Workday, a cloud software provider for human resources and finance, faces disintermediation risk as customers use third-party AI agents built on Anthropic’s Claude and Microsoft platforms to access its data directly. As of Q2 2026, Workday had over 5,500 customers using its AI agents, with 35% quarterly growth and nearly $600 million in annual recurring revenue. The company developed the Agent System of Record, a platform to register, track and govern all AI agents, including third-party ones. Workday supports interoperability standards MCP and A2A and partnered with Microsoft for unified tracking, signaling its strategy to monetize external agent access.
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