---
title: "RevSure MCP PII Policies"
slug: "revsure-mcp-pii-policies"
updated: 2026-08-24T10:06:31Z
published: 2026-08-24T10:06:31Z
canonical: "documents.revsure.ai/revsure-mcp-pii-policies"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documents.revsure.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# RevSure MCP PII Policies

# **PII & Data Handling**

This document describes the personal data (PII) processed by the RevSure MCP integration, where it comes from, and the controls RevSure provides to classify and mask it.

## **Overview**

The RevSure MCP integration exposes a tenant’s go-to-market (GTM) marketing and sales attribution data through MCP tools. The data model consists of ~1,200+ **dimensions** (fields). The large majority are **non-personal business and analytics data** — funnel-stage metrics, pipeline and opportunity values, campaign spend and performance, attribution scores, and aggregate journey data.

A subset are **personal data** relating to identifiable people. This document covers what that subset is and how it is handled.

## **Data source & ownership**

All data exposed by the integration originates from the **customer’s own connected source systems** — CRM, marketing automation platforms (MAP), enrichment vendors, and web tracking. RevSure does not introduce third-party personal data of its own. The data remains the customer’s data; RevSure processes it to produce attribution analytics.

## **Personal data (PII) categories**

The personal data processed is limited to **business/professional contact information** used for B2B marketing attribution:

| **Category** | **Examples** |
| --- | --- |
| Contact name | First/last/full name of contacts, leads, visitors, and internal users |
| Business email | Contact, visitor, and internal-user email addresses |
| Phone | Contact phone number |
| Mailing / geographic location | City, state, country, postal/zip, street address, latitude/longitude |
| Social / public profile | LinkedIn/Facebook/Twitter/GitHub profile URLs, profile photo URL |
| Online & advertising identifiers | Web-visitor IP address, ad click IDs (LinkedIn/Facebook), visitor-to-lead linking IDs |
| Web-activity / browsing behavior | Pages/URLs visited and referring URLs, when associated with an identified lead or contact |
| Demographic | Salutation, gender, age, date of birth (where provided by source systems) |

## **Sensitive / special-category data**

No **special-category data** under GDPR Art. 9 (health, biometrics, race/ethnicity, religion, sexual orientation, etc.), and no government IDs or financial-account numbers, are intended to be processed.

A few fields warrant awareness:

- **Gender, date of birth, age** — demographic attributes; not GDPR special-category on their own but often treated as sensitive.
- **Activity subject / description** — free-text fields; content is customer-controlled and could in principle contain incidental sensitive text.
- **IP address** and precise **latitude/longitude** — treated as personal data under GDPR/CCPA.

These are populated only from the customer’s connected sources and remain under the customer’s control.

## **PII classification & masking**

RevSure identifies which fields contain personal data and can automatically redact them in tool output when your tenant enables the privacy control.

### **How PII fields are identified**

A field is treated as personal data when it is **explicitly classified as PII in RevSure’s data catalog**.

### **Masking behavior**

- Masking is a **tenant-configurable privacy control**, set in **Config Center → Reli Config → Privacy**.
- It activates when you turn off **Show Contact Name** and/or **Include Email Address**.
- When active, matching personal values in tool output are redacted to `***`. Crucially, this happens **inside the RevSure MCP server, before results are returned to the AI assistant** — so the AI model never receives the raw values.
- Tool responses include a note indicating that masking is in effect, so masked values are not inferred or guessed.

### **Scope of masking**

Masking is a **data-minimization control focused on directly-identifying contact details (names and email addresses)** plus any field explicitly classified as PII. Fields that are personal data but not covered by the masking control (for example, geographic location, social-profile URLs, or web-activity data) are **processed and displayed**; access to them is governed by the customer’s authentication, role-based access control (RBAC), and tenant isolation.

## **Custom dimensions**

The categories above reflect RevSure’s **standard supported dimensions**. Tenants can define their own **custom dimensions** on top of the standard set, mapped from their source systems. Any data types — and any PII — introduced by custom dimensions are determined by what the tenant chooses to bring in, and fall under the tenant’s own data classification and governance.

## **Field inventory**

The complete list of PII-classified dimensions (name + description) is below. This covers RevSure’s standard dimensions classified as personal data. Custom dimensions are not included and should be classified by the tenant.

