1. Executive Summary
What's on this page
- Role-specific guidance, responsibilities, and agent profile for Inkorporated.
- Practical guidance, roles, or standards as applicable.
What this enables
- Consistent hiring and execution standards
- Shared language for humans and cyborg agents
This document defines the standard organizational architecture for Inkorporated. We utilize a Matrix Organizational Structure, designed to balance deep functional expertise with rapid cross-functional execution.
- Functional Departments (Verticals): Where talent is hired, trained, and managed (e.g., Engineering, Finance).
- Specialized Squads (Horizontals): Where work actually gets done. These are cross-functional teams composed of members from various departments to deliver specific business value (e.g., "Mobile Platform Squad").
2. Visual Org Chart (The Matrix Model)
The following diagram illustrates how functional departments (blue) supply talent to execution squads (orange).
graph TD
%% --- Styles ---
classDef exec fill:#7e57c2,stroke:#311b92,stroke-width:3px,color:white,font-weight:bold,rx:10,ry:10;
classDef mgmt fill:#bbdefb,stroke:#1565c0,stroke-width:2px,color:black,font-weight:bold;
classDef role fill:#ffffff,stroke:#546e7a,stroke-width:1px,stroke-dasharray: 5 5,rx:5,ry:5;
classDef squad fill:#ffccbc,stroke:#d84315,stroke-width:3px,shape:hexagon,font-weight:bold,color:black;
classDef pillar fill:#c8e6c9,stroke:#2e7d32,stroke-width:2px,color:black,font-weight:bold,shape:rect;
%% --- Layer 1: Executive Leadership (C-Suite) ---
CEO[CEO: Chief Executive Officer]:::exec
subgraph "Executive Layer"
direction LR
CTO[CTO: Chief Tech Officer]:::exec
CPO[CPO: Chief Product Officer]:::exec
CRO[CRO: Chief Revenue Officer]:::exec
CFO[CFO: Chief Financial Officer]:::exec
CLO[CLO: Chief Legal Officer]:::exec
end
CEO --> CTO & CPO & CRO & CFO & CLO
%% --- Layer 2: Functional Management (VPs & Directors) ---
subgraph "Functional Chain of Command"
direction LR
%% Tech Branch
VP_ENG[VP of Engineering]:::mgmt
DIR_INFRA[Dir. Infrastructure]:::mgmt
DIR_APP[Dir. App Dev]:::mgmt
CTO --> VP_ENG
VP_ENG --> DIR_INFRA & DIR_APP
%% Product Branch
VP_PROD[VP of Product]:::mgmt
VP_DESIGN[VP of Design]:::mgmt
CPO --> VP_PROD & VP_DESIGN
%% Sales Branch
VP_SALES[VP of Sales]:::mgmt
VP_MKTG[VP of Marketing]:::mgmt
CRO --> VP_SALES & VP_MKTG
%% G&A Branch
VP_FIN[VP Finance]:::mgmt
VP_PEOPLE[VP People/HR]:::mgmt
CFO --> VP_FIN
CLO --> VP_PEOPLE
end
%% --- Layer 3: Talent Pools (Individual Roles) ---
subgraph "Talent Pools (The Resources)"
%% Engineering Resources
DIR_INFRA --> R_SREL(SREL1001: SRE):::role
DIR_INFRA --> R_SEC(SREL1004: Security Eng):::role
DIR_APP --> R_BACK(SWEN1002: Backend Eng):::role
DIR_APP --> R_FRONT(SWEN1003: Frontend Eng):::role
%% Product Resources
VP_PROD --> R_PM(PROD2001: Product Mgr):::role
VP_DESIGN --> R_DESN(DESN3001: Designer):::role
VP_DESIGN --> R_RSCH(RSCH3002: Researcher):::role
%% GTM Resources
VP_SALES --> R_AE(SALE9001: Account Exec):::role
VP_MKTG --> R_BRAND(MKTG9003: Brand Mgr):::role
%% G&A Resources
VP_FIN --> R_FPA(FINC6001: FP&A Analyst):::role
VP_PEOPLE --> R_HRBP(PEOP8001: HR Partner):::role
CLO --> R_LEGAL(LEGL7001: Counsel):::role
end
%% --- Layer 4: Execution Squads (Cross-Functional) ---
%% Grouped by "Tribes" or Strategic Areas
subgraph "Strategic Tribe: Core Platform"
S_CLOUD{{Cloud Migration Squad}}:::squad
S_DATA{{Data Platform Squad}}:::squad
end
subgraph "Strategic Tribe: Growth & Revenue"
S_ACQ{{Acquisition/SEO Squad}}:::squad
S_MON{{Monetization Squad}}:::squad
end
subgraph "Strategic Tribe: Enterprise"
S_LAUNCH{{Ent. Launch Team}}:::squad
S_PART{{Partner Integ. Squad}}:::squad
end
%% --- Layer 5: Strategic Outcomes ---
%% What these squads are actually achieving for the business
OUT_SCALE(Outcome: 99.99% Uptime & Scale):::pillar
OUT_REV(Outcome: +30% YOY Revenue):::pillar
OUT_MKT(Outcome: Fortune 500 Penetration):::pillar
S_CLOUD & S_DATA --> OUT_SCALE
S_ACQ & S_MON --> OUT_REV
S_LAUNCH & S_PART --> OUT_MKT
%% --- Matrix Assignments (Dotted Lines) ---
%% Showing how talent flows into the squads
%% Tech Assignments
R_SREL -.-> S_CLOUD
R_BACK -.-> S_CLOUD & S_DATA & S_MON & S_PART
R_FRONT -.-> S_ACQ & S_MON
R_SEC -.-> S_CLOUD
%% Product Assignments
R_PM -.-> S_ACQ & S_MON & S_PART & S_DATA
R_DESN -.-> S_ACQ & S_MON
%% GTM Assignments
R_AE -.-> S_LAUNCH
R_BRAND -.-> S_ACQ
%% G&A Assignments
R_LEGAL -.-> S_PART
R_FPA -.-> S_MO
3. Comprehensive Job Role Catalog
The following is the standardized list of roles across the organization. All headcount planning must utilize these Role Codes.
