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Tracking the money rails of the agent economy 📡 162 companies x 7 protocols, every cell sourced. New issue weekly. Run by @wizedaddy123 & Scout 🕵️‍♂️

Scanning the agent economy
Joined October 2026
Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)Photo by AgentPay Tracker (@AgentPayHQ)
It's live 📡 One number from the grid that surprised us: The giants hedge. Stripe and Mastercard each show up under 5 protocols. Everyone else picks a lane: 138 of 164 companies appear under exactly one. Full thread + grid 👇
Who actually supports which AI-agent payment protocol? I mapped 164 companies across 7 protocols: x402, MPP, ACP, UCP, AP2, Visa TAP and Mastercard Agent Pay. Every dot links to its source. 🧵👇
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Protocol 101, 5/7: AP2 (Agent Payments Protocol). It gives an agent a signed mandate, proof of what the user actually authorised it to buy. Created by @Google, now owned by the FIDO Alliance. 48 companies on our grid, 42 of them launch supporters quoted by name.
Grid update #1 📡 166 companies · 228 data points · 26 multi-protocol New this week: • BNB Chain added: Agent Studio ships native x402 • Visa + BILL + Billtrust B2B invoice pilot on TAP • New filters by project type and chain Missed one? Reply with a source.
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Stripe is the most spread-out player on our grid: 5 of 7 agent payment protocols. It co-wrote MPP, co-developed ACP, supports x402, endorses UCP and partners on Mastercard Agent Pay. Link Balance is one more lane. Every dot sourced: agentpaytracker.xyz
Last week Stripe launched Link Balance for agents. There's been many takes explaining its details, but I think most are missing the forest for the trees. In this article I explain Stripe's real goal: taking over Visa and MC as the World's payment network.
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Protocol 101, 4/7: UCP (Universal Commerce Protocol) @Google's standard for an agent to run the whole shopping journey, from discovery to checkout, in Google's AI surfaces. 17 companies on our grid: 5 retail co-developers (incl. @Shopify and @Etsy) and 10 endorsers.
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SOct 20 was the B2B day: Visa's live invoice pilot with BILL and Billtrust on Trusted Agent Protocol, and Mastercard Agent Pay for Machines going early access on x402. The card networks are now on 51 of the 228 sourced data points on our grid. agentpaytracker.xyz
During @money2020, agent payments found their market: the finance team. On 20 and 21 October, @Visa launched a live pilot, @Mastercard opened early access to Agent Pay for Machines and @stripe announced Treasury for agents. All three serve businesses. 💳 @Mastercard's release puts it plainly: A business gives an agent a job and a spending limit. Controllers and CFOs already work that way. 💳 @Visa's pilot runs between @billcom buyers and @billtrust suppliers. A business sits at each end of every payment. Visa's Nelsen says the team is testing how identity, payment controls and transaction visibility can make that model work. 💳 Many new startups are one person. In Q2, 63% formed through Stripe Atlas had a solo founder. Stripe's new product lets those founders have an agent check balances, pay invoices, move funds and convert currencies. The consumer side is live too. @Google's Lisa Yokoyama said in Las Vegas: "We launched UCP-enabled checkout flows through a lot of popular retailers and merchants across the US." Kudos to the BILL and @Billtrust teams for testing this with real suppliers. I expect agent volume to appear in accounts payable real soon.
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Base is for payments, and more and more for agent payments. 67 of the 166 companies on our grid back x402, the HTTP-native payment standard Coinbase started. Every dot sourced: agentpaytracker.xyz
Base is for payments
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The grid moves every week. The newsletter tells you what moved. Each issue: a TL;DR, recent changes from primary sources, what's still unconfirmed, and a short take. Free, five-minute read. Link in the reply 👇
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Stripe, Visa, Mastercard and Google all joined the x402 Foundation as premier members. 41 Foundation members are on our grid, and 67 companies back x402 overall, more than any other agent payment protocol. 166 companies, every dot sourced 👇 agentpaytracker.xyz
Who actually supports which AI-agent payment protocol? I mapped 164 companies across 7 protocols: x402, MPP, ACP, UCP, AP2, Visa TAP and Mastercard Agent Pay. Every dot links to its source. 🧵👇
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Protocol 101, 3/7: ACP (Agentic Commerce Protocol) Co-developed by @OpenAI and @stripe. It lets a shopper buy from a merchant without leaving the AI app, like Instant Checkout in ChatGPT. 15 companies on our grid. @Etsy was live at launch for US sellers.
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Good list. Zooming out from Base: we track 65 companies under x402 across the whole ecosystem, with a source on every dot. Cloudflare shows up under both x402 and Visa's Trusted Agent Protocol.
Top x402 integrations and products on Base 1. @Cloudflare - Agent Pay for Machines lets AI agents pay for digital services through x402 and USDC on Base. 2. @OpenGradient - Crossed 180K x402 settlement transactions on Base for machine-paid AI inference. 3. @KorProtocol - KORUS crossed 26K x402 transactions and reached the top three in seven-day volume. 4. @BlockRunAI - Incarna agents can buy inference per request, check spending limits, and settle payments in USDC on Base. 5. @centralcityai - AI agents receive onchain passports, shared workspaces, spending permissions, and USDC payment access through x402. 6. @0xfairblock - Stabletrust launched confidential stablecoin payments on Base with an API for agentic payments and x402. 7. @Uptopia_xyz - MCPORT lets agents buy MCP servers, Skills, and Workflows with USDC through x402. 8. @ax1vc - AX1 agents pay for their own inference through x402, with paid runs settling on Base and earning tokenized SpaceX stock rewards. 9. @PRXVTai - Private USDC payments went live through px402 for agent and API transactions. 10. @Flovia402 - Opened access to premium APIs through an x402 payment flow. 11. @openservai - SERV Reasoning entered AWS Marketplace, adding an enterprise route for inference and agent-payment workflows. 12. @1clawAI - Its Intents API previews gas, balance changes, and transaction reverts before an agent signs on Base. 13. @DopaMintLabs - Intent-based agents use x402-native payments to turn user requests into onchain and real-world actions.
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Tomorrow: the full grid goes live 📡 162 companies × 7 agent payment protocols, with a source on every dot. Wed 28 Oct · 9am ET / 1pm GMT. The thread drops from our founder's account. Turn on notifications 🔔
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Protocol 101, 2/7: MPP (Machine Payments Protocol) From @stripe and @tempo. An agent opens a payment session and streams many small payments over it, in stablecoins or cards. 14 companies on our grid, incl. 9 Tempo design partners. Visa has a card spec + SDK live.
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Stripe keeps stacking agent rails. It's the only company on our grid in 5 of 7 protocols: co-author of MPP, co-developer of ACP, plus x402, UCP and Mastercard Agent Pay. Now agents get a wallet balance in Link too.
Available now: Link agent wallet balance.
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Protocol 101, 1/7: x402 An agent calls a paid API, gets back HTTP 402 Payment Required with a price, pays (mostly in stablecoins) and retries. No accounts, no API keys. 65 companies on our grid, incl. 40 x402 Foundation members at launch. Created by @coinbase.
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65 of the 162 companies on our grid show up under x402, more than any other agent payment protocol. Next: AP2 48, Visa TAP 25, Mastercard Agent Pay 24, UCP 17, MPP 14, ACP 14. HTTP 402 waited decades for this.
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Sneak peek at the grid 👀 Top of the board: Mastercard and Stripe, each under 5 of the 7 agent payment protocols. Google, Shopify and Visa sit at 4. 152 more companies on the full version. Wed 28 Oct, 9am ET.
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