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How to Use the Actionstep MCP in Cursor

Write custom legal workflows and scripts inside Cursor with live Actionstep matter and contact data.

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Connect Actionstep MCP to Cursor

Create your Vinkius account to connect Actionstep to Cursor 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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Query Actionstep matters directly from the Cursor editor

The `list_matters` tool exposes your entire active legal case list directly to your Cursor agent. When you write custom automation scripts or billing dashboards, the editor pulls real case IDs and statuses rather than placeholder variables. To drill down into a specific case, the agent runs `get_matter_details` to populate your active code context with real-world legal properties. This allows you to build and debug custom legal software with absolute accuracy.

Build billing automations using this MCP Server

The `list_time_entries` tool retrieves raw billable hours so your Cursor agent can write precise invoicing scripts. You can test your code against actual time logs to ensure your math matches your firm's ledger. By accessing `list_legal_tasks`, the agent verifies which outstanding deadlines correspond to those hours. This ensures your custom reporting tools match work completed against scheduled milestones.

Programmatically manage contacts in Cursor

The `create_contact` tool inserts new client profiles into Actionstep directly from your workspace. When writing intake webhooks or CRM sync scripts, the agent tests the API payload in real-time. To prevent duplicate records during development, the agent runs `list_contacts` to verify existing identities using this MCP integration. You write cleaner code because your editor has direct access to the live contact database.

Setup guide

Set up Actionstep MCP in Cursor

Prerequisites

  • Cursor installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP Settings

    Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".

  2. 2

    Add the Actionstep MCP

    Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Enable Agent mode

    Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.

  4. 4

    Verify the connection

    Ask Cursor something like "List my recent Actionstep transactions." If the MCP tools are loaded correctly, Cursor will call the Actionstep tools automatically. You can also check Settings → MCP for a green status indicator.

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

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 Cursor

Add the Actionstep MCP Server to your `.cursor/mcp.json` file in your project root directory. Once configured, enable Agent mode in the chat panel to let Cursor run these tools.
Yes. The agent runs `list_action_types` to pull your exact case configurations into the workspace. This lets Cursor generate code that targets your specific firm setup.
The editor executes `list_contacts` to pull client profiles directly into your prompt. You can use this live data to write and test data migration scripts immediately.
It uses `list_legal_tasks` to help you build custom calendar integrations and deadline alerts. Having real task records prevents errors when deploying your automation tools.
Your client contact records and billing logs remain protected behind Vinkius's zero-trust gateway. Every tool call from Cursor goes through an ephemeral, encrypted tunnel, meaning no legal data is stored on external servers.

Start using the Actionstep MCP today

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