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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