MCP For Claude Marketplace
Actionstep

Actionstep MCP Connector for Claude

A+

Run your law practice smarter with case management, document tracking, and client billing all connected to your AI workflow.

8 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Actionstep account to any AI agent and simplify your legal operations and workflow management through natural conversation.

What you can do

  • Matter Management — List all legal matters, retrieve detailed status metadata, and query historical file notes
  • Contact Tracking — Query your database of clients, partners, and participants registered in your legal ecosystem
  • Workflow Automation — List active tasks and matter types to stay on top of your firm's operational pipeline
  • Productivity Insights — Access billable time entries to understand workload and efficiency
  • Client Control — Create new contact records programmatically to build your firm's database

How it works

  1. Subscribe to this server
  2. Enter your Actionstep OAuth 2.0 Access Token from your developer portal
  3. Start managing your legal practice from Claude, Cursor, or any MCP-compatible client
legal-practice-managementcase-managementbillingworkflow-automationclient-tracking

8 tools expose this connector's capabilities to your AI agent.

list_action_types

List available matter types

list_matters

List Actionstep matters

create_contact

Create a new contact in Actionstep

get_matter_details

Get details for a specific matter

list_contacts

List Actionstep contacts

list_legal_tasks

List legal workflow tasks

list_matter_notes

List file notes for a matter

list_time_entries

List billable time entries

See how to talk to your AI agent using Actionstep.

List all active matters in Actionstep.

I've fetched your matters. You have 15 active cases, including 'Purchase of 123 Main St' and 'Estate Planning - Miller'.

Find contact details for 'John Smith'.

Found John Smith. Email: john@smith.com, Phone: 555-0192. He is associated with 2 active matters.

Show my tasks for today.

You have 3 tasks due today: 'Review draft contract', 'Client call at 2 PM', and 'File court documents'.

Yes! Use the `list_matters` tool to retrieve a comprehensive list of all legal matters registered in your Actionstep system.

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