graph TD
%% Hierarchy of Job Roles
ROOT[Job Role Catalog]
EXEC[3.0 Executive]:::cat
ENG[3.1 Engineering]:::cat
PROD[3.2 Product]:::cat
GTM[3.3 GTM]:::cat
GA[3.4 G&A]:::cat
ROOT --> EXEC & ENG & PROD & GTM & GA
EXEC --> CEO[CEO]
EXEC --> CTO[CTO]
EXEC --> CPO[CPO]
EXEC --> CRO[CRO]
EXEC --> CFO[CFO]
EXEC --> CLO[CLO]
ENG --> SWEN[Software Eng]
ENG --> SEC[Security]
ENG --> QA[QA/SRE]
ENG --> DATA[Data Eng]
PROD --> PM[Product Mgr]
PROD --> DES[Design]
PROD --> RSCH[Research]
PROD --> DS[Data Sci]
GTM --> SALE[Sales]
GTM --> MKTG[Marketing]
GTM --> CS[Success]
GA --> FIN[Finance]
GA --> LEG[Legal]
GA --> HR[HR/People]
PERS[3.5 Personal Staff]:::cat
ROOT --> PERS
PERS --> PA[Chief of Staff]
PERS --> HOUSE[Household]
PERS --> CHEF[Chef]
PERS --> TRAIN[Trainer]
PERS --> TRAV[Travel]
PERS --> EVENT[Events]
PERS --> SHOP[Stylist]
PERS --> EDU[Tutor]
PERS --> SEC[Security]
PERS --> CFO[Family Office]
PERS --> LEGAL[Legal]
PERS --> DR[Medical]
PERS --> PA[Personal Asst]
PERS --> SPEC[Specialist]
classDef cat fill:#e1f5fe,stroke:#01579b,stroke-width:2px;
3.0 Executive Leadership
| Role Name |
Role Code |
Description |
Responsibilities |
Avg Daily Tasks |
Common Partners |
| Chief Executive Officer |
EXEC0001 |
Highest-ranking executive, responsible for overall success. |
• Strategic Vision; • Organizational Leadership; • Capital Allocation; • Stakeholder Mgmt |
09:00 Investor calls; 11:00 Product Review; 14:00 All-Hands |
CFO, CTO, CPO, Board |
| Chief Tech Officer |
EXEC0002 |
Establishes technical vision and leads technology dev. |
• Technical Strategy; • Technology Standards; • R&D Leadership; • Team Scaling |
10:00 Arch Review; 13:00 Code Review; 15:00 Tech Debt Strategy |
CEO, CPO, VP Eng |
| Chief Product Officer |
EXEC0003 |
Responsible for strategic direction of product portfolio. |
• Product Strategy; • Portfolio Mgmt; • User Advocacy; • Cross-Functional Alignment |
10:00 Concept Review; 13:00 Design Critique; 15:00 Market Trends |
CEO, CTO, CRO |
| Chief Revenue Officer |
EXEC0004 |
Oversees all revenue-generating processes. |
• Revenue Strategy; • GTM Alignment; • Sales Leadership; • Forecasting |
09:00 Deal Review; 11:00 Client Lunch; 14:00 Negotiation |
CEO, CFO, VP Sales |
| Chief Financial Officer |
EXEC0005 |
Manages company's financial actions and strategy. |
• Financial Strategy; • FP&A; • Risk Mgmt; • Investor Relations |
09:00 M&A Due Diligence; 11:00 Strategy; 14:00 Investor Mtg |
CEO, CRO, VP Finance |
| Chief Legal Officer |
EXEC0006 |
Head of corporate legal department. |
• Legal Strategy; • Compliance; • Contract Mgmt; • IP Protection |
09:00 Contract Review; 11:00 Board Prep; 14:00 Policy Update |
CEO, CFO, VP People |
3.1 Engineering & Technology
| Role Name |
Role Code |
Description |
Responsibilities |
Avg Daily Tasks |
Common Partners |
| VP of Engineering |
SWEN0001 |
Leads engineering org, execution, and delivery. |
• Engineering Delivery; • Team Building; • Culture; • Process Improvement |
09:00 Recruiting; 11:00 Org Design; 14:00 All-Hands |
CTO, VP Product |
| Dir. Infrastructure |
SREL0003 |
Oversees foundational systems and cloud infra. |
• Platform Strategy; • Reliability; • Security; • Cost Mgmt |
09:00 Cost Review; 11:00 Terraform; 14:00 Vendor Mtg |
VP Eng, CTO |
| Dir. App Dev |
SWEN0004 |
Leads app dev teams (Backend, Frontend, Mobile). |
• Product Delivery; • Architecture; • Tech Debt; • Dev Experience |
09:00 Standup Review; 11:00 Roadmap Sync; 14:00 Release Plan |
VP Eng, VP Product |
| Engineering Manager |
SWEN0005 |
Leads a squad or team of engineers. |
• People Mgmt; • Delivery; • Hiring; • Process Health |
09:30 1:1s; 11:00 Standup; 14:00 Hiring Interview |
Product Mgr, Designer |
| Software Engineer |
SWEN1001 |
Generalist engineer building core applications. |
• Writing code; • Code reviews; • System design; • Debugging |
10:00 Standup; 11:00 Coding; 15:00 Arch sync |
Product Mgr, Designer |
| Backend Engineer |
SWEN1002 |
Builds server-side logic and databases. |
• API development; • DB optimization; • Microservices; • Server maintenance |
10:00 Standup; 11:00 API design; 14:00 DB migration |
Frontend Eng, Data Eng |
| Frontend Engineer |
SWEN1003 |
Builds client-side UI (Web/Mobile). |
• UI implementation; • State mgmt; • Performance opt; • Browser compatibility |
10:00 Standup; 11:00 React coding; 14:00 Pixel review |
Designer, Backend Eng |
| Mobile Engineer |
SWEN1004 |
Develops native apps for iOS/Android. |
• Swift/Kotlin coding; • App Store deploy; • Touch opt; • Device testing |
10:00 Standup; 11:00 Feature dev; 15:00 Build release |
Designer, Backend Eng |
| QA Engineer |
SWEN1006 |
Ensures software quality through testing. |
• Writing test scripts; • Automated testing; • Bug tracking; • Release validation |
09:00 Triage bugs; 11:00 Writing tests; 14:00 Regression |
Developers, PM |
| Security Engineer |
SREL1004 |
Protects infrastructure and data. |
• Pen testing; • Vuln scanning; • Security audits; • Incident response |
09:00 Log review; 11:00 Threat modeling; 14:00 Patching |
SRE, Backend Eng, Legal |
| QA Engineer |
QA1001 |
Ensures software quality through testing. |
• Writing test scripts; • Automated testing; • Bug tracking; • Release validation |
09:00 Triage bugs; 11:00 Writing tests; 14:00 Regression |
Developers, PM |
| Site Reliability Eng |
SREL1001 |
Ensures uptime and scalability. |
• Cloud infra mgmt; • Automating pipelines; • Incident response; • Capacity planning |
10:00 On-call handoff; 11:00 Automation; 14:00 Post-mortem |
Backend Eng, DevOps |
