Privacy Policy.

Last updated: April 17, 2026

What information do we collect?

We collect information from you when you register on our site, products and services, place an order, subscribe to our newsletter, or fill out a form. When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, or credit card information.

You may, however, visit our site anonymously.

What do we use your information for?

Any of the information we collect from you may be used to personalize your experience, to improve our service offerings or customer service, or to process transactions or to send periodic emails if indicated as such, or transactional emails pertaining to your account.

Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.

How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information when you place an order or enter, submit, or access your personal information. We use a secure server. All supplied sensitive and credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our payment gateway provider's database, accessible only by those authorized with special access rights who are required to keep the information confidential.

After a transaction, your credit card information will not be stored on our servers.

Data retention and deletion

AgenticBI customers create and remain in control of your data and data about your users, user activities, and reports. When you remove users from your AgenticBI-connected database instance, their data will be removed from AgenticBI's databases within 30 days and will no longer remain in AgenticBI's cache within 30 days.

If you wish to delete your account data, please contact us at support@knowi.com. At the request of our customers, we have a process to permanently anonymize data.

Do we use cookies?

Yes. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your web browser (if you allow) that enables the site's or service provider's systems to recognize your browser and capture and remember certain information.

We use cookies to understand and save your preferences for future visits and to compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others' rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

AI Features

We offer AI-powered features including natural language querying, agentic workflows, AI agents, Document AI, and automated reporting. Your prompts, questions, and the resulting outputs are processed by AgenticBI's systems using AgenticBI's proprietary AI models. Your underlying data does not leave AgenticBI's infrastructure to power AgenticBI's native AI features unless you have configured a third-party AI integration.

We do not use your proprietary data or query results to train AI models without your explicit written consent.

MCP (Model Context Protocol) Integrations

AgenticBI provides an MCP server that allows you to connect AgenticBI to third-party AI clients such as Anthropic's Claude, Cursor, Windsurf, Codex, and other MCP-compatible platforms.

Data sent to AgenticBI from the MCP client: Your natural language prompts and instructions as typed in the third-party AI client.

Data returned by AgenticBI to the MCP client: Query results from your connected data sources, dashboard metadata, widget configurations, report settings, alert configurations, asset names and identifiers, and document content (if Document AI is enabled). This data is returned to the third-party AI client that made the request and is subject to that platform's privacy policy.

AgenticBI's MCP tools return only the data necessary to fulfill your request. AgenticBI does not return authentication credentials, API keys, or passwords through MCP tool responses.

Important: When using AgenticBI's MCP server through a third-party AI client, the data returned by AgenticBI's tools passes through that platform's systems. We encourage you to review the privacy policy of any AI client you connect to AgenticBI's MCP server:

  • Anthropic (Claude): anthropic.com/privacy
  • Other MCP clients: refer to the respective platform's privacy policy.

Data returned by AgenticBI MCP tools

AgenticBI's MCP tools may return the following categories of data to the requesting AI client. Only data necessary to fulfill the specific request is returned.

MCP ToolData Returned
Query Your DataStructured query results (rows, columns, aggregations). No credentials or connection strings.
Create / Manage DashboardDashboard names, IDs, widget configurations, layout metadata.
Create / Manage WidgetWidget names, chart types, field mappings, display settings.
Send Report / Manage ReportsReport names, schedules, delivery configurations, recipient lists (as configured by you).
Manage AlertsAlert names, conditions, threshold values, notification settings.
Search AssetsAsset names, types, and identifiers within your AgenticBI account.
Export DataStructured data exports in CSV or Excel format.
Document AIExtracted content from documents you have uploaded to AgenticBI.
Connect DatasourceDatasource connection status and metadata. Never returns passwords or API keys.
Get RecommendationsAI-generated insights and trend summaries based on your data.

AgenticBI does not return personal identifiers, session tokens, authentication secrets, internal system logs, or telemetry data through MCP tool responses.

California Online Privacy Protection Act Compliance

Because we value your privacy, we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We will not distribute your personal information to outside parties without your consent.

Children's Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Children's Online Privacy Protection Act). We do not collect any information from anyone under 13 years of age. Our website, products, and services are all directed to people who are at least 13 years old.

Online Privacy Policy Only

This online privacy policy applies only to information collected through our website, products, and services and not to information collected offline.

Your Consent

By using our site, products, and services you consent to our privacy policy.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.

Contact Us

For questions, concerns, or requests regarding this Privacy Policy:

Cloud9 Charts, Inc. dba AgenticBI

Email: support@knowi.com

Website: agenticbi.com

Data deletion requests: support@knowi.com