Actionstep MCP. Manage cases, contacts, and billing data without leaving your AI client.
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Actionstep MCP Server. Manage legal cases, track contacts, and process billing records right from your AI client. Connect your law firm's core data—from active matters to time entries—and automate legal operations through natural conversation.
List matters, query notes, create contacts, and analyze billable hours without leaving your AI workspace.
What your AI agents can do
Create contact
Adds a new client or participant record to your firm's contact database.
Get matter details
Fetches the full details and status metadata for a single, specific legal matter.
List action types
Retrieves a list of all available matter types used in your firm.
Retrieve a list of all active legal matters and fetch the complete details for a specific case.
List all registered contacts (clients, partners) and create new contact records into your firm's database.
List all file notes attached to a matter and retrieve the list of active legal workflow tasks assigned to the firm.
List all billable time entries associated with the firm to calculate workload and revenue potential.
List the types of matters your firm handles to understand the operational scope.
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Supported MCP Clients
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Actionstep MCP Server: 8 Tools for Legal Workflow
These eight tools allow your AI client to interact with Actionstep's core data, letting you list matters, track notes, manage contacts, and analyze billing records.
019dd0b2create contact
Adds a new client or participant record to your firm's contact database.
019dd0b2get matter details
Fetches the full details and status metadata for a single, specific legal matter.
019dd0b2list action types
Retrieves a list of all available matter types used in your firm.
019dd0b2list contacts
Provides a list of all contacts stored in your Actionstep database.
019dd0b2list legal tasks
Lists all open or upcoming tasks in your firm's legal workflow pipeline.
019dd0b2list matter notes
Retrieves a list of file notes and historical communications for a specific legal matter.
019dd0b2list matters
Lists all currently active legal matters in your practice.
019dd0b2list time entries
Retrieves a list of all billable time entries for billing analysis.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Actionstep, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You're connecting your AI client to Actionstep, so you can manage your law firm's data without leaving your workspace. You'll get tools to list all active legal matters and fetch the full details for any specific case. You can also list all file notes for a matter and see all open or upcoming legal tasks.
To keep your client and partner info straight, you can list all contacts or add a new one using create_contact. You need to know what kind of cases you handle? You can call list_action_types to see all matter types. When it comes to money, you'll find list_time_entries lets you pull a list of all billable time entries.
You can also check out list_matters to see all your current legal matters. You'll get a full picture of your firm's operational scope by using these tools.
How Actionstep MCP Works
- 1 Subscribe to the Actionstep MCP Server and get your OAuth 2.0 Access Token.
- 2 Provide the token to your AI client (Claude, Cursor, etc.).
- 3 Use natural language prompts to instruct your agent to perform actions, like 'List all active matters' or 'Find contact for John Doe'.
The bottom line is, your AI client talks to Actionstep, and you get the data back without opening the Actionstep web portal.
Who Is Actionstep MCP For?
This is for legal operations teams and paralegals. If your job involves tracking case lifecycles, managing client databases, or compiling time sheets, this server cuts down on manual data retrieval. It lets you get answers and data reports directly from your AI agent, instead of jumping through five different tabs and screens.
Uses the server to pull aggregated data—like listing all active matters and checking for overdue tasks—to generate weekly status reports for partners.
Uses the server to look up contact details for a client, list all notes on a specific matter, or create a new contact record when a client calls in.
Uses the server to list all time entries, filter by matter, and analyze the firm's current billable workload.
What Changes When You Connect
- Get a full picture of your case load. Use
list_mattersto see every active case, and then uselist_matter_notesto pull up all historical client communications for context. - Manage client data instantly. Use
list_contactsto check if a person exists, or usecreate_contactto add them directly from a conversation. - Keep the firm on track. Check the operational pipeline by running
list_legal_tasksto see what needs attention, orlist_action_typesto confirm the matter type. - Streamline billing. Running
list_time_entriesinstantly gives you a list of billable hours, letting you analyze the firm's efficiency and workload. - Deep dive into any case. If you need specifics on one file,
get_matter_detailspulls all the metadata, whilelist_matter_notesgives you the actual file history.
Real-World Use Cases
The Client Needs a Quick Status Update
A paralegal needs to tell a client the status of their estate planning matter. They ask their agent to run get_matter_details and list_matter_notes. The agent compiles the latest status and the key notes into one response, avoiding the paralegal having to manually search multiple tabs.
The Billing Specialist Needs a Workload Report
A billing specialist needs to know the firm's total billable time for the month. They ask the agent to run list_time_entries. The agent processes the list and provides a summary, immediately flagging any time entries that look incomplete or miscategorized.
