CROSS-CATEGORY: Four Vendors in Four Unrelated Categories Shipped Agent Runtimes in 11 Days — and Every One Is Bundled at No Additional Cost

Multiple Sources (PR Newswire/JAMS, Microsoft, Oracle, Atlassian)·high signal

Microsoft opened 650,000 Dynamics 365 MCP actions (July 23), JAMS Software shipped JAX plus a JAMS MCP connector for enterprise job scheduling 'at no additional cost as part of JAMS Web' (July 24), Oracle released an AI-native builder for Fusion Agentic Applications that is 'available at no additional cost' (July 14), and Atlassian put a Jira Coding Agent plus Claude Code/Cursor/Copilot handoff into every paid Jira Cloud plan for free (July 15). Four categories — ERP/CRM, IT operations scheduling, enterprise apps, dev collaboration — converged on the identical playbook in under two weeks: expose your system of record to agents, price it at zero, and make leaving more expensive. Nobody is monetizing the agent layer directly; they are all spending it to defend the record layer, which tells you where they think the pricing power actually is.