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Connect Actionstep to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your law firm's operations from natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 8 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 8 available through Actionstep.

  1. 01

    List action types

    Use this capability to get a list of all available matter types in Actionstep.

  2. 02

    List matters

    This capability retrieves a list of all legal matters currently tracked in Actionstep.

  3. 03

    Create contact

    You can use this capability to programmatically create a new contact record within Actionstep.

  4. 04

    Get matter details

    Get specific details for a single, identified matter.

Capability set02 / 02

05-08

4 capabilities in this set.

Part of 8 available through Actionstep.

  1. 05

    List contacts

    This capability lets you query and retrieve a list of all contacts, partners, and participants in your legal ecosystem.

  2. 06

    List legal tasks

    Check your firm's operational pipeline by listing all active legal workflow tasks.

  3. 07

    List matter notes

    Retrieve and list the historical file notes associated with a specific legal matter.

  4. 08

    List time entries

    List all billable time entries to help you understand your firm's workload and efficiency.

Real work

What teams actually run

01

Billing Review

You need to prepare a client invoice. Ask your agent to list all billable time entries for the last month.

02

Case Status Check

A client calls asking about their case. Ask your agent to get the matter details to give them an accurate update.

03

Client Intake

You just met a new client. Use the MCP to create a new contact record immediately, building your firm's database.

04

Task Delegation

You need to know what's due this week. Ask your agent to list all legal workflow tasks to delegate or track.

Automate a task

Put Actionstep to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Actionstep works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Actionstep to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

895ms average. Fast in production.

Actionstep is checked daily against the live service.

Daily averagePeak 1303ms
Oct 3Today
Fastest day
708ms
Slowest day
1303ms
14-day trend
Slowing+21%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 8 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Actionstep, so you can see the experience inside your AI.

It does not authenticate your account with Actionstep. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Actionstep Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Actionstep capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "actionstep-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Actionstep in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Actionstep owners hand off.

This MCP is built for legal professionals who manage high volumes of client data and complex case files. If your job requires constant switching between case status, contact records, and billing sheets, this connector saves you time. It lets your agent pull all that information into one conversation.

  • 01

    Attorneys

    Use it to quickly pull up matter details and review notes for client files.

  • 02

    Paralegals

    Use it to list active tasks and matter types to ensure nothing falls through the cracks.

  • 03

    Practice Managers

    Use it to list contacts and check billable time entries to monitor overall firm efficiency.

FAQ

Questions Actionstep owners ask.

  • 01

    Does this MCP handle document storage?

    No. This MCP focuses on data management, not document storage. You can list matter notes and get details about matters, but you won't be uploading or storing files here.

  • 02

    What kind of data can I retrieve about a case?

    You can list all matters, get detailed status metadata for a specific matter, and query historical file notes. You can also check the associated legal tasks.

  • 03

    Is this integration limited to certain AI clients?

    No. Because it's hosted on Vinkius, you connect once from any MCP-compatible client, including Claude, Cursor, and VS Code.

  • 04

    Can I use this to find out how much we billed?

    Yes. You can list billable time entries, which helps you understand the firm's workload and efficiency for billing purposes.

  • 05

    Can I list all my active legal matters using my AI agent?

    Yes! Use the list_matters capability to retrieve a comprehensive list of all legal matters registered in your Actionstep system.

  • 06

    How do I check details for a specific matter?

    Simply provide the Matter ID to the get_matter_details capability. Your agent will fetch the full metadata, status, and assigned team.

  • 07

    Does it support OAuth 2.0 authentication?

    Yes, it uses OAuth 2.0. You'll need to generate a Client ID and Client Secret in your developer portal to create an access token.

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