How to Use the Actionstep MCP in Claude

Q: How do I connect Actionstep to my Claude Desktop app?

Open your claudedesktopconfig.json file and add the Actionstep MCP Server configuration under the mcpServers key. Once you save the file and restart the app, the hammer icon in your chat window will show the new legal tools.

Q: Can Claude Desktop search my custom case types in Actionstep?

Yes. The agent uses the listactiontypes tool to find every matter category defined in your Actionstep configuration. This lets Claude Desktop map your specific firm workflows directly to the files you query.

Q: How does Claude Desktop handle Actionstep billing data?

The agent calls listtimeentries to read the logged hours directly from your Actionstep ledger. It processes these numbers locally or in your secure session to generate summaries or draft invoices.

Q: What happens when I ask the agent to find a specific case file?

The agent executes listmatters to scan your active files for matches. It then retrieves the exact record details using the matter ID so you get accurate legal data.

Run your entire law practice right from your Claude Desktop chat by exposing your Actionstep case files directly to your agent.

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Connect Actionstep MCP to Claude Desktop

Create your Vinkius account to connect Actionstep to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Actionstep with Claude Desktop

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Dig up legal matter notes inside Claude Desktop

The `list_matter_notes` tool pulls the exact case history and file notes you need directly into your Claude Desktop chat window. Instead of tab-switching to find what a client said last Tuesday, you just ask your agent to pull the files. It queries the Actionstep API and displays the raw notes in seconds. If you need the structural context of the case, the agent runs `get_matter_details` to verify the active phase and assigned attorneys. This MCP integration means you write briefs or prepare for calls with the actual case history sitting right in your prompt context.

Track billable hours and legal tasks in chat

The `list_time_entries` tool exposes your logged legal hours so your Claude Desktop agent can audit your billing on the fly. You don't have to manually calculate how many hours your team logged on a specific file this week. The agent grabs the raw numbers and summarizes them instantly. To keep the case moving, the agent uses `list_legal_tasks` to show what deadlines are looming. Your team gets a clear view of your pending litigation milestones without leaving your active chat session.

Manage your client registry with this MCP Server

The `create_contact` tool registers new clients and opposing counsel in your Actionstep database directly from a Claude Desktop conversation. When you paste an email signature or an intake form, your agent parses the details and writes them to your CRM. To avoid duplicate entries, the agent runs `list_contacts` to verify if the person already exists in your system. This direct connection keeps your firm's contact directory clean without manual data entry.

Setup guide

Set up Actionstep MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Actionstep MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Actionstep MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under actionstep-mcp.

json

{
  "mcpServers": {
    "actionstep-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Actionstep MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the Actionstep MCP Server configuration under the `mcpServers` key. Once you save the file and restart the app, the hammer icon in your chat window will show the new legal tools.

Yes. The agent uses the `list_action_types` tool to find every matter category defined in your Actionstep configuration. This lets Claude Desktop map your specific firm workflows directly to the files you query.

The agent calls `list_time_entries` to read the logged hours directly from your Actionstep ledger. It processes these numbers locally or in your secure session to generate summaries or draft invoices.

The agent executes `list_matters` to scan your active files for matches. It then retrieves the exact record details using the matter ID so you get accurate legal data.

Your sensitive legal matter notes and client contact records never pass through third-party databases. Vinkius runs this server in an isolated V8 sandbox, routing requests directly from your local Claude Desktop app to the Actionstep API using your secure token.

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