| **Field** | **Description** |
| --- | --- |
| Account Email | The email ID associated with an account |
| Account ENR 6 Sense Resolved IP Address | IP address associated with account related to the web traffic |
| Account ENR POSTAL CODE | Account data enriched with postal code |
| Account First Contact Activity Contact Name | The name of the contact for the first contact activity associated with a lead |
| Account First Contact Activity Description | Description of the first contact activity of the account |
| Account First Gtm Activity Contact Name | Name of the contact who performed the first GTM activity associated with the account |
| Account IPs | IPs associated with an account |
| Account Last Contact Activity Contact Name | Name of the latest contact activity associated with the account |
| Account Last Contact Activity Description | Description of the latest contact activity associated with the account |
| Account Last Gtm Activity Contact Name | Name of the contact who performed the last GTM activity associated with the account |
| Account Last Gtm Activity Owner Name | Name of the owner of the last GTM activity associated with the account |
| Account Owner Email | Email of the account owner |
| Account Owner Name | Name of the person who is marked as the owner of the account |
| Account Owner Username | Username of the account owner |
| Account Zip | The zip code of the address for the account |
| Activity Description | Description of the activity |
| Activity Subject | Subject of the activity |
| Campaign Owner Email | Email ID of the owner of a campaign |
| Campaign Owner Name | Name of the owner of the campaign |
| Campaign Owner Username | Username for the owner of the campaign |
| Contact Email | Email address of the contact |
| Contact Name | Name of the contact |
| Country | Country associated with the person |
| Email | Email ID of the person |
| Internal User Name | Name of the person owning the lead/ opportunity/ account record |
| Internal_user Email | Email ID of the internal user |
| Internal_user First Name | First name of the internal user |
| Internal_user Id | Unique ID of the internal user |
| Internal_user Last Name | Last name of the internal user |
| Internal_user Manager Id | ID of the manager of the internal user |
| Internal_user Parent Role | Parent role of the internal user in the organization |
| Internal_user Role | Role of the internal user in the organization |
| Internal_user Teams | Teams associated with the internal user |
| Internal_user Title | Title of the internal user |
| Internal_user User Name | User name of the internal user |
| Invitee Emails | Email addresses of meeting invitees |
| Invitee Names | Names of meeting invitees |
| Lead First Contact Activity Contact Name | Contact name for the first contact activity associated with the lead |
| Lead First Contact Activity Description | Description for the first contact activity associated with a lead |
| Lead First Gtm Activity Contact Name | Contact name who performed the latest GTM activity associated with a lead |
| Lead Last Contact Activity Contact Name | Name of the contact for the latest contact activity associated with the lead |
| Lead Last Contact Activity Description | Description for the last contact activity associated with a lead |
| Lead Last Gtm Activity Contact Name | Contact name who performed the latest GTM activity associated with a lead |
| Lead Last Gtm Activity Owner Name | Name of the owner who performed the latest GTM activity associated with a lead |
| Lead Name | Name of the lead |
| Opportunity Owner Name | Name of the user who owns the opportunity |
| Opportunity Owner Role | Role of the user who owns the opportunity |
| Person Address 1 | Line 1 of the address of the person |
| Person Address 2 | Line 2 of the address of the person |
| Person Age | Age of the person |
| Person City | City (address) of the person |
| Person Country Code - 2 Letter | 2-letter country code based on the address of the person |
| Person Country Code - 3 Letter | 3-letter country code based on the address of the person |
| Person Date Of Birth | Date of birth of the person |
| Person Email List | All professional/business email addresses associated with this contact/person in the system |
| Person ENR 6Sense City | 6sense enriched data for the city of the person |
| Person ENR 6Sense Country | 6sense enriched data for the country of the person |
| Person ENR 6Sense Email | 6sense enriched data for the email ID of the person |
| Person ENR 6Sense Email Confidence | 6sense enriched data for the confidence score of the email ID for a person |
| Person ENR 6Sense Facebook Url | 6sense enriched data for the Facebook profile URL of the person |
| Person ENR 6Sense First Name | 6sense enriched data for the first name of the person |
| Person ENR 6Sense Full Name | 6sense enriched data for the full name of the person |
| Person ENR 6Sense Last Name | 6sense enriched data for the last name of the person |
| Person ENR 6Sense Linkedin Url | 6sense enriched data for the LinkedIn profile URL of the person |
| Person ENR 6Sense Phone | 6sense enriched data for the phone number of the person |
| Person ENR 6Sense Postal Code | 6sense enriched data for the postal code (address) of the person |
| Person ENR 6Sense State | 6sense enriched data for the state (address) of the person |
| Person ENR 6Sense Twitter Url | 6sense enriched data for the URL of the Twitter profile of the person |
| Person ENR CITY | Enriched data with the city (address) of the person |
| Person ENR COUNTRY | Enriched data for the country of the person |
| Person ENR EMAIL | Enriched data for the email ID of the person |
| Person ENR FACEBOOK URL | Enriched data with the Facebook URL of the person |
| Person ENR FIRST NAME | Enriched data for the first name of the person |
| Person ENR GITHUB URL | Enriched data with the GitHub URL of the person |
| Person ENR LAST NAME | Enriched data for the last name of the person |
| Person ENR LINKEDIN URL | Enriched data for the LinkedIn profile URL of the person |
| Person ENR NAME | Enriched data for the name of the person |
| Person ENR PHONE NUMBER | Enriched data for the phone number of the person |
| Person ENR PHOTO URL | Enriched data with the URL to a photo of the person |
| Person ENR STATE | Enriched data for the state (address) of the person |
| Person ENR TWITTER URL | Enriched data with the Twitter URL of the person |
| Person First Name | First name of the person |
| Person Gender | Gender of the person |
| Person Last Name | Last name for the person |
| Person Latitude | Latitude of the location associated with the person |
| Person LinkedIn Profile Pic URL | URL of the person’s LinkedIn profile picture |
| Person LinkedIn URL | LinkedIn profile URL for the person |
| Person Longitude | Longitude of the location associated with the person |
| Person Name | Name of the person |
| Person Phone | Phone number associated with the person |
| Person Region | Region (address) for the person |
| Person Salutation | Salutation used with the name of the person |
| Person State | State (address) of the person |
| Person Zip | Zip code (address) for the person |
| Primary Contact Email | Email of the primary contact |
| Primary Contact Name | Name of the primary contact |
| Visitor City | City the visitor is at the time of the visit |
| Visitor Country | Country the visitor is at the time of the visit |
| Visitor Email | Email ID of the visitor |
| Visitor Email List | List of email addresses associated with the visitor |
| Visitor First Name | First name of the visitor |
| Visitor Last Name | Last name of the visitor |
| Visitor Name | Name of the website visitor |
| Visitor State | State the visitor is at the time of the visit |
| Visitor User Name | User name for the visitor |