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How to Use the Actionstep MCP in Windsurf

Connect the Actionstep MCP Server to Windsurf and let Cascade handle matter details, client contacts, and billable hours autonomously.

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Windsurf

Connect Actionstep MCP to Windsurf

Create your Vinkius account to connect Actionstep to Windsurf 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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Cascade manages legal tasks

This MCP Server connects your law practice data directly to Cascade's autonomous engine. You tell Windsurf to prep a case summary, and it figures out the necessary steps without asking for permission at every turn. The agent strings together `list_matters` to find the active case, followed by `list_matter_notes` to pull the recent file history. It compiles the timeline while you focus on drafting the actual argument.

Automate billing through Windsurf

Law firms lose money when attorneys forget to log hours. This MCP connection audits your recent commits and maps them to specific client files automatically. By calling `list_time_entries`, Cascade checks what you already billed today. If it spots a gap, it flags the missing hours so you never drop billable time again.

Matter discovery on autopilot

Opening a new case requires digging through existing templates and client histories. Windsurf handles that background research while you write the initial intake brief. It runs `get_matter_details` to pull the exact case parameters and `list_action_types` to verify the correct workflow format. You get the right context loaded into your editor instantly.

Setup guide

Set up Actionstep MCP in Windsurf

Prerequisites

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

    Open MCP configuration

    Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.

  2. 2

    Add the Actionstep MCP

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

  3. 3

    Refresh MCPs

    Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.

  4. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my Actionstep payment history." If connected, Cascade will call the Actionstep tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

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visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Actionstep MCP in Windsurf

Open the MCP panel and click Refresh, or edit ~/.codeium/windsurf/mcp_config.json. You can also grab it straight from the built-in Marketplace.
Yes. The agent uses the `list_contacts` tool to fetch client names and emails when drafting correspondence. You do not have to manually export CSVs anymore.
Cascade retrieves the specific case file data. It reads the response and injects the relevant legal context directly into your current workspace.
No. Cascade plans the sequence. If you ask for a case summary, it knows to fetch the matter, grab the notes, and list the tasks in one go.
We run a zero-trust V8 Isolate Sandbox. Your billable hours, legal tasks, and matter notes stay ephemeral. The connection closes the second the query finishes.

Start using the Actionstep MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 8 tools

We've already built the connector for Actionstep. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 8 tools are live and waiting. You're up and running in seconds.

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