When a protocol reaches 97 million monthly SDK downloads thirteen months after launch, you're watching infrastructure converge around genuine production pain. MCP solved how agents connect to systems. OpenAI and Google adopted it. The Linux Foundation now governs it.
We think the next six months reveal what happens after the pipes standardize. Integration becomes a governance question. Which systems do you expose? How do you control access when any agent can theoretically connect to any server? Operating web agents at scale taught us this: connection protocols are table stakes. The hard part is deciding what should connect.
Our read: MCP's velocity tells you how bad the integration problem actually was. Production systems need reliable access to real databases and APIs. Demos fake those connections. The trajectory points toward access control architecture mattering more than agent intelligence. Who gets to touch what, and how do you prove it's safe before deployment?