Integrate Actionstep with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: 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.

Run your law practice smarter with case management, document tracking, and client billing all connected to your AI workflow.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create contact on Actionstep

get

Get matter details on Actionstep

Get details for a specific matter

list

List action types on Actionstep

List available matter types

list

List contacts on Actionstep

List Actionstep contacts

list

List legal tasks on Actionstep

List legal workflow tasks

list

List matter notes on Actionstep

List file notes for a matter

list

List matters on Actionstep

List Actionstep matters

list

List time entries on Actionstep

List billable time entries

Security & Code Integrity Audit

Every tool in the Actionstep MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

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.

What can AI Agents do with Actionstep?

Enable conversational interfaces like ChatGPT and Claude to execute programmatic commands against the Actionstep infrastructure.

Next-Gen legal practice management Automation

Integrate legal practice management features into your LLM framework using Actionstep. The MCP server ensures precise command execution across your document management stack.

Scaling case management via MCP

Use the Actionstep MCP to manage case management requests. Models like Claude Code utilize this connection to perform reliable document management updates.