Memo: Salesforce and SAP Are Making Opposite Bets About How Agents Will Use Enterprise Software. The Rest of the Stack Is About to Have to Pick a Side.

In April 2026, Salesforce launched Headless 360 with sixty-plus MCP tools that let any external agent operate the entire CRM directly. Six months earlier, SAP shipped its MCP Gateway with an explicit architectural decision in the opposite direction: external agents should talk to SAP&apos;s agents, not to