[REVISION HISTORY]

Acceleration of agentic commerce and AI-driven discovery

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2026-09-08 13:14 UTC → 2026-09-11 21:02 UTC · added ~~removed~~

The transition toward ‘agentic commerce’ is accelerating as AI moves from recommendation engines to active task execution. Industry leaders are restructuring platforms to support this shift; Salesforce has transitioned its Commerce Cloud into ‘Agentforce Commerce’ to integrate commerce data with CRM and marketing ecosystems, while BigCommerce noted that traditional search-engine-driven shopping is being challenged by AI tools like OpenAI, Perplexity, and Gemini. Recent developments suggest AI agents could eventually replace traditional e-commerce checkout pages. Stripe President Will Gaybrick indicates that instead of users navigating shopping carts, agents may execute purchases directly, shifting design focus from human-centric interfaces to machine-readable technical interfaces. In September 2026, Anthropic introduced an agentic AI commerce blueprint for Claude, providing frameworks for retail, travel, and telecommunications. This toolkit enables consumer agents to manage orders, inquiries, and returns via natural language, while merchant-side agents assist with inventory and sales analysis. Anthropic reported that retailers using these agents have seen cart growth of up to 35%. To drive adoption, Anthropic is collaborating with Accenture, Mastercard, and Visa, while Shopify is developing a reference storefront based on the framework. ~~Experts suggest significant value lies in post-purchase automation, such as streamlining~~ Expanding on these collaborations, Visa, Mastercard, and Ant International have launched a joint initiative to develop the ~~costly returns process. A Mastercard report, ‘A Short History of~~ ‘Know-Your-Agent’ (KYA) interoperability framework. Facilitated through the ~~Future~~ BuildFin.ai platform convened by the Monetary Authority of ~~Shopping~~ Singapore, the KYA framework aims to establish common standards for identifying and ~~Payments’, predicts that by 2030, more than one in ten consumers will systematically use~~ verifying AI agents authorized to ~~conduct online~~ make purchases. ~~The report anticipates agents will handle repetitive daily purchases like groceries and medicine, potentially negotiating prices~~ This initiative integrates existing protocols, such as Visa’s Trusted Agent Protocol and ~~shifting the shopping experience from transactional tasks~~ Mastercard’s Verifiable Intent, to ~~discovery~~ reduce integration costs and ~~inspiration.~~ enhance risk visibility. While McKinsey projects AI agents could orchestrate between US$3 trillion and US$5 trillion in global commerce by 2030, consumer trust remains a hurdle; Visa research shows confidence in AI payments rises to 61% when a trusted payment brand is involved. To further support merchants, Mastercard introduced Agent Connect, a single integration layer for connecting to various AI shopping platforms.

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