Privacy Policy

Last updated: December 28, 2025

This Privacy Policy describes how MSP Copilot (“Company,” “We,” “Us,” or “Our”) collects, uses, and discloses Your information when You use the MSP Copilot website (mspcopilot.io), MSP Copilot Link application (link.mspcopilot.io), and related services (collectively, the “Services”).

By using the Services, You agree to the collection and use of information in accordance with this Privacy Policy.

1. Interpretation and Definitions

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

  • “Account” means a unique account created for You to access our Services or parts of our Services.

  • “Company” (referred to as either “the Company”, “We”, “Us” or “Our” in this Agreement) refers to MSP Copilot.

  • “Services” refers to the MSP Copilot website, MSP Copilot Link application, n8n community nodes, APIs, and any related software or services.

  • “MSP Copilot Link” or “Link” refers to our unified company database service that maps company identities across MSP integrations.

  • “Third-Party Services” refers to external platforms that integrate with our Services, such as ConnectWise PSA, IT Glue, Microsoft 365, Pax8, and similar platforms.

  • “Personal Data” is any information that relates to an identified or identifiable individual.

  • “Usage Data” refers to data collected automatically, either generated by the use of the Services or from the Services infrastructure itself.

  • “Device” means any device that can access the Services such as a computer, a cellphone, or a digital tablet.

  • “You” means the individual accessing or using the Services, or the company or other legal entity on behalf of which such individual is accessing or using the Services, as applicable.

2. Information We Collect

Personal Data

When using Our Services, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. This may include:

  • Email address
  • First name and last name
  • Company name

Usage Data

Usage Data is collected automatically when using the Services. This may include Your Device’s Internet Protocol address (IP address), browser type, the pages of our Services that You visit, the time and date of Your visit, and other diagnostic data.

Integration Data

When You use MSP Copilot Link, We collect and process data from Your connected Third-Party Services, including:

  • Company names, identifiers, and shortcodes from each connected platform
  • Integration-specific IDs (e.g., ConnectWise company IDs, IT Glue organization IDs, Microsoft tenant IDs)
  • Company type and status information
  • Domain names associated with companies
  • Tags and categorization data

This Integration Data is necessary to provide the company mapping and synchronization features of MSP Copilot Link.

Credentials and API Keys

We collect and securely store API credentials You provide to connect Third-Party Services. These credentials are:

  • Encrypted at rest
  • Used only to access the specific Third-Party Services You authorize
  • Never shared with other users or third parties

3. How We Use Your Information

We use Your information for the following purposes:

  • To provide and maintain our Services, including monitoring usage and performance
  • To manage Your Account, including registration and access to Service features
  • To provide MSP Copilot Link functionality, including company mapping, ID resolution, and synchronization across Your connected integrations
  • To contact You regarding updates, security notices, or support communications
  • To respond to Your requests and provide customer support
  • For analytics and improvement, to understand how our Services are used and improve them
  • To detect and prevent fraud, abuse, or security issues
  • To comply with legal obligations

4. How We Share Your Information

We may share Your information in the following situations:

  • With Third-Party Services: When You connect integrations, we exchange data with those platforms as necessary to provide the mapping features. We only access and share the minimum data required.

  • With Service Providers: We may share information with third-party vendors who help us operate our Services (e.g., hosting providers, analytics services). These providers are bound by confidentiality agreements.

  • For Legal Reasons: We may disclose information if required by law, court order, or government request, or to protect our rights, property, or safety.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, Your information may be transferred. We will notify You before Your data becomes subject to a different privacy policy.

We do NOT:

  • Sell Your Personal Data to third parties
  • Share Your data with other MSP Copilot users
  • Use Your integration data for advertising purposes

5. Data Retention

We retain Your Personal Data only for as long as necessary for the purposes set out in this Privacy Policy, including:

  • Account Data: Retained while Your account is active and for a reasonable period afterward
  • Integration Data: Retained while the integration is connected; deleted upon disconnection or account termination
  • API Credentials: Deleted immediately upon integration disconnection

We may retain certain information longer if required by law or for legitimate business purposes such as resolving disputes.

6. Data Security

We implement appropriate technical and organizational security measures to protect Your data, including:

  • Encryption of data in transit (TLS/HTTPS)
  • Encryption of sensitive data at rest
  • Access controls and authentication
  • Regular security assessments
  • Secure credential storage

However, no method of transmission over the Internet or electronic storage is 100% secure. While We strive to protect Your data, We cannot guarantee absolute security.

7. Your Data Rights

Depending on Your location, You may have certain rights regarding Your Personal Data:

  • Access: Request a copy of Your Personal Data
  • Correction: Request correction of inaccurate data
  • Deletion: Request deletion of Your Personal Data
  • Portability: Request Your data in a portable format
  • Objection: Object to certain processing of Your data
  • Restriction: Request restriction of processing

To exercise these rights, contact us at the email address below. We will respond within the timeframe required by applicable law.

8. Cookies and Tracking

We use cookies and similar tracking technologies to track activity on Our Services and store certain information.

  • Essential Cookies: Required for the Services to function, including authentication and security
  • Analytics Cookies: Help us understand how visitors use our Services (we use Google Analytics)
  • Preference Cookies: Remember Your settings and preferences

You can configure Your browser to refuse cookies, but this may limit Your ability to use certain features of the Services.

Our Services may contain links to other websites not operated by Us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

10. Children’s Privacy

Our Services are not intended for anyone under the age of 18. We do not knowingly collect Personal Data from anyone under 18. If You are a parent or guardian and believe Your child has provided Us with Personal Data, please contact Us.

11. International Data Transfers

Your information may be transferred to and processed in countries other than Your own. These countries may have different data protection laws. By using our Services, You consent to such transfers.

We take steps to ensure that Your data receives adequate protection in accordance with this Privacy Policy.

12. Your Privacy Rights

Depending on Your location, You may have rights under applicable privacy legislation, including:

  • Access Your Personal Data held by us
  • Request correction of inaccurate Personal Data
  • Request deletion of Your Personal Data
  • Withdraw consent to the collection, use, or disclosure of Your Personal Data
  • File a complaint with Your local data protection authority

To exercise any of these rights, contact us using the information provided below.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page and updating the “Last updated” date.

You are advised to review this Privacy Policy periodically. Changes are effective when posted on this page.

14. Contact Us

If you have any questions about this Privacy Policy, You can contact us: