads what's running. Nothing moves first.
Schemas, table relationships, the queries your team already writes, and the business logic sitting in code, dashboards and spreadsheets: Symbric reads all of it and reconciles it into one model. Nothing has to move first.
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Every definition is a file you can read.
Entities, join paths, caveats and permissions each live as a plain, versioned file: reviewable, diffable, testable, held in the customer's own repository and warehouse. Readable without us. That's what makes it an asset the customer owns outright.
context/entities/customer.ymlpull request #58
entity customer:
grain: account_id
- active_if: last_login_at within 30d
+ active_if: subscription.status = 'active'
owner: revops
This is the job a semantic layer does. Symbric builds it from the systems you already run and leaves you owning the files.
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A defined metric covers a fraction of what you know.
The rest is working knowledge: what counts as enterprise, which quarter an exception applied to, why one number excludes a category. Context captures it where the work happens, in the tools the team already uses.
That makes the context self-improving: every question, correction, and confirmed rule improves the next answer for every tool and teammate.
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It notices when the ground moves.
Columns get added. Tables get renamed. Definitions move to a different system. None of it waits for a person to notice.
- detecta column, table or upstream definition changes
- re-readevery table and query the change touches
- re-validatethe definitions that depend on it
- refreshevery tool is current on its next call
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Access is governed the same way definitions are.
Access is governed by your own roles and row scoping, personal data is masked before it reaches a model, and writes to the layer are logged.
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What it plugs into.
Warehouses
- Snowflake
- Databricks
- BigQuery
- Postgres
Systems of record
- Salesforce
- Stripe
- NetSuite
- HubSpot
Agents and MCP clients
- Claude Code
- Cursor
- ChatGPT
- Any MCP client
- Built from the systems you already run. Nothing has to move first.
- The layer reads. It never writes to your database or warehouse.
- We never train models on your data. Model calls run under your own key.