Mirakl targeting AI-agent fees

Mirakl is trying to move from being the software behind a retailer’s marketplace to being the toll collector for AI shopping traffic itself. Nexus turns merchant catalogs, inventory, pricing, checkout, and aftersales data into machine readable feeds and APIs so ChatGPT, Gemini, Copilot, and Perplexity can find products, compare offers, and complete purchases, which creates a second revenue lane tied to agent driven discovery and transaction flow, not just annual marketplace subscriptions.1 2 3 4

• The concrete product shift is from seller operations software to orchestration infrastructure. Mirakl describes Nexus as the layer that exposes live catalog, price, inventory, and order data to LLM channels, while letting merchants keep their existing commerce stack instead of rebuilding checkout, payments, and fulfillment integrations from scratch.1 2 4
• This matters because AI shopping can bypass many of the tools that make money in the old ecommerce journey. In prior research on AI shopping, discovery, affiliate routing, on site optimization, and some ad surfaces are all vulnerable when an agent picks products upstream and hands off a near completed order downstream to payments infrastructure.3 5
• The closest comparable is Stripe, which is building the payment and authorization rails for agent purchases, while Mirakl is pushing to own the merchant side data and catalog layer. Their December 11, 2025 partnership shows the stack splitting into two jobs, who makes products agent ready, and who settles the transaction once an agent decides to buy.2 5 6

If agent shopping grows, Mirakl can attach new take rates to the same merchant base it already serves, first through catalog readiness and traffic routing, then through checkout, payments, ads, and post purchase workflows. That would make Mirakl less like a one time marketplace software vendor and more like ongoing infrastructure for every AI mediated sale.1 2 4 6