Actionstep Connector for AI agents.
8 live capabilities
Manage your legal practice and case data through natural conversation.
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Why people use Actionstep
Actionstep for Legal Practice Management
This Connector changes that. You can ask your AI client to pull up a specific matter's notes or list all active tasks in one go. You get a unified view of your firm's operations without ever leaving your chat window.
What Vinkius changes
You get a way to query your firm's data using only your voice or text.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking a specific matter's status
A paralegal needs to know the current status of the Miller case.
- Real-world use case 02
Reviewing billable hours for a report
A practice manager wants to see how the team spent their time last week.
- Real-world use case 03
Adding a new lead to the database
An attorney meets a new lead and wants to save their info.
Complete set · 8capabilities
The complete Actionstep capability set.
These are the exact actions your AI can choose when you ask it to work with Actionstep.
01—04
4 capabilities in this set.
Part of 8 available through Actionstep.
- 01 Capability
List action types
See the various matter types available in your Actionstep setup. This helps you understand how your practice is categorized.
- 02 Capability
Get matter details
Retrieve the specific status and metadata for a single legal matter. This lets you quickly see where a case stands without opening the full dashboard.
- 03 Capability
List contacts
Pull a complete list of all contacts registered in your Actionstep ecosystem. Use this to find any client or partner in seconds.
- 04 Capability
List matters
Get a list of all legal matters currently managed in your practice. It gives you a high-level view of your entire caseload.
05—08
4 capabilities in this set.
Part of 8 available through Actionstep.
- 05 Capability
List matter notes
Fetch historical file notes for a specific matter to see past updates. This is perfect for catching up on a case history.
- 06 Capability
List legal tasks
View all active legal workflow tasks to stay on top of your firm's pipeline. It helps you keep track of what needs to be done next.
- 07 Capability
List time entries
Access billable time entries to understand workload and efficiency. Use this to see how your team is spending their hours.
- 08 Capability
Create contact
Register a new contact record to build your firm's database programmatically. You can add new leads or clients directly from your chat.
Set up in minutes
One URL. Then ask Actionstep to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Actionstep from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Actionstep, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Actionstep for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Actionstep URL.
- Step 03
Save and start
Save the connection and enable Actionstep in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"actionstep": {
"url": "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Actionstep
Open Agent mode in chat and ask: "Using Actionstep, help me...". 8 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"actionstep": {
"url": "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Actionstep
Ask Copilot: "Using Actionstep, help me...". 8 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"actionstep": {
"url": "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Actionstep
Open Cascade and ask: "Using Actionstep, help me...". 8 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"actionstep": {
"url": "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Actionstep
Ask Cline: "Using Actionstep, help me...". 8 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add actionstep --transport http "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Actionstep
Ask Claude: "Using Actionstep, show me...". 8 tools are ready
Where the request belongs
Work Actionstep can move forward.
Law firm owners and legal ops managers who are tired of clicking through multiple screens to find case status or billable hours.
Legal Practice Manager
Uses the Connector to monitor firm-wide task pipelines and billable time trends.
Paralegal
Quickly retrieves file notes and matter details to prepare for client calls.
Attorney
Pulls up client contact info and active matters while on the go.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsClio
Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system.
MyCase Legal
Manage law practice via MyCase. cases/matters, clients, time tracking, invoices, and calendar through MyCase API.
PracticePanther
Manage law practice via PracticePanther. matters, contacts, time tracking, bills, payments, tasks, and calendar.
Lexzur
Manage legal operations with contract lifecycle tracking, matter management, and compliance workflows for corporate legal teams.
LEAP Legal
Manage law practice via LEAP Legal Software. matters, contacts, time tracking, bills, payments, tasks, documents, and calendar.
Evolio
Transform your coaching practice with client tracking, session management, and progress analytics that help people grow.
Bring your own AI
Change the model, client or framework. Keep Actionstep connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Actionstep.
The practical details behind the request, access and result.
How does Actionstep MCP help my law firm?
It lets you query your firm's matters, tasks, and contacts directly through your AI client. You can get status updates and find records without leaving your chat window.
Can I use Actionstep MCP to find client phone numbers?
Yes. Your AI agent can search your Actionstep database to pull up specific contact details like phone numbers and emails instantly.
Does Actionstep MCP help with billable hours?
It allows your agent to access billable time entries, making it easy to check team workload and efficiency through a simple conversation.
Can I add new clients through the Actionstep MCP?
Yes, you can ask your agent to register new contact records, which automatically updates your firm's database in Actionstep.
How do I connect Actionstep MCP to my AI client?
You'll need to subscribe on Vinkius and provide your Actionstep OAuth 2.0 Access Token from your developer portal to get started.
Can Actionstep MCP show me my daily tasks?
It can list all active legal workflow tasks, allowing you to ask your agent what is due today or what needs your attention next.
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.
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.
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.
One connection away
Give your agent a direct line to Actionstep.
Connect Actionstep once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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