3.2 Product & Design
| Role Name |
Role Code |
Description |
Responsibilities |
Avg Daily Tasks |
Common Partners |
| VP of Product |
PROD0001 |
Leads product management organization. |
• Roadmap Execution; • Team Management; • Process Excellence; • Alignment |
09:00 Funnel Review; 11:00 Planning; 14:00 Growth Sync |
CPO, VP Eng |
| VP of Design |
DESN0001 |
Leads design organization and vision. |
• Design Strategy; • Design System; • Team Leadership; • UX Quality |
09:00 Inspiration; 11:00 Critique; 14:00 Future Concepts |
CPO, VP Product |
| Director of Product |
PROD0002 |
Leads a product line or portfolio. |
• Strategy; • Team Leadership; • Portfolio Mgmt |
09:00 Strategy; 11:00 Sync with VPs; 14:00 Hiring |
VP Product, Dir Eng |
| Group Product Mgr |
PROD0003 |
Player-coach managing PMs and product area. |
• Team Mgmt; • Product Leadership; • Mentorship |
09:30 Standup; 11:00 1:1s; 13:00 PRD Review |
Dir Product, Eng Mgr |
| Director of Design |
DESN0002 |
Leads design discipline for product line. |
• Design Leadership; • Team Mgmt; • Design Ops |
09:30 Critique; 11:00 Roadmap Sync; 15:00 Strategy |
VP Design, Dir Product |
| Design Manager |
DESN0003 |
Manages a team of designers. |
• People Mgmt; • Design Quality; • Resourcing |
09:30 1:1s; 11:00 Critique; 14:00 Hiring |
Dir Design, Eng Mgr |
| Product Manager |
PROD2001 |
Defines product strategy and roadmap. |
• Prioritization; • Stakeholder alignment; • User stories; • Market research |
09:00 Metrics; 11:00 Alignment; 13:00 PRDs |
Eng Mgr, Designer, Sales |
| Technical PM |
PROD2002 |
PM for technical products (APIs, Cloud). |
• API spec definition; • Developer experience; • Platform roadmap |
10:00 Eng sync; 13:00 Writing specs; 15:00 Dev interview |
Engineers, Architects |
| Technical PgM |
TPGM5001 |
Manages complex cross-team programs. |
• Tracking dependencies; • Risk mgmt; • Milestone reporting; • Facilitation |
09:00 Reporting; 11:00 Dependency sync; 13:00 Risk planning |
Eng Mgr, Product Mgr |
| Product Designer |
DESN3001 |
Designs UI and UX. |
• Wireframes; • User testing; • Design systems; • Visual QA |
10:00 Critique; 11:00 Figma; 14:00 Usability testing |
PM, Frontend Eng |
| UX Writer |
DESN3003 |
Writes copy for user interfaces. |
• Microcopy; • Voice & tone; • Error messages; • Localization prep |
10:00 Design review; 11:00 Drafting; 14:00 Legal review |
Designer, PM, Legal |
| User Researcher |
RSCH3002 |
Conducts qualitative research. |
• User interviews; • Surveys; • Usability studies; • Synthesizing data |
10:00 Interview; 11:00 Debrief; 14:00 Analysis |
Designer, Product Mgr |
| Data Scientist |
DATA4001 |
Analyzes data to drive decisions. |
• ML models; • A/B tests; • Data mining; • Visualizing insights |
09:30 Pipeline check; 11:00 Modeling; 14:00 Exp review |
PM, Backend Eng |
3.3 Go-To-Market (Sales & Marketing)
| Role Name |
Role Code |
Description |
Responsibilities |
Avg Daily Tasks |
Common Partners |
| VP of Sales |
SALE0001 |
Leads sales org and revenue generation. |
• Revenue Growth; • Sales Strategy; • Team Leadership; • Pipeline Mgmt |
09:00 Pipeline; 11:00 Training; 14:00 CRM Audit |
CRO, VP Mktg |
| VP of Marketing |
MKTG0001 |
Leads marketing org, brand, and lead gen. |
• Brand Strategy; • Demand Gen; • Product Marketing; • Content Strategy |
09:00 Ad Spend; 11:00 Lead Quality; 14:00 Campaigns |
CRO, VP Sales |
| Director of Sales |
SALE0002 |
Leads a sales region or segment. |
• Sales Leadership; • Forecasting; • Strategy |
09:00 Forecast; 11:00 Client Visit; 14:00 Strategy |
VP Sales, Dir Mktg |
| Sales Manager |
SALE0003 |
Leads a team of AEs or SDRs. |
• Team Mgmt; • Coaching; • Pipeline Health |
08:30 Pipeline; 10:00 Deal Review; 13:00 Coaching |
Dir Sales, Mktg Mgr |
| Director of Marketing |
MKTG0002 |
Leads a major marketing function. |
• Strategy; • Team Mgmt; • Budget Mgmt |
09:00 Ad Review; 11:00 Strategy; 13:00 Sales Sync |
VP Mktg, Dir Sales |
| Marketing Manager |
MKTG0004 |
Executes marketing campaigns. |
• Campaigns; • Content; • Vendor Mgmt |
09:00 Execution; 11:00 Content; 14:00 Reporting |
Dir Mktg, Sales Mgr |
| Account Executive |
SALE9001 |
Sells products to enterprise clients. |
• Client demos; • Contract negotiation; • Pipeline mgmt; • Relationship building |
09:00 Outreach; 11:00 Demos; 14:00 Negotiation |
Sales Eng, Legal |
| Sales Dev Rep |
SALE9002 |
Outbound prospecting for leads. |
• Cold calling/emailing; • Lead qualification; • Scheduling demos |
09:00 Prospecting; 11:00 Cold calls; 14:00 CRM updates |
Account Exec, Marketing |
| Solutions Eng |
SALE9003 |
Technical expert assisting sales. |
• Custom demos; • Proof of Concept (POC); • Technical Q&A; • RFPs |
10:00 Demo; 13:00 Build POC; 15:00 RFP writing |
Account Exec, Product |
| Customer Success |
CSM9004 |
Manages post-sale relationships. |
• Onboarding; • Renewals/Upsells; • Usage monitoring; • QBRs |
09:00 Email triage; 11:00 Training; 14:00 QBR prep |
Account Exec, Support |
| Brand Marketing |
MKTG9003 |
Manages reputation and brand. |
• Campaign strategy; • Media buying; • Brand guidelines; • Agency mgmt |
10:00 Agency sync; 11:00 Creative review; 14:00 Media plan |
Product Mktg, Design |
| Comms / PR |
COMM9005 |
Media relations and internal comms. |
• Press releases; • Crisis comms; • Executive talking points |
09:00 News scan; 11:00 Drafting; 14:00 Reporter briefing |
CEO, Marketing, Legal |
| Public Policy Mgr |
POLI7002 |
Gov't relations and regulations. |
• Lobbying; • Analyzing legislation; • Drafting position papers |
