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Internal Tech Stack

How Prime Ledger operates: systems, workflows, people, and automations on the critical path.

🏗️ Infrastructure Foundation
🗄️
Neon PostgreSQL
Connected
Central relational database
Permissions, overrides, events, insights

Data Flows Out

Access matrix, user roster, security events, AI insights

Used By

Permissions API, Reports API, Command Center

☁️
Vercel
Connected
Serverless functions & hosting
Staging: dev.primeledger.space
Production: primeledger.space

Capabilities

API routes, CI/CD from GitHub, edge caching

Integrations

GitHub webhooks, environment variables, preview deployments

🔗
GitHub
Connected
Version control & CI/CD trigger
main → prod, dev → staging

Data Flows To

Push triggers Vercel build

Teams

CTO, Dev engineers (code-level access)

🛡️
Cloudflare
Planned
DDoS protection, WAF
Future: Bot management, rate limiting

Future Scope

Web application firewall, analytics

Priority

Q2 2026 integration

📡 Data Sources
📧
Google Workspace
Connected
Gmail, Calendar, Drive, Admin Directory
Source of truth for team, comms, scheduling

Data Flows In/Out

Email triage, calendar-based reporting, user provisioning

API Integrations

Admin Directory (users), Gmail API (Email Triage), Calendar API (Scheduling)

🎯
HubSpot CRM
Connected
Contacts, companies, deals, pipelines
Master record for sales & revenue

Data Flows Out

Pipeline view, deal scoring, revenue reporting

Integrations

Private App Token, OAuth for user tokens

🏦
Mercury Banking
Connected
Company bank account, transactions
Real-time balance & spend visibility

Data Flows Out

Account balance, transaction history, expense categorization

Used By

Dashboard, Finance reporting, Spend analysis

🎮 Platform Modules
📊
Dashboard
Connected
Operational cockpit
KPIs, calendar, email, pipeline at a glance

Data Sources

HubSpot, Gmail, Calendar, Mercury, Strategy

📧
Email Triage
Connected
AI email inbox intelligence
SMART workflow: Sense → Map → Act → Report

AI Governance

3-tier classification, human approval gate

🎯
Strategy
Connected
North Star vision & cascade
Pillars → Objectives → Rollout

Structure

6-tab: Vision, Pillars, Cascade, Rollout, Governance, Readiness

📋
Reports
Connected
CTO-only reporting engine
Weekly status, approval workflow, audit trail

Access

CTO creation, C-Suite approval and viewing

💎
Cap Table
Connected
Equity waterfall, dilution modeling
Share classes, vesting, scenarios

Access

CTO only (sensitive data)

🤖 AI & Intelligence Layer
💭
Claude + Cowork
Connected
AI reasoning engine
Per-user skills, memory, context blocks

Capabilities

Email triage, deal scoring, reporting drafts

Governance

3-tier data classification, human approval always

🔌
MCP Servers
Connected
Model Context Protocol for tool access
Gmail, Calendar, HubSpot, Mercury integration

Enables

Real-time data fetching, action execution

🛠️
Skills Engine
Connected
Per-role custom behaviors
Role Playbook, Comms Style, Strategic Alignment

Pattern

3 inseparable skills per person (Phase 2 rollout)

📈
Insights Engine
Connected
7-rule AI governance analyzer
Permission health score, anomaly detection

Rules

Title-tier mismatch, orphan overrides, expired access, stale sessions

👥 People & Workflows
🧑‍💼
CTO (Matthew)
Connected
Platform architect, system of record
Sees all modules, controls configuration

Tier

-1 (highest privilege)

Key Workflows

Reports, Cap Table, Permissions config

🧑‍💼
CEO (Rob)
Connected
Value creation pillar lead
Dashboard, Strategy, Status Reports

Tier

0 (C-Suite)

Key Workflows

Weekly status, strategy cascade, deal reviews

🧑‍💼
COO (John)
Connected
Operational excellence pillar
Dashboard, Strategy, Status reports

Tier

0 (C-Suite)

Key Workflows

Process optimization, metric tracking

📞
Teams
Pending
Expanded org with advisors, directors
Phase 2/3 AI enablement rollout

Onboarding

Role playbook creation, skills training, test gates

🎯 New Deal Intake
Client Contact
Sales Team
Manual
HubSpot Entry
Salesperson
AI Suggested
Data Room Link
Platform
Auto-Send
Doc Analysis
Claude/MCP
AI Auto
Pipeline Stage
AI Recommended
AI Assisted
CTO Review
Matthew
Manual
📊 Weekly Status Reporting
Data Sync
Automated
Auto
Gather Metrics
Gmail/Calendar/HubSpot
AI Auto
AI Draft Report
Claude
AI Auto
Human Review
Report Owner
Manual
Pillar Rollup
Pillar Lead
Assisted
Company View
Dashboard
Auto Aggregate
📧 Email Triage (SMART Cycle)
Sense
Gmail Sync
Auto
Map
AI Context
Auto
Score
Triage Rules
Auto
Draft
Claude
AI Auto
Human Review
Team Member
Manual
Report
Dashboard
Auto Log
Tune
Feedback Loop
Guided
🎓 New Hire Onboarding
Provisioning
Admin Directory
Assisted
Role Playbook
CTO Creates
Manual
Training Plan
AI Suggest
Assisted
30/60/90 Goals
Manager + Hire
Manual
Skills Creation
Cowork Engine
Assisted
Test Gates
Manager Review
Manual
🛠️ Platform Development Cycle
Idea Capture
Feedback Module
Auto
Triage
CTO Review
Manual
Roadmap Place
Matthew
Manual
Dev Sprint
Engineer
Manual
Deploy to Dev
GitHub → Vercel
Auto CI/CD
Test & Review
Team
Manual
Prod Merge
CTO Approval
Manual
Person Gmail Calendar Drive HubSpot Mercury Command Center Claude/Cowork GitHub Vercel AI Skills ✓
Matthew (CTO) Admin Admin Admin Admin Admin Admin Admin Admin Admin
Rob (CEO) Editor Editor Editor Admin Viewer Editor Editor
John (COO) Editor Editor Editor Viewer Viewer Editor Editor
Sales Team Editor Viewer Viewer Editor Viewer Viewer
Advisors Viewer Viewer Viewer Viewer Viewer
Future Hires Editor Editor Editor Viewer Viewer Viewer

Legend

Admin — Full control, can modify settings and permissions

Editor — Can create, edit, and manage content

Viewer — Read-only access

— No access

AI Skills: ✅ = Complete (Role Playbook, Comms Style, Strategic Alignment) | ⏳ = In Progress | ❌ = Not Started