How to Use the Actionstep MCP in Mastra AI

Build complex legal workflows in Mastra AI using Actionstep tools for conditional logic and automated task handling.

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Connect Actionstep MCP to Mastra AI

Create your Vinkius account to connect Actionstep to Mastra AI 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 Mastra AI

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Mastra AI agents executing Actionstep tasks

Write agents that check `list_legal_tasks` and trigger logic based on status updates. If a deadline approaches, the agent can handle the notification flow. This gives your team a bot that actually monitors the pipeline. It doesn't just read; it manages the state of your practice.

Conditional matter management with Mastra AI

Define workflows that branch based on `list_matters` output. If a matter is missing specific notes, the agent automatically runs `list_matter_notes` to verify missing files. Failure handling is built-in. You define the retry logic for every step, ensuring that network hiccups don't break your legal processes.

Automated billing reports in Mastra AI

Create agents that aggregate `list_time_entries` across different matters. The agent collects the data, calculates totals, and logs them where you specify. This removes manual data entry from your billing cycle. The agent works in the background, keeping your financial records current.

Setup guide

Set up Actionstep MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Actionstep tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "actionstep-mcp-client",
  servers: {
    "actionstep-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Actionstep Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Actionstep tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Actionstep transactions"
);
console.log(result.text);

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Common questions about Actionstep MCP in Mastra AI

You register the server URL in your Mastra configuration. The framework then exposes the tools to your agents, allowing them to perform actions like creating contacts or listing tasks.

It can. By setting up a workflow with conditional triggers, your agent monitors matter changes and acts whenever specific criteria are met.

You choose. Use the requireToolApproval setting to force a human to review every contact creation or task update before it commits to your database.

The workflow engine supports exponential backoff. If an Actionstep tool call fails, the agent retries the operation according to your defined policy.

Your credentials are held in our encrypted vault, never touching your agent's memory. Every tool call is authenticated via a unique session token, keeping your client contact information private and isolated.

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