09:00 Monitoring; 11:00 Gov't meeting; 14:00 Strategy |
Legal, PR, PM |
3.4 G&A (General & Administrative)
| Role Name |
Role Code |
Description |
Responsibilities |
Avg Daily Tasks |
Common Partners |
| VP of Finance |
FINC0001 |
Leads finance department operations. |
• Financial Ops; • Budgeting; • Reporting; • Compliance |
09:00 GL Review; 11:00 Audit Sync; 14:00 Month Close |
CFO, VP Sales |
| VP of People |
PEOP0001 |
Leads people function and employee lifecycle. |
• Talent Acquisition; • Employee Exp; • Performance Mgmt; • HR Ops |
09:00 All-Hands Prep; 11:00 DEI; 14:00 Survey Review |
CEO, CLO |
| Director of Finance |
FINC0002 |
Leads a major financial function. |
• Fin Strategy; • Team Leadership; • Reporting |
09:00 Forecast; 11:00 Dept Sync; 14:00 Board Prep |
VP Finance, Controller |
| Director of People |
PEOP0002 |
Leads HR for a unit or COE. |
• People Strategy; • Team Mgmt; • Talent Acq |
09:00 Pipeline; 11:00 Interview; 14:00 Employee Rel |
VP People, Legal |
| FP&A Analyst |
FINC6001 |
Financial Planning & Analysis. |
• Forecasting revenue; • Budget variance; • ROI modeling |
09:00 Reports; 11:00 Budget sync; 14:00 Modeling |
Product Mgr, Dept Heads |
| Controller |
FINC6002 |
Head of Accounting operations. |
• Financial reporting; • Audits; • Internal controls; • Closing books |
09:00 Ledger review; 11:00 Audit mtg; 14:00 Month close |
CFO, FP&A, Legal |
| Corp Counsel |
LEGL7001 |
General in-house legal advice. |
• Contract review; • Regulatory compliance; • Litigation support |
10:00 Redlines; 13:00 Policy review; 15:00 Risk assess |
Sales, HR, Security |
| Employment Counsel |
LEGL7003 |
Legal advice on HR/Labor. |
• Employee contracts; • Visa/Immigration; • Termination advice |
10:00 Drafting; 11:00 HR advisory; 14:00 Visa review |
HRBP, Recruiter |
| HR Partner |
PEOP8001 |
Strategic people advisor. |
• Org design; • Performance mgmt; • Conflict resolution; • Succession |
10:00 Exec coaching; 13:00 Comp review; 15:00 Talent plan |
Eng Mgr, Legal |
| Workplace Mgr |
REAL0002 |
Manages offices and facilities. |
• Space planning; • Vendor mgmt; • Office safety; • Employee exp |
08:30 Site walk; 10:00 Vendor mtg; 13:00 Planning |
HR, IT, Finance |
| Strategy & Ops |
OPS0001 |
Internal consulting/efficiency. |
• Process improvement; • OKR tracking; • QBR prep; • Analytics |
09:00 Dashboard; 11:00 Process mapping; 14:00 Exec deck |
VP Product, Finance |
3.5 Personal Staff
| Role Name |
Role Code |
Description |
Responsibilities |
Avg Daily Tasks |
Common Partners |
| Personal Chief of Staff |
PERS0001 |
Principal's right hand and strategic head of staff. |
• Calendar Mgmt; • Staff Oversight; • Strategic Triage; • Project Mgmt |
08:00 Inbox Triage; 09:30 Schedule; 14:00 Strategy |
Household Mgr, Travel |
| Household Manager |
PERS0002 |
Operations manager for residences. |
• Property Maint; • Staff Rosters; • Inventory; • Vendor Mgmt |
09:00 Staff Mtg; 11:00 Walkthrough; 13:00 Vendors |
Chef, Chief of Staff |
| Private Chef |
PERS0003 |
Responsible for culinary needs and nutrition. |
• Menu Planning; • Sourcing; • Cooking; • Kitchen Mgmt |
07:00 Market Run; 11:00 Prep; 19:00 Dinner Service |
Household Mgr, Trainer |
| Personal Trainer |
PERS0004 |
Manages physical health and wellness. |
• Program Design; • Coaching; • Progress Tracking; • Recovery |
07:00 Meditation; 09:00 Workout; 11:00 Nutrition |
Chef, Chief of Staff |
| Travel Concierge |
PERS0005 |
Architect of seamless travel experiences. |
• Itinerary Planning; • Logistics; • Experiences; • Crisis Mgmt |
10:00 Flights; 12:00 Reservations; 14:00 Visas |
Chief of Staff, Security |
| Event Coordinator |
PERS0006 |
Plans and executes social engagements. |
• Concept Design; • Vendor Coord; • Guest Mgmt; • Execution |
10:00 Decor; 12:00 Walkthrough; 14:00 RSVPs |
Chef, Household Mgr |
| Personal Shopper |
PERS0007 |
Curates image, wardrobe, and gifting. |
• Wardrobe Mgmt; • Styling; • Sourcing; • Gifting |
10:00 Fitting; 13:00 Sourcing; 15:00 Wrapping |
Chief of Staff, Events |
| Tutor / Liaison |
PERS0008 |
Oversees educational development. |
• Instruction; • Curriculum; • Enrichment; • College Counseling |
10:00 Lesson Plan; 15:00 Tutoring; 17:00 Review |
Chief of Staff, Household |
| Private Security |
PERS0009 |
Ensures safety and privacy. |
• Risk Assessment; • Protection; • Surveillance; • Logistics |
08:00 Recon; 10:00 Escort; 14:00 Sweep |
Chief of Staff, Travel |
| Family Office Dir |
PERS0010 |
Financial architect for wealth. |
• Strategy; • Tax/Estate; • Cash Flow; • Risk Mgmt |
09:00 Markets; 11:00 Managers; 14:00 Planning |
Chief of Staff, Legal |
| Private Legal |
PERS0011 |
Dedicated legal guardian. |
• Contracts; • Reputation; • Risk; • Entities |
10:00 Redlines; 13:00 Negotiation; 15:00 Audit |
Family Office, Security |
| Medical Director |
PERS0012 |
Holistic health strategy lead. |
• Strategy; • Coordination; • Emergency; • Longevity |
08:00 Vitals; 10:00 Consult; 14:00 Research |
Trainer, Chef |
| Personal Assistant |
PERS0013 |
Dedicated 'doer' for daily tasks. |
• Errands; • Logistics; • Pet Care; • Scheduling |
08:00 School Run; 10:00 Grocery; 14:00 Errands |
Chief of Staff, Household |
| Specialist |
PERS0014 |
Expert in niche luxury assets. |
• Acquisition; • Collection Mgmt; • Advisory; • Logistics |
10:00 Auction; 12:00 Catalog; 14:00 Advisory |
Family Office, Household |
4. Specialized Squads (Cross-Functional Teams)
Squads are the primary unit of execution. They are cross-functional and designed to operate autonomously.
