Workday's enterprise customers are deploying AI agents from Anthropic and Microsoft to extract HR and finance data without purchasing Workday's own AI tools, representing a significant threat to the company's expansion revenue model. Customers can now use Claude and Microsoft Copilot agents to pull employee records, compensation data, and workflow information directly from Workday systems through model context protocol (MCP) connectors, circumventing the Workday application interface entirely and avoiding subscription fees for Workday's proprietary AI features.
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