Actionstep MCP. Manage Cases, Contacts, and Billing History.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Actionstep connects your legal practice management system to your AI workflow. You can list open cases, check client contact details, and pull billing entries—all through natural conversation.
This MCP helps paralegals and attorneys manage complex matters, track documents, and handle billing without switching between tabs.
What your AI agents can do
Create contact
Registers a new person into the firm's contact database.
Get matter details
Retrieves detailed information for one specific legal matter by its ID or name.
List contacts
Fetches a list of every client, partner, or participant registered in Actionstep.
Get a full status report on any specific matter, including historical notes and associated tasks.
Access your database of clients and partners or quickly add new people to the firm's contact list.
See what operational tasks are currently active for the firm, including matter types.
Fetch a history of billable time entries to understand current workload and revenue potential.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Actionstep: 8 Tools for Law Practice Management
Use these tools to analyze matter details, track time entries, manage contact lists, and automate legal workflows through your AI agent.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Actionstep on Vinkius019dd0b2create contact
Registers a new person into the firm's contact database.
019dd0b2get matter details
Retrieves detailed information for one specific legal matter by its ID or name.
019dd0b2list contacts
Fetches a list of every client, partner, or participant registered in Actionstep.
019dd0b2list matters
Generates a summary list of all the legal matters currently managed by the firm.
019dd0b2list matter notes
Retrieves a chronological history of file notes written for a particular matter.
019dd0b2list legal tasks
Provides an overview and list of all current legal workflow tasks assigned to the firm.
019dd0b2list time entries
Pulls detailed records of billable time entries for billing and efficiency reporting.
019dd0b2list action types
Lists all available categories and types of matters the firm tracks.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Actionstep, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
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.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 8 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The Hassle of Reviewing Case Files
Right now, if you need to understand the full scope of a case, you have to do detective work. You open the matter file, check the 'Tasks' tab for deadlines, then you click over to 'Notes' to see who said what, and finally, you might have to pull up billing records just to confirm hours worked. It’s a minimum of four different clicks and three separate screens.
With this MCP, you tell your agent: 'What's the full status on [Matter Name]?' The AI pulls together the matter details, lists current tasks, and summarizes notes—all in one conversational response. You get the complete picture without leaving the chat window.
Getting Client Contacts Right
Previously, if you found a new client's name or phone number in an email chain, your process was manual. You had to navigate to the 'Contacts' section and carefully copy-paste every piece of information into the correct fields.
Now, just give your agent the info: 'Add this person.' It runs `create_contact` instantly. That’s it. Your contact record is built automatically.
What you can do with this MCP connector
Managing a law firm means juggling data across half a dozen systems: case files, contacts, time sheets, and task lists. Instead of jumping between Actionstep's web portal and your AI agent, this MCP pulls all that operational data into one conversational stream. Your agent can check the status of every matter you have open or look up specific client details instantly.
You can also pull a list of available tasks to make sure no workflow step is falling through the cracks. When you connect this MCP via Vinkius, your AI client handles the calls; you just talk to it. It keeps your entire legal operation—from initial contact creation right through to final billing entries—in one place.
019dd0b2-984b-724a-9197-0a9e5ba4bfdc 
How Actionstep MCP Works
- 1 First, subscribe to this MCP on Vinkius and get your Actionstep OAuth 2.0 Access Token from the developer portal.
- 2 Next, connect your AI client using that token. The connection gives your agent permission to read and write data across your legal accounts.
- 3 Finally, tell your agent what you need—for instance, 'List all matters open this month.' It pulls the data directly into your conversation.
The bottom line is that you run your legal operations through plain language chat instead of clicking buttons in multiple dashboards.
Who Is Actionstep MCP For?
Any professional whose job revolves around case management, client billing, and tracking complex legal workflows. This MCP saves the paralegal from manual data aggregation and helps attorneys keep a tight grip on firm revenue.
Using this tool to pull a list of file notes for a matter, or listing all active legal tasks so they can send out reminders.
Running queries on billable time entries and pulling contact lists to ensure every client is correctly entered into the system.
Asking for details on a specific matter, or getting a summary of all active matters across different practice areas in one query.