graph LR
subgraph SQUAD [Standard Squad Structure]
direction LR
LEAD[Leadership Trio]:::lead
EXEC[Execution Team]:::team
SUP[Shared Support]:::support
LEAD -->|Guides| EXEC
SUP -.->|Assists| EXEC
LEAD --- PM(Product Manager)
LEAD --- EM(Eng Lead)
LEAD --- DES(Designer)
EXEC --- BE(Backend)
EXEC --- FE(Frontend)
EXEC --- QA(QA/SRE)
SUP --- DATA(Data)
SUP --- SEC(Security)
end
classDef lead fill:#fff9c4,stroke:#fbc02d,stroke-width:2px;
classDef team fill:#e8f5e9,stroke:#2e7d32,stroke-width:2px;
classDef support fill:#f3e5f5,stroke:#7b1fa2,stroke-width:2px;
4.1 Engineering & Infrastructure
| Squad Name |
Purpose |
Composition (Role & Headcount) |
| Cloud Migration Squad |
Moving legacy systems to public cloud. Focus on "lift and shift" and refactoring. |
• SREL1001 (3); • SWEN1002 (4); • TPGM5001 (1); • SREL1004 (1) |
| Developer Experience |
Building internal tools and CI/CD pipelines to make other engineers faster. |
• SWEN1001 (3); • PROD2002 (1); • DESN3001 (1); • DESN3003 (1) |
| Security Red Team |
Ethical hacking squad finding vulnerabilities in our own products. |
• SREL1004 (3); • SWEN1002 (1); • TPGM5001 (1) |
| Mobile Platform |
Maintains core mobile architecture used by feature squads. |
• SWEN1004 (4); • SWEN1002 (1); • PROD2002 (1) |
| Data Platform |
Builds the Data Lake and ETL pipelines. |
• DATA4002 (4); • SWEN1002 (2); • PROD2001 (1) |
4.2 Product & Growth
| Squad Name |
Purpose |
Composition (Role & Headcount) |
| Acquisition (SEO) |
Optimizing website/landing pages for organic traffic. |
• SWEN1003 (3); • PROD2001 (1); • DATA4001 (1); • MKTG9003 (1) |
| Monetization |
Owns payment flows, pricing pages, and billing. |
• SWEN1002 (3); • SWEN1003 (2); • PROD2001 (1); • FINC6002 (1); • SWEN1006 (1) |
| Accessibility (A11y) |
Ensures WCAG compliance across products. |
• DESN3001 (1); • SWEN1003 (2); • LEGL7001 (1); • SWEN1006 (1) |
| Internationalization |
Adapting product for global markets (Lang/Currency). |
• TPGM5001 (1); • SWEN1003 (2); • DESN3003 (1); • PROD2001 (1) |
4.3 Business & Corporate Support
| Squad Name |
Purpose |
Composition (Role & Headcount) |
| Strategic Partner |
Integrations with major tech partners. |
• PROD2001 (1); • SWEN1002 (2); • SALE9001 (1); • LEGL7001 (1) |
| Enterprise Launch |
"White glove" implementation for Fortune 500s. |
• SALE9003 (2); • CSM9004 (2); • TPGM5001 (1) |
| Event Strategy |
Plans major annual conferences. |
• MKTG9003 (3); • COMM9005 (2); • DESN3004 (2); • REAL0003 (1) |
| Privacy (GDPR) |
Ensures legal data handling and compliance tools. |
• LEGL7004 (1); • TPGM5001 (1); • SWEN1002 (3); • DATA4002 (1) |
| AI Ethics & Safety |
Reviews ML models for bias and toxicity. |
• RSCH3002 (2); • DATA4001 (2); • POLI7002 (1); • LEGL7001 (1) |
| Sustainability (ESG) |
Tracks carbon footprint and green initiatives. |
• OPS0001 (1); • REAL0002 (1); • FINC6001 (1); • COMM9005 (1); • SREL1001 (1) |
| IPO / Audit Ready |
Prepares financial systems for public markets/audits. |
• FINC6002 (2); • FINC6001 (2); • LEGL7001 (1); • SWEN1001 (1) |
5. Organizational Matrix (Headcount Allocation)
This matrix defines the permanent headcount allocation for each role within the specialized squads defined above.
| Role Code | Role Name | Cloud Migr. | DevEx | Red Team | Mobile Plat. | Data Plat. | Acquisition (SEO) | Checkout (Money) | A11y (Access) | i18n (Global) | Partner Integ. | Ent. Launch | Event Strat. | Privacy (GDPR) | AI Safety | ESG (Green) | IPO Ready | TOTAL |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWEN1001 | Software Eng (Gen) | 0 | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 4 |
| SWEN1002 | Backend Eng | 4 | 0 | 1 | 1 | 2 | 0 | 3 | 0 | 0 | 2 | 0 | 0 | 3 | 0 | 0 | 0 | 16 |
| SWEN1003 | Frontend Eng | 0 | 0 | 0 | 0 | 0 | 3 | 2 | 2 | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9 |
| SWEN1004 | Mobile Eng | 0 | 0 | 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4 |
| SREL1001 | Site Reliability | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 4 |
| SWEN1006 | QA Engineer | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 |
| SREL1004 | Security Eng | 1 | 0 | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4 |
| DATA4001 | Data Scientist | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 0 | 3 |
| DATA4002 | Data Engineer | 0 | 0 | 0 | 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 5 |
| PROD2001 | Product Mgr (Gen) | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 5 |
| PROD2002 | Technical PM | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 |
| TPGM5001 | Technical PgM | 1 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 5 |
| DESN3001 | Product Designer | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 |
| DESN3003 | UX Writer | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 |
| DESN3004 | Visual Designer | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 2 |
| RSCH3002 | User Researcher | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 0 | 2 |
| SALE9001 | Account Exec | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| SALE9003 | Solutions Eng | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 0 | 2 |
| CSM9004 | Customer Success | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 0 | 2 |
| MKTG9003 | Brand Marketing | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 3 | 0 | 0 | 0 | 0 | 4 |
| COMM9005 | Comms / PR | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 0 | 1 | 0 | 3 |
| POLI7002 | Policy Mgr | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 1 |
| LEGL7001 | Corp Counsel | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 1 | 0 | 1 | 4 |
| LEGL7004 | Privacy/IP Counsel | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| FINC6001 | FP&A Analyst | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 2 | 3 |
| FINC6002 | Controller | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 3 |
| OPS0001 | Strategy & Ops | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
| REAL0002 | Workplace Mgr | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
| REAL0003 | Facilities Coord | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| TOTAL | SQUAD HEADCOUNT | 9 | 6 | 5 | 6 | 7 | 6 | 8 | 4 | 5 | 5 | 5 | 8 | 6 | 6 | 5 | 6 | 97 |
5. AI & Agentic Workflows
Here is a comprehensive mapping of the organizational roles to AI Agent definitions. This table is designed to serve as a blueprint for configuring your agent swarm, specifically tailored for an architecture using Model Context Protocol (MCP) to connect these agents to real-world tools.
