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Overview

Every ontology query — whether via the REST API or MCP server — supports three privacy levels that control how personally identifiable information (PII) appears in responses. Privacy filtering happens server-side before data leaves Doris, so external tools and LLMs never see unmasked data unless you explicitly request it.

Privacy Levels

No masking. All PII fields are returned as stored.Use for: Internal analysis, your own dashboards, CRM sync.Available via: REST API (?privacy=full, the default)

Field Reference

This table shows exactly how each PII field is transformed at each privacy level.
Deal owner preservation: In masked mode, owner_name and owner_email on deals are not masked — these are your own team members, and you need to see who owns a deal. In anonymous mode, all identity fields are omitted.

REST API Usage

Add the ?privacy= query parameter to any ontology endpoint. The default is full.
The privacy parameter is supported on all five query endpoints:

MCP Server

The MCP server enforces masked mode on all connections. This is set server-side and cannot be overridden per-request — every tool call (ontology_resolve, ontology_list, ontology_search, ontology_batch, ontology_traverse) automatically masks PII before returning results to your AI tool. This means you can safely connect Claude, ChatGPT, Cursor, or any MCP-compatible tool without worrying about PII leaking to external LLM providers. If you need full or anonymous access, use the REST API directly.

Expand Keys and Privacy

Privacy filtering applies to expanded data too:
  • Stakeholders — PII fields within each stakeholder record are masked or anonymized. In anonymous mode, stakeholder names are replaced with role-based IDs (Champion #1, Evaluator #2, etc.).
  • Emails — Sender names and addresses are masked. In anonymous mode, the entire emails expansion is omitted from the response.
  • Non-PII expansions — Commitments, objections, competitors, strategy, meetings, and all other expand keys pass through unchanged at every privacy level.

Demo Sandbox

The demo sandbox uses synthetic data for a fictional company (Meridian Technologies). Since no real PII exists, all sandbox responses return full data regardless of privacy settings.