What Changes When You Connect
- Stop digging through tabs to find case history. You can use
list_matter_notesto pull all file notes for a matter instantly, giving you the full context without leaving your chat window. - Keep your client data clean. Instead of manually entering details in multiple places, run
create_contactto register new people and build out your firm's database consistently. - Know where your team is spending time. Pulling a list of all billable time entries using
list_time_entriesgives you an immediate view of workload efficiency for month-end reports. - Stay ahead of deadlines. Your agent can use
list_legal_tasksto show exactly what needs attention right now, ensuring the firm's operational pipeline stays clear. - Get a quick overview of your portfolio. Rather than clicking through dozens of records, simply ask for a list of matters using
list_mattersand get the status summary right away.
Real-World Use Cases
The Client Needs an Update on Their File
A paralegal needs to tell a client about their case. Instead of pulling up 10 documents, they ask the agent to get_matter_details and then follow up with list_matter_notes. The agent compiles this into one readable summary for the client email.
Auditing Billing Records
A billing manager needs proof of time spent on a specific case. They ask to list_time_entries and filter by date range, immediately getting an accurate report without exporting data to Excel first.
Onboarding a New Client
An attorney meets a new partner. They use the agent to create_contact with all the details, then ask to list that contact's associated matters using list_contacts, ensuring the client record is perfect from day one.
Checking Firm Operations
An operations lead needs a full picture of pending work. They combine requests: 'What are our active tasks?' (list_legal_tasks) and 'How many matters do we have open?' (list_matters). This gives them an immediate operational health check.
The Tradeoffs
Jumping to the Portal
Manually logging into Actionstep, navigating to 'Cases', finding the matter ID, then clicking through tabs for notes and tasks.
→
Don't click anything. Just tell your agent: 'Give me all the details on [Matter Name]'. The agent uses get_matter_details and pulls everything you need into one response.
Copy-Pasting Contact Info
Finding a client's name in an email, opening Actionstep, navigating to 'Contacts', and manually typing the details.
→
Let your agent handle it. Just say: 'Register John Smith as a contact with this email.' The agent runs create_contact for you.
Missing Context in Billing
Only knowing that time was spent on a case, but not seeing the specific notes or tasks related to that work.
→
First, use list_matters to confirm the matter name. Then, ask for both list_time_entries and list_matter_notes together so your report is complete.
When It Fits, When It Doesn't
Use this MCP if your primary need is synthesizing data from disparate parts of Actionstep—for example, pulling a contact's details and listing their associated matters. It’s perfect when you need an overview or audit trail. Don't use it if all you need to do is view one single record without context (e.g., just opening the matter). If your goal is only basic data entry and not retrieval, stick to a dedicated database tool instead of this MCP.
Common Questions About Actionstep MCP
How do I check all my open cases using list_matters? +
The agent fetches a summary list of every active matter right away. It tells you how many matters are running and lists the most recent ones, which is a fast way to get your operational overview.
Can I see if there are overdue tasks using list_legal_tasks? +
Yes, it pulls your legal workflow tasks. You can ask it specifically for today's or this week's tasks to make sure nothing falls through the cracks.
How does get_matter_details work if I only have a client name? +
You need to provide enough detail (like a matter ID or case number) for the agent to pinpoint the exact record. It then retrieves all associated status metadata and historical notes.
What is the best way to track billable time using list_time_entries? +
Simply ask your agent to list entries over a date range. This provides an immediate summary of hours worked, making it easy for billing managers to audit work.
When using `create_contact`, what information do I need to include for a new client record? +
You must provide the contact's name, primary email, and phone number. The MCP handles linking this new entry to any existing matter ID you specify during the call.
How do I retrieve all historical notes for a case using `list_matter_notes`? +
You provide the specific matter ID, and the tool returns an organized list of every file note attached to that record. This lets you review full client context immediately.
What is the purpose of `list_action_types`, and how does it help my practice? +
This tool lists all defined matter types within your firm. Running this helps you understand the specific categories your legal practice uses, which is key for accurate case management.
Can I use `list_contacts` to find both active and inactive clients? +
Yes, by passing the appropriate filter parameters, list_contacts returns a comprehensive list of all records in your database. It includes contacts regardless of their current activity status.
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.
How do I check details for a specific matter? +
Simply provide the Matter ID to the get_matter_details tool. 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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.