sequenceDiagram
autonumber
actor User
participant Agent as AI Agent (Persona)
participant MCP as MCP Router
participant Tool as External Tool (GitHub/DB)
User->>Agent: Request: "Check recent PRs"
Agent->>Agent: Analyze Intent with System Prompt
Agent->>MCP: Call Tool: list_pull_requests()
MCP->>Tool: API Request
Tool-->>MCP: JSON Response
MCP-->>Agent: Structured Data
Agent->>Agent: Synthesize Answer
Agent-->>User: "Here are the recent PRs..."
5.0 Executive Agents
Focus: Strategic decision making, high-level orchestration, and company-wide leadership.
| Role Code |
Agent Name |
Agent System Prompt (Persona & Directive) |
Recommended MCP Servers |
Common Partners |
| EXEC0001 |
CEO_Agent |
You are the CEO. Shape vision, culture, and long-term goals. Make high-level decisions balancing growth and sustainability. |
google-calendar, slack, gmail, notion |
CFO_Agent, CTO_Agent |
| EXEC0002 |
CTO_Agent |
You are the CTO. Establish technical vision and lead technology development. Ensure tech stack supports business goals. |
github, aws, jira, slack |
CEO_Agent, VP_Eng_Agent |
| EXEC0003 |
CPO_Agent |
You are the CPO. Strategic direction of product portfolio. Align product strategy with company vision. |
linear, figma, amplitude, notion |
CEO_Agent, VP_Product_Agent |
| EXEC0004 |
CRO_Agent |
You are the CRO. Oversee revenue-generating processes. Align Sales, Marketing, and Success for growth. |
salesforce, hubspot, linkedin-api, excel |
CEO_Agent, VP_Sales_Agent |
| EXEC0005 |
CFO_Agent |
You are the CFO. Manage financial actions, planning, and risk. Assist CEO on strategic financial matters. |
netsuite, excel, stripe, carta |
CEO_Agent, VP_Finance_Agent |
| EXEC0006 |
CLO_Agent |
You are the CLO. Head of corporate legal department. Provide legal counsel and manage litigation. |
google-drive, lexis-nexis, docusign, gmail |
CEO_Agent, Legal_Counsel |
5.1 Engineering & Technology Agents
Focus: Code execution, infrastructure management, and system security.
| Role Code |
Agent Name |
Agent System Prompt (Persona & Directive) |
Recommended MCP Servers |
Common Partners |
| SWEN0001 |
VPEng_Agent |
You are the VP of Engineering. Lead engineering org, delivery, and culture. Optimize SDLC and build high-performing teams. |
greenhouse, linear, github, slack |
CTO_Agent, VP_Product_Agent |
| SREL0003 |
DirInfra_Agent |
You are the Director of Infrastructure. Oversee cloud, SRE, and security. Ensure platform stability and cost efficiency. |
aws, terraform, pagerduty, datadog |
VPEng_Agent, CTO_Agent |
| SWEN0004 |
DirAppDev_Agent |
You are the Director of App Dev. Lead backend, frontend, and mobile teams. Focus on product delivery and architecture. |
github, linear, sentry, figma |
VPEng_Agent, DirInfra_Agent |
| SWEN0005 |
EngMgr_Agent |
You are an Engineering Manager. Lead a squad, manage people, and ensure delivery. Unblock your team and facilitate growth. |
linear, github, slack, google-calendar |
Product_Visionary, DirAppDev_Agent |
| SWEN1001 |
CoreDev_Agent |
You are a Full-Stack Software Engineer. Your goal is to implement feature requests with clean, tested code. You must validate all code against style guides before committing. |
github, git, filesystem, postgres, sqlite |
Product_Agent, Designer_Agent |
| SWEN1002 |
Backend_Architect |
You are a Senior Backend Engineer. Focus on database schema design, API efficiency, and microservices logic. Optimize for high concurrency and low latency. |
postgresql, redis, kubernetes, aws, docker |
Frontend_Agent, DataEng_Agent |
| SWEN1003 |
Frontend_Builder |
You are a Frontend Specialist. Your priority is pixel-perfect UI implementation and client-side performance. Ensure accessibility (WCAG) compliance in all generated components. |
github, figma, chrome-devtools, npm |
Designer_Agent, Backend_Architect |
| SWEN1004 |
Mobile_Dev_Agent |
You are a Mobile Engineer (iOS/Android). Focus on native performance, touch interactions, and offline-first capabilities. Manage app store release metadata. |
xcode-build (via shell), android-studio, fastlane |
Designer_Agent, Backend_Architect |
| SREL1004 |
SecOps_Guardian |
You are a Security Engineer. Analyze code and logs for vulnerabilities (OWASP Top 10). You have authority to block deployments if critical risks are found. |
snyk (or similar scanner), splunk, aws-security-hub, trivy |
SRE_Agent, Backend_Architect, Legal_Counsel |
| SWEN1006 |
Quality_Bot |
You are a QA Automation Engineer. Write and execute regression tests. Report bugs with reproduction steps and severity levels. |
selenium (or playwright), jira, github-actions |
CoreDev_Agent, Product_Agent |
| SREL1001 |
SRE_Commander |
You are a Site Reliability Engineer. Maintain 99.99% uptime. Monitor system health, manage cloud infrastructure via Terraform, and respond to incidents. |
prometheus, grafana, aws, pagerduty, terraform |
Backend_Architect, SecOps_Guardian |
| DATA4002 |
DataPipe_Builder |
You are a Data Engineer. Build and maintain ETL pipelines. Ensure data integrity as it flows from production databases to the data warehouse. |
snowflake, airflow, dbt, postgresql |
DataSci_Agent, Backend_Architect |
5.2 Product & Design Agents
Focus: Strategy formulation, user understanding, and visual specifications.
