# Agentic Commerce Research — March 2026

## Key Finding: We Are the Only MCP-Native Quality Layer

No MCP server on any registry combines feedback capture, prevention rules, Thompson Sampling quality scores, and commerce categories. The space is empty.

## Protocol Landscape

No dominant open agentic commerce protocol exists yet. MCP itself is the closest thing to an open transport layer. Google, OpenAI, Meta, and Amazon are all building proprietary agent shopping — our play is the quality layer underneath whoever wins.

| Player | Status | Our Angle |
|--------|--------|-----------|
| Google AI Shopping | Live, no open protocol found | Quality layer for Merchant Center integrations |
| OpenAI ChatGPT Shopping | Live since Sept 2025 | MCP tool alongside their product feeds |
| Azoma ACO | Early-stage, enterprise clients | Partner — they need quality tooling |
| Sierra AI (Bret Taylor) | Major player, serves Gap/Wayfair/ASOS | Too big to partner, but their customers need us |
| Shopify | MCP support added Winter 2026 | Technology Partner Program — natural fit |
| Meta | Agentic commerce tools announced Jan 2026 | Watch and wait |

## Who's Buying

- Sierra AI customers (Gap, Wayfair, ASOS, Casper, Sonos) — already paying for agent quality
- Enterprise trace-observability customers — $2.50-5.00/1K traces
- Shopify merchants experimenting with AI agents (~2M merchants)
- Deloitte/EPAM building agentic commerce implementations for enterprises

## Competitive Landscape

| Tool | Price | MCP-Native | Prevention Rules | Commerce Categories |
|------|-------|-----------|-----------------|-------------------|
| Trace observability suites | ~$39/seat + traces | No | No | No |
| Arize | $50/mo+ | No | No | No |
| Helicone | $79-799/mo | No | No | No |
| Sierra AI | Custom enterprise | No | No | No |
| **ThumbGate** | **$5-49** | **Yes** | **Yes** | **Yes** |

## Distribution Gaps (Critical)

We are NOT listed on any major MCP registry:
- mcp.so (18,419 servers) — NOT LISTED
- glama.ai (18,991 servers) — NOT LISTED
- registry.modelcontextprotocol.io (official) — NOT LISTED

## March 2026 Action Plan

### This Week
1. Submit to mcp.so, glama.ai, registry.modelcontextprotocol.io
2. Update npm keywords for commerce discoverability
3. Product Hunt launch

### This Month
4. Shoptalk 2026 (March 24-26, Las Vegas) — THE agentic commerce event
5. Cold outreach: Azoma, Shopify Partner Program, EPAM, Deloitte, Orium
6. Create 2-min demo video: bad recommendation → feedback → prevention rule → better recommendation

### Revenue Path
- Fastest to revenue: Shopify MCP integration
- Fastest to partnership: Azoma
- Highest value: Deloitte/EPAM consulting partnerships ($50K+ implementations)

## Pricing Benchmarks

- Free tier (must have)
- Pro: $50-79/mo
- Team: $799/mo
- Enterprise: $5K-50K/mo custom
- Per-trace: $2.50-5.00 per 1K traces
