LuxSci × VertoDigital
SOLUTION ARCHITECTURE

A buying-signal agent that lives inside Claude.

Three data sources feed a compliance-first orchestration layer that Claude queries in plain language - so LuxSci's SDR / BDR team can see the highest-intent accounts to reach out to, without a new portal to learn or bulk data to warehouse.

Prepared by VertoDigital For review · Pete Wermter, CISO Greg Neville, Eric (founder) Draft v1 · Jul 2026
Data sources

GA4

Website intent

Pricing & product-page visits, repeat sessions, high-intent events tagged on the site.

Analytics Data API v1

Salesforce

CRM & pipeline

Accounts, open opportunities, stage, owner, activity - queried inside the secure instance.

REST API · SOQL

ZoomInfo

Firmographics + intent

Company match, size & industry, buyer-intent topics - intent-first querying to conserve credits.

Enrich + Intent API
accessed via MCP tools
Orchestration · Cloudflare

The MCP layer - hosted on Cloudflare Workers

one decision to confirm with the CISO

An MCP server on Cloudflare Workers exposes each source to Claude as a set of scoped tools. It can proxy the source APIs live with no storage - or sit in front of a warehouse that persists & scores signals. Orchestration-only is our recommended, compliance-first starting point.

Recommended
OPTION A

Live orchestration

Claude→ MCP · Workers→ Source APIs↺

No bulk data storage. Tools call each API on demand; Claude composes the signals per query at runtime.

Why we lead here - smallest stored-data footprint, easiest CISO path, fastest to ship.
Tradeoff - API rate/credit limits, per-query latency, no long-term trend history.
OR
OPTION B

Store & serve

original vision
Sources→ Warehouse→ MCP→ Claude

BigQuery (or Cloudflare D1/R2) persists raw events, computes an account-level intent score, serves aggregates.

Best when - you need historical trend, fast scoring, resilience to API limits.
Tradeoff - pipelines to build; stored PII triggers heavier BAA / HIPAA governance.
Hybrid path - store only GA4 events & the computed score for trend, call Salesforce & ZoomInfo live. Cloudflare Workers host the MCP either way, so we can move A → B without re-platforming.
MCP protocol
Interface

Claude - the enterprise app, no new portal

plain-language, MCP-powered

SDRs / BDRs ask questions in the Claude they already use. Claude calls the MCP tools, reasons over the signals, and returns the accounts worth acting on. Phase 1 is read-only - insights stay in the conversation; nothing is written back to source systems yet.

"Which healthcare orgs hit pricing 2+ times this week?"
"Score my top 10 open accounts by combined intent."
"Draft HIPAA-aware outreach for [Account]."
grounded by the brain
The brain · skills

The "brain" - skills & rules as Markdown

multi-tool flows, not one big prompt

We package repeatable work as skills - Markdown files holding the steps, ICP definitions, scoring logic and brand rules Claude follows. Each skill chains several scoped MCP tools rather than relying on one long prompt.

Skill 01

Account intent scoring

Blends GA4 web signals, ZoomInfo intent topics and Salesforce stage into a 0–100 account score against the ICP.

get_intent_events · get_intent_topics · query_accounts
Skill 02

Daily in-market digest

A scheduled task that surfaces each morning's top-intent accounts and what changed since yesterday.

scheduled task · score → rank → summarize
Skill 03

HIPAA outreach drafter

Drafts compliant, on-brand first-touch outreach for a chosen account, grounded in its live signals.

enrich_company · brand rules · get_account_activity
MCP TOOLS & ENDPOINTS

What Claude can call, per source

GA4Analytics Data API v1 · runReport
get_intent_events() · get_account_page_views() · get_repeat_visits()
SalesforceREST · /query (SOQL), /sobjects
query_accounts() · get_open_opps() · get_account_activity()
ZoomInfoEnrich · Intent · Search API
get_intent_topics() · enrich_company() · search_accounts()

Each tool is scoped & read-only in Phase 1. ZoomInfo calls lead with intent topics to keep credit usage low.

SECURITY & GOVERNANCE

Built for the CISO conversation

  • No bulk warehousing (Option A). Data is queried on demand and not persisted, minimizing the stored-PII footprint.
  • Salesforce stays in the secure instance. External access is a known blocker - we work within LuxSci's boundary, no data leaves it.
  • CISO + founder sign-off. Greg Neville reviews governance; Eric approves system access before any credentials are provisioned.
  • Scoped, auditable tools. Each MCP tool is least-privilege and read-only in Phase 1; access is per-user via the enterprise Claude app.
Phase 2 · later

Where this goes once Phase 1 lands

Write-back to Salesforce. Push the intent score & signals onto the account record for the whole team.
Feed paid-ads ABM. Send top in-market accounts to the ad platforms for account-based targeting.
Content agent. A second agent that drafts on-brand assets from the same brain.

VERTODIGITAL × LUXSCI · BUYING-SIGNAL AGENT · DRAFT ARCHITECTURE FOR REVIEW