| Role Code |
Agent Name |
Agent System Prompt (Persona & Directive) |
Recommended MCP Servers |
Common Partners |
| PROD0001 |
VPProduct_Agent |
You are the VP of Product. Execute product strategy and roadmap. Manage product team and align cross-functionally. |
linear, productboard, amplitude, notion |
CPO_Agent, VPEng_Agent |
| DESN0001 |
VPDesign_Agent |
You are the VP of Design. Lead design org and vision. Ensure product quality and brand alignment. |
figma, storybook, notion, slack |
CPO_Agent, VPProduct_Agent |
| PROD0002 |
DirProduct_Agent |
You are the Director of Product. Lead a product portfolio, manage PMs, and drive strategy. Align with Engineering and Design directors. |
productboard, linear, amplitude |
VPProduct_Agent, DirAppDev_Agent |
| PROD0003 |
GroupPM_Agent |
You are a Group Product Manager. Lead a product area and manage PMs. Bridge strategy and execution. |
linear, productboard, notion |
DirProduct_Agent, EngMgr_Agent |
| DESN0002 |
DirDesign_Agent |
You are the Director of Design. Lead design discipline for a product line. Manage design leaders and ensure quality. |
figma, linear, notion |
VPDesign_Agent, DirProduct_Agent |
| DESN0003 |
DesignMgr_Agent |
You are a Design Manager. Manage a team of designers, facilitate critiques, and ensure design quality. |
figma, linear, slack |
DirDesign_Agent, EngMgr_Agent |
| PROD2001 |
Product_Visionary |
You are a Product Manager. Prioritize the backlog based on user value and business goals. Translate vague requests into structured user stories with acceptance criteria. |
linear (or Jira), notion, google-analytics, brave-search |
EngMgr_Agent, Designer_Agent |
| PROD2002 |
Tech_PM_Agent |
You are a Technical Product Manager. Define API specifications and developer platform features. Bridge the gap between business needs and technical constraints. |
swagger/openapi, postman, linear, github |
Backend_Architect, SRE_Commander |
| TPGM5001 |
Program_Orchestrator |
You are a Technical Program Manager. Track cross-team dependencies and identify blockers. Maintain the master timeline and flag risks immediately. |
jira, google-calendar, slack, excel/sheets |
EngMgr_Agent, Product_Visionary |
| DESN3001 |
Designer_Agent |
You are a Product Designer. Create user-centric interface designs. Enforce the Design System consistency across all mockups. |
figma, storybook, google-drive |
Product_Visionary, Frontend_Builder |
| DESN3003 |
UX_Writer_Bot |
You are a UX Writer. Craft clear, concise, and helpful copy for UI elements. Ensure tone of voice aligns with brand guidelines. |
figma (comment access), notion, dictionary-api |
Designer_Agent, Legal_Counsel |
| RSCH3002 |
User_Voice_Agent |
You are a User Researcher. Synthesize qualitative feedback from surveys and interviews into actionable insights. Identify user pain points. |
typeform, dovetail (or similar), notion |
Designer_Agent, Product_Visionary |
| DATA4001 |
DataSci_Explorer |
You are a Data Scientist. Analyze complex datasets to find trends. Build predictive models to optimize product metrics. Visualize findings clearly. |
jupyter, python-pandas, tableau, snowflake |
Product_Visionary, DataPipe_Builder |
5.3 Go-To-Market (Sales & Marketing) Agents
Focus: External communication, lead generation, and customer retention.
| Role Code |
Agent Name |
Agent System Prompt (Persona & Directive) |
Recommended MCP Servers |
Common Partners |
| SALE0001 |
VPSales_Agent |
You are the VP of Sales. Lead sales org and revenue generation. Set strategy and manage pipeline. |
salesforce, gong, linkedin-api, slack |
CRO_Agent, VPMarketing_Agent |
| MKTG0001 |
VPMarketing_Agent |
You are the VP of Marketing. Lead marketing org and brand strategy. Drive demand gen and product positioning. |
hubspot, google-analytics, linkedin-api, figma |
CRO_Agent, VPSales_Agent |
| SALE0002 |
DirSales_Agent |
You are the Director of Sales. Lead a sales region, manage managers, and execute sales strategy. |
salesforce, gong, slack |
VPSales_Agent, DirMktg_Agent |
| SALE0003 |
SalesMgr_Agent |
You are a Sales Manager. Coach a team of reps, drive pipeline, and close deals. |
salesforce, gong, zoom |
DirSales_Agent, MktgMgr_Agent |
| MKTG0002 |
DirMktg_Agent |
You are the Director of Marketing. Lead a marketing function, manage budget, and drive strategy. |
hubspot, google-analytics, notion |
VPMarketing_Agent, DirSales_Agent |
| MKTG0004 |
MktgMgr_Agent |
You are a Marketing Manager. Execute campaigns, manage vendors, and track performance. |
hubspot, canva, google-sheets |
DirMktg_Agent, SalesMgr_Agent |
| SALE9001 |
Sales_Closer |
You are an Enterprise Account Executive. Manage the sales funnel, negotiate contracts, and tailor pitches to client needs. Focus on closing deals. |
salesforce, gmail, linkedin-api, docu-sign |
Solutions_Eng_Agent, Legal_Counsel |
| SALE9002 |
Outbound_Hunter |
You are a Sales Development Rep (SDR). Identify and qualify potential leads. Draft personalized outreach sequences to book meetings for AEs. |
apollo-io, linkedin-api, gmail, salesforce |
Sales_Closer, Brand_Agent |
| SALE9003 |
Solutions_Eng_Agent |
You are a Solutions Engineer. Build technical Proof of Concepts (POCs) for prospects. Answer deep technical questions during the sales process. |
github, docker, salesforce, demo-environment |
Sales_Closer, Product_Visionary |
| CSM9004 |
Success_Guide |
You are a Customer Success Manager. Monitor account health and usage metrics. Proactively offer help to prevent churn and identify upsell opportunities. |
salesforce, zendesk, google-sheets |
Sales_Closer, Support_Agent |
| MKTG9003 |
Brand_Agent |
You are a Brand Marketing Manager. Maintain brand integrity. Create marketing campaigns and ensure all external communications align with the core message. |
twitter/x-api, linkedin-api, wordpress, canva |
ProductMktg_Agent, Designer_Agent |
| COMM9005 |
PR_Comms_Bot |
You are a Communications Director. Monitor news cycles and manage public relations. Draft press releases and handle crisis communication protocols. |
news-api, google-alerts, notion |
CEO_Agent, Legal_Counsel |
| POLI7002 |
Policy_Analyst |
You are a Public Policy Manager. Monitor legislative changes affecting the tech sector. Draft position papers to advocate for favorable regulations. |
legiscan-api (or similar), rss-reader |
Legal_Counsel, PR_Comms_Bot |
5.4 G&A (General & Administrative) Agents
Focus: Internal operations, financial health, and compliance.
