I think we need to separate what we do in development vs. what happens in production environments. In development using skills makes a lot of sense. It's fast and efficient, and I'm already in a sandbox. In production (in my case a factory floor) allowing an agent to write and execute code to access data from a 3rd party system is a security nightmare.
Didn't see any company moving from MCP to Skills in the past 2 months.
Skills is great but it's definitely not an MCP competitor