# Actionstep MCP for AI Agents AI Agent Connect

> Actionstep MCP connects your law practice to your AI agent. It lets you query legal matters, track billable time, and manage client records through natural conversation. Stop digging through dashboards and start getting answers instantly.

## Overview
- **Category:** document-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/ai-agent-connect
- **Tags:** legal-practice-management, case-management, billing, workflow-automation, client-tracking

## Description

Connect your Actionstep account to any AI agent and simplify your legal operations and workflow management through natural conversation. This Connector puts your entire firm's database inside your chat. You can pull up historical notes for a matter, check out active legal tasks, or look at billable time entries to see how the team is performing. It handles the heavy lifting of data retrieval so you can focus on the actual legal work. Because Vinkius hosts this Connector, you can connect it to your existing AI workflow in seconds. It's about getting answers immediately rather than hunting for them in a complex database. You can even build out your firm's database by adding new contacts through the chat. It turns your practice management into a proactive conversation rather than a reactive search.

## Tools

### list_action_types
See the various matter types available in your Actionstep setup. This helps you understand how your practice is categorized.

### get_matter_details
Retrieve the specific status and metadata for a single legal matter. This lets you quickly see where a case stands without opening the full dashboard.

### list_contacts
Pull a complete list of all contacts registered in your Actionstep ecosystem. Use this to find any client or partner in seconds.

### list_matters
Get a list of all legal matters currently managed in your practice. It gives you a high-level view of your entire caseload.

### list_matter_notes
Fetch historical file notes for a specific matter to see past updates. This is perfect for catching up on a case history.

### list_legal_tasks
View all active legal workflow tasks to stay on top of your firm's pipeline. It helps you keep track of what needs to be done next.

### list_time_entries
Access billable time entries to understand workload and efficiency. Use this to see how your team is spending their hours.

### create_contact
Register a new contact record to build your firm's database programmatically. You can add new leads or clients directly from your chat.

## Prompt Examples

**Prompt:** 
```
List all active matters in Actionstep.
```

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

| Case Name | Status |
| :--- | :--- |
| Purchase of 123 Main St | In Progress |
| Estate Planning - Miller | Review Required |
| ... | ...
```

**Prompt:** 
```
Find contact details for 'John Smith'.
```

**Response:** 
```
Found **John Smith**.

*   **Email:** john@smith.com
*   **Phone:** 555-0192
*   **Associations:** He is associated with 2 active matters.
```

**Prompt:** 
```
Show my tasks for today.
```

**Response:** 
```
You have 3 tasks due today:

1. **Review draft contract**
2. **Client call at 2 PM**
3. **File court documents**
```

## Capabilities

### Fetch matter status
Get the current state and metadata for any legal matter instantly.

### Search firm contacts
Find any client, partner, or participant in your legal ecosystem.

### Track active tasks
See what's on the firm's plate by listing all current legal workflow tasks.

### Review billable time
Access time entries to understand workload and efficiency for your team.

### Add new contacts
Create new contact records to grow your firm's database without leaving your chat.

## Use Cases

### Checking a specific matter's status
A paralegal needs to know the current status of the Miller case. They ask their agent to use get_matter_details to pull up the latest metadata instantly.

### Reviewing billable hours for a report
A practice manager wants to see how the team spent their time last week. They ask the agent to use list_time_entries to generate a summary of billable hours.

### Adding a new lead to the database
An attorney meets a new lead and wants to save their info. They tell the agent to use create_contact to register the new person in the firm's records.

### Finding client contact info during a call
A lawyer is on a call and needs a phone number. They ask the agent to use list_contacts to find the specific client's details without looking away from the screen.

### Checking firm matter categories
A new hire wants to see what types of cases the firm handles. They ask the agent to use list_action_types to see all available matter types.

## Benefits

- Get a full view of your caseload by using list_matters to see all cases in one chat window.
- Stay on top of your deadlines by using list_legal_tasks to see every active task.
- Retrieve historical context by using list_matter_notes to see previous file updates.
- Monitor team productivity by using list_time_entries to see billable hours.
- Build your database quickly by using create_contact to add new records through chat.
- Find client details faster by using list_contacts to query your firm's database.

## How It Works

The bottom line is you get a way to query your firm's data using only your voice or text.

1. Subscribe to the Actionstep MCP on Vinkius.
2. Paste your Actionstep OAuth 2.0 Access Token from your developer portal.
3. Start asking your AI client to find matters, list tasks, or query contacts.

## Frequently Asked Questions

**How does Actionstep MCP help my law firm?**
It lets you query your firm's matters, tasks, and contacts directly through your AI client. You can get status updates and find records without leaving your chat window.

**Can I use Actionstep MCP to find client phone numbers?**
Yes. Your AI agent can search your Actionstep database to pull up specific contact details like phone numbers and emails instantly.

**Does Actionstep MCP help with billable hours?**
It allows your agent to access billable time entries, making it easy to check team workload and efficiency through a simple conversation.

**Can I add new clients through the Actionstep MCP?**
Yes, you can ask your agent to register new contact records, which automatically updates your firm's database in Actionstep.

**How do I connect Actionstep MCP to my AI client?**
You'll need to subscribe on Vinkius and provide your Actionstep OAuth 2.0 Access Token from your developer portal to get started.

**Can Actionstep MCP show me my daily tasks?**
It can list all active legal workflow tasks, allowing you to ask your agent what is due today or what needs your attention next.

**Can I list all my active legal matters using my AI agent?**
Yes! Use the `list_matters` tool to retrieve a comprehensive list of all legal matters registered in your Actionstep system.

**How do I check details for a specific matter?**
Simply provide the Matter ID to the `get_matter_details` tool. Your agent will fetch the full metadata, status, and assigned team.

**Does it support OAuth 2.0 authentication?**
Yes, it uses OAuth 2.0. You'll need to generate a Client ID and Client Secret in your developer portal to create an access token.