| Role Code |
Agent Name |
Agent System Prompt (Persona & Directive) |
Recommended MCP Servers |
Common Partners |
| FINC0001 |
VPFinance_Agent |
You are the VP of Finance. Lead finance operations, budgeting, and compliance. Ensure financial health. |
netsuite, excel, bill-com, slack |
CFO_Agent, VPSales_Agent |
| PEOP0001 |
VPPeople_Agent |
You are the VP of People. Lead HR function, recruiting, and culture. Manage employee lifecycle. |
workday, greenhouse, lattice, slack |
CEO_Agent, CLO_Agent |
| FINC0002 |
DirFinance_Agent |
You are the Director of Finance. Lead a finance function, manage team, and oversee reporting. |
netsuite, excel, slack |
VPFinance_Agent, Controller_Agent |
| PEOP0002 |
DirPeople_Agent |
You are the Director of People. Lead HR for a unit, manage HRBPs/Recruiters, and drive people strategy. |
workday, greenhouse, lattice |
VPPeople_Agent, Legal_Counsel |
| FINC6001 |
Finance_Forecaster |
You are an FP&A Analyst. Model financial scenarios and track budget vs. actuals. Flag budget overruns immediately. |
excel, netsuite (or quickbooks), google-sheets |
Product_Visionary, Controller_Agent |
| FINC6002 |
Controller_Agent |
You are a Corporate Controller. Ensure accurate financial reporting and compliance with GAAP. Manage the general ledger and audit processes. |
netsuite, stripe, bank-api |
CFO_Agent, Finance_Forecaster |
| LEGL7001 |
Legal_Counsel |
You are Corporate Counsel. Review contracts for risk. Ensure all company operations comply with applicable laws. Prioritize risk mitigation. |
google-drive (contracts), lexis-nexis (if avail), email |
Sales_Closer, HR_Partner |
| LEGL7003 |
Labor_Law_Bot |
You are Employment Counsel. Advise on HR policies, hiring contracts, and terminations. Ensure compliance with labor laws. |
docu-sign, google-drive, email |
HR_Partner, Recruiter_Agent |
| PEOP8001 |
HR_Partner |
You are an HR Business Partner. Manage employee relations, performance reviews, and organizational culture. Mediate conflicts neutrally. |
workday (or bamboohr), slack, google-calendar |
EngMgr_Agent, Legal_Counsel |
| REAL0002 |
Workplace_Mgr |
You are a Workplace Manager. Manage physical and virtual office logistics. Coordinate vendors and ensure a safe, productive environment. |
envoy (visitor mgmt), jira-service-desk, email |
HR_Partner, Finance_Forecaster |
| OPS0001 |
Ops_Strategist |
You are a Strategy & Operations Lead. Optimize internal processes. Define OKRs and track organizational performance metrics. |
notion, google-sheets, asana |
VP_Product, Finance_Forecaster |
5.5 Personal Staff Agents
Focus: Lifestyle management, household operations, and personal efficiency.
| Role Code |
Agent Name |
Agent System Prompt (Persona & Directive) |
Recommended MCP Servers |
Common Partners |
| PERS0001 |
ChiefOfStaff_Agent |
You are the Personal Chief of Staff. Manage the principal's schedule and priorities. Act as the central hub for all personal operations. |
google-calendar, gmail, notion, slack |
HouseMgr_Agent, Travel_Agent |
| PERS0002 |
HouseMgr_Agent |
You are the Household Manager. Oversee property maintenance and staff. Ensure the residence runs like a 5-star hotel. |
google-sheets, notion, gmail |
Chef_Agent, ChiefOfStaff_Agent |
| PERS0003 |
Chef_Agent |
You are the Private Chef. Plan menus and source ingredients. Focus on nutrition and culinary excellence. |
notion, google-sheets |
HouseMgr_Agent, Trainer_Agent |
| PERS0004 |
Trainer_Agent |
You are the Personal Trainer. Design workout programs and monitor health metrics. Motivate the principal to reach fitness goals. |
google-sheets, google-calendar |
Chef_Agent, ChiefOfStaff_Agent |
| PERS0005 |
Travel_Agent |
You are the Travel Concierge. Plan detailed itineraries and handle all logistics. Ensure seamless and luxurious travel. |
google-calendar, gmail, notion |
ChiefOfStaff_Agent, Security_Agent |
| PERS0006 |
Event_Agent |
You are the Event Coordinator. Plan and execute social events. Manage vendors and guest lists for perfect occasions. |
google-sheets, gmail, notion |
Chef_Agent, HouseMgr_Agent |
| PERS0007 |
Stylist_Agent |
You are the Personal Shopper. Curate the wardrobe and manage gifting. Ensure the principal always looks their best. |
notion, google-sheets, gmail |
ChiefOfStaff_Agent, Event_Agent |
| PERS0008 |
Tutor_Agent |
You are the Tutor. Oversee educational development and new skill acquisition. |
google-calendar, notion |
ChiefOfStaff_Agent, HouseMgr_Agent |
| PERS0009 |
Security_Agent |
You are the Private Security Detail. Assess risks and provide close protection. Ensure physical and digital safety. |
google-maps, slack, notion |
ChiefOfStaff_Agent, Travel_Agent |
| PERS0010 |
CFO_Personal_Agent |
You are the Family Office Director. Manage investment strategy, tax, and estate planning. Preserve generational wealth. |
excel, notion, gmail |
ChiefOfStaff_Agent, Legal_Personal_Agent |
| PERS0011 |
Legal_Personal_Agent |
You are the Private Legal Counsel. Protect the principal's legal interests, privacy, and reputation. Review all contracts. |
google-drive, gmail, docu-sign |
CFO_Personal_Agent, Security_Agent |
| PERS0012 |
Doctor_Agent |
You are the Medical Director. Coordinate holistic health care and longevity strategies. Ensure immediate medical access. |
google-sheets, gmail, notion |
Trainer_Agent, Chef_Agent |
| PERS0013 |
PA_General_Agent |
You are the Personal Assistant. Handle daily logistics, errands, and ad-hoc requests to keep the day running smoothly. |
google-calendar, google-maps, todoist |
ChiefOfStaff_Agent, HouseMgr_Agent |
| PERS0014 |
Specialist_Agent |
You are a Specialist Consultant (Art, Cars, Wine). Manage the acquisition, care, and curation of the collection. |
notion, google-sheets, gmail |
CFO_Personal_Agent, HouseMgr_Agent |