actionstep-mcp

# actionstep-mcp MCP server for [Actionstep](https://actionstep.com) — 144 tools covering the full Actionstep REST API for law firm practice management. Use Actionstep from Claude Desktop with natural language. ## What you can do - **Actions (Matters)** — create, update, assign, track workflow steps, manage billing settings - **Participants (Contacts)** — full CRUD, relationships, contact notes, phone records - **Tasks** — create, assign, complete, filter by matter or assignee - **Time Records & Time Entries** — log time, manage billable entries, activity codes - **Disbursements** — log expenses, link to matters - **Calendar** — appointments linked to matters - **Emails & SMS** — log communications, associate with matters - **File Notes** — attendance notes and case notes on matters - **Documents** — action documents and folders - **Data Collections** — custom form data on matters - **Webhooks** — REST hook subscriptions for real-time events - **Reference data** — action types, participant types, rates, UTBMS codes, tax codes ## Requirements - Python 3.10+ - Claude Desktop (or any MCP-compatible client) - Actionstep developer credentials (Client ID, Client Secret) > **Actionstep developer access:** Register at the Actionstep developer portal to obtain OAuth credentials. ## Installation ```bash pip install actionstep-mcp ``` ## Setup ```bash actionstep-mcp-setup ``` This opens a browser for OAuth authorization and saves credentials to `~/.actionstep-mcp/`. Verify: ```bash actionstep-mcp-verify ``` ## Claude Desktop Configuration ```json { "mcpServers": { "actionstep": { "command": "actionstep-mcp" } } } ``` ## Authentication Notes Actionstep uses a dynamic `api_endpoint` — the URL for your organisation's API is returned in the OAuth token response and varies per firm. The setup wizard captures and stores this automatically. ## Example usage in Claude > "List my open actions" > "Create a task on action 456 — send retainer agreeme…