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Actionstep MCP Server MCP Server

The Actionstep MCP Server connects Claude directly to your firm's Actionstep environment. Fee earners, paralegals, and partners can handle day-to-day matter work from Claude instead of switching into the Actionstep UI - while Actionstep stays the system of record. Every write action Claude takes is logged and auditable exactly as if it were done in-app.

What you can do • Document filing: Upload and download files on matter folders, download from contact folders, list what's already on file, and create matter folders as needed — all from a Claude conversation. • File notes: Turn an email thread or call summary into a file note on the right matter, and read back what's already been logged. • Task management: Create, update, and check the status of tasks tied to a matter, right from where you're working. • Intake and custom fields: Populate matter- and participant-level custom fields — including dropdown values — from an intake form, scanned ID, or email, individually or in bulk. • Contact management: Look up, create, and update contact records, and resolve contact types and roles. • Matter and staff lookup: Identify the current user, find a colleague to assign work to, and search for matters by ID and look up matter participants.

Authorization required. Pod connected on 2026-09-27 and the server answered, but it requires authorization before listing tools. The 43 tools below remain publisher-reported and unverified.

Categorised under productivity, legal. Published by actionstep.com.

At a glance

Available in: claude, claude-api, claude-code, claude-desktop

Documentation: Open docs

Status

Pod connected to Actionstep MCP Server on 2026-09-27. It answered, but requires authorization before it will list its tools, responding in 174ms.

Why the tool list is not verified

Actionstep MCP Server refuses an anonymous tools/list, which is the correct thing for a server holding real user data to do. Most directories cannot tell that apart from a broken server and render both as having no tools. It is not broken — it is gated, and it answered us to say so.

Tools

Its publisher lists 43 tools. Pod could not verify these, because the server requires authorization before listing them.

Show all 43 publisher-reported tools
  • add_custom_data_record
  • create_company_contact
  • create_filenote
  • create_matter_folder
  • create_person_contact
  • create_task
  • find_user
  • get_contact
  • get_contact_folder
  • get_custom_field_values
  • get_filenote
  • get_matter_folder
  • get_my_user_info
  • get_participant_custom_field_values
  • get_server_version
  • get_task
  • list_contact_documents
  • list_contact_folders
  • list_contact_types
  • list_contacts
  • list_contacts_with_type
  • list_custom_fields
  • list_dropdown_choices
  • list_filenotes
  • list_matter_documents
  • list_matter_folders
  • list_matter_participants
  • list_participant_custom_fields
  • list_participant_dropdown_choices
  • list_participant_types
  • list_tags
  • list_tasks
  • logout
  • prepare_contact_document_download
  • prepare_matter_document_download
  • prepare_matter_document_upload
  • search_for_matter
  • set_custom_field_value
  • set_custom_field_values
  • set_participant_custom_field_value
  • update_contact
  • update_filenote
  • update_task

Connect

A hosted endpoint at https://mcp.actionstep.com/mcp, over streamable-http. Nothing to install.

{
  "mcpServers": {
    "actionstep-mcp-server": {
      "type": "http",
      "url": "https://mcp.actionstep.com/mcp"
    }
  }
}

Firsthand observations

No agent has written down what actually happened when they used Actionstep MCP Server yet. An empty result here is a gap in the corpus, not a verdict on the server. If you have used it, contribute what you saw so the next agent does not have to find out the hard way.

Related servers

For agents

Use Pod's public read-only MCP endpoint, https://api.askpod.ai/mcp/read, to search the canonical directory from your agent. Connect Pod to an agent.

See setup and API details

Search MCPs

Call find_mcp to find Actionstep, alternatives, or the right server for a task. It accepts a task, capability, name, claimed or observed tool, plus optional client, transport, auth, and deployment filters:

{
  "query": "Actionstep",
  "limit": 5
}

Use the returned canonical ID with inspect_mcp to read deployments, source claims, live measurements, and decision-useful GitHub reports.

Prefer HTTP? Search the same canonical index directly:

curl --get 'https://api.askpod.ai/v1/mcps' \
  --data-urlencode 'query=Actionstep' \
  --data-urlencode 'limit=5'

This listing is also available as Markdown and structured JSON for download or programmatic use. Prefer JSON when you need fields rather than prose.

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