New Client Intake and Tracking
A legal ops manager gets a new client name. Instead of opening a web portal, they ask the agent to run list_contacts to check for duplicates. If none are found, they instruct the agent to run create_contact immediately, logging the data without friction.
Auditing a Complex Case File
A senior lawyer needs to review every interaction on a specific matter. They ask the agent to run list_matters to find the case ID, then use get_matter_details and list_matter_notes sequentially to build a complete, chronological audit trail.
The Tradeoffs
Treating the system like a database query
Trying to write a massive prompt like: 'Give me everything about all contacts, all matters, and all notes for the last quarter.' This is too vague and overwhelms the agent, often failing or returning an unusable data dump.
→
Break it down. First, use list_matters to get the IDs, then run get_matter_details for the specific matter ID, and finally use list_matter_notes with that ID. Keep your prompts focused on the necessary data unit.
Ignoring the workflow context
Asking the agent to just 'show me the next steps' without specifying the matter ID or the client. The agent can't know which matter you're talking about, so the call fails or returns irrelevant data.
→
Always provide context. Start by using list_matters to confirm the correct matter ID, and then reference that ID when calling list_legal_tasks or list_matter_notes.
Over-relying on the list tools
Running list_contacts and then trying to figure out which specific contact ID to use for a billing task. The list is too long, and the agent gets confused about the exact identifier.
→
If you know the person, use the agent to search for them by name, or if you need a specific record, use the ID you retrieved from a prior get_matter_details call.
When It Fits, When It Doesn't
Use this server if your core workflow involves linking disparate pieces of legal data: a contact, a matter, a task, or a time entry. You need to answer questions like: 'What happened with this client on this matter?' or 'Who needs to do what next?'
Don't use this if you just need a single, isolated piece of data that lives outside Actionstep (e.g., checking a court docket or pulling data from QuickBooks).
If your process is about data retrieval and linking, this is the tool. If your process is about external calculation or document generation outside the firm's system, you need a different kind of integration.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Actionstep. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 8 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually pulling case status and client history is a nightmare.
Right now, checking a single client's file means clicking through the web portal. You jump to the 'Matter' tab to see the status, then click 'Notes' to see history, and then maybe open a separate 'Contacts' tab to confirm the latest phone number. You spend five minutes just assembling the basic picture.
With the Actionstep MCP Server, you ask your agent, 'What's the status and history for the Miller estate matter?' The agent runs the necessary tools (`get_matter_details` and `list_matter_notes`) and hands you a single, consolidated answer with all the key data points.
Actionstep MCP Server: Complete Case & Billing Management
You no longer have to switch between the 'Tasks' module, the 'Billing' ledger, and the 'People' directory. You can ask the agent to 'Show me all overdue tasks for matters involving John Smith and list the associated time entries.' It links the whole picture automatically.
This isn't just listing data; it's making the data available for immediate use in your AI conversation. You get the context you need, instantly.
Common Questions About Actionstep MCP
How do I use the list_matters tool with Actionstep MCP Server? +
The list_matters tool gives you a list of every active matter. If you need details on a specific case, run get_matter_details and pass the relevant matter ID.
Can I create a contact using the Actionstep MCP Server? +
Yes. Use the create_contact tool. You just need to provide the name, email, and other required contact details to register the new person in your firm's database.
What is the difference between list_contacts and list_matters? +
list_contacts gives you people records (names, emails). list_matters gives you case records (case names, status). They track different types of entities in your firm.
Can I check billable time with the Actionstep MCP Server? +
Yes, use list_time_entries. This tool retrieves a list of all time entries, which is what you need to audit or report on your firm's billable hours.
How do I use the list_matter_notes tool to find historical file notes? +
The list_matter_notes tool fetches all file notes associated with a specific matter ID. You pass the matter ID, and the agent returns a chronological list of every note, including the author and date.
Does the Actionstep MCP Server handle contact updates, or is it read-only? +
It is read/write for contacts. While list_contacts reads the data, the create_contact tool lets your agent add new records to your client database.
What is the best way to check for active legal tasks using list_legal_tasks? +
You invoke list_legal_tasks without parameters to get a full list of active tasks across your firm. You then filter that list in your prompt to find tasks due today or assigned to a specific user.
How do I list all available matter types using list_action_types? +
Running list_action_types provides a comprehensive list of every matter type defined in your Actionstep account. This list helps your agent know what kind of matters your firm tracks.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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