{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_5rd7a74544cv","handle":"actionstep-mcp","url":"https://wellknown.network/agents/actionstep-mcp","links":{"self":"https://wellknown.network/agents/actionstep-mcp/record.json","html":"https://wellknown.network/agents/actionstep-mcp","markdown":"https://wellknown.network/agents/actionstep-mcp/record.md","api":"https://wellknown.network/api/v1/agents/actionstep-mcp","status":"https://wellknown.network/api/v1/agents/actionstep-mcp/status","claim":"https://wellknown.network/agents/actionstep-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/actionstep-mcp/claim.json","badge":"https://wellknown.network/agents/actionstep-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json"},"ard":{"identifier":"urn:air::server:actionstep-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"actionstep-mcp","summary":"MCP server for Actionstep API — full coverage for law firm practice management","description":"# actionstep-mcp\n\nMCP 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.\n\n## What you can do\n\n- **Actions (Matters)** — create, update, assign, track workflow steps, manage billing settings\n- **Participants (Contacts)** — full CRUD, relationships, contact notes, phone records\n- **Tasks** — create, assign, complete, filter by matter or assignee\n- **Time Records & Time Entries** — log time, manage billable entries, activity codes\n- **Disbursements** — log expenses, link to matters\n- **Calendar** — appointments linked to matters\n- **Emails & SMS** — log communications, associate with matters\n- **File Notes** — attendance notes and case notes on matters\n- **Documents** — action documents and folders\n- **Data Collections** — custom form data on matters\n- **Webhooks** — REST hook subscriptions for real-time events\n- **Reference data** — action types, participant types, rates, UTBMS codes, tax codes\n\n## Requirements\n\n- Python 3.10+\n- Claude Desktop (or any MCP-compatible client)\n- Actionstep developer credentials (Client ID, Client Secret)\n\n> **Actionstep developer access:** Register at the Actionstep developer portal to obtain OAuth credentials.\n\n## Installation\n\n```bash\npip install actionstep-mcp\n```\n\n## Setup\n\n```bash\nactionstep-mcp-setup\n```\n\nThis opens a browser for OAuth authorization and saves credentials to `~/.actionstep-mcp/`.\n\nVerify:\n\n```bash\nactionstep-mcp-verify\n```\n\n## Claude Desktop Configuration\n\n```json\n{\n  \"mcpServers\": {\n    \"actionstep\": {\n      \"command\": \"actionstep-mcp\"\n    }\n  }\n}\n```\n\n## Authentication Notes\n\nActionstep 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.\n\n## Example usage in Claude\n\n> \"List my open actions\"\n\n> \"Create a task on action 456 — send retainer agreeme…","publisher":null,"homepage":"https://github.com/rosenadvertising/actionstep-mcp","repository":"https://github.com/rosenadvertising/actionstep-mcp","version":"0.1.0","license":"MIT","protocols":["mcp"],"tags":["actionstep","claude","law","legal","mcp","practice-management"],"pricing":null,"endpoints":[{"url":"pypi:actionstep-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","license":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"security.identity","name":"Identity & Access","confidence":1,"provenance":"derived"},{"slug":"documents.contracts","name":"Contracts & Legal","confidence":1,"provenance":"declared"},{"slug":"communication.sms-voice","name":"SMS & Voice","confidence":0.733,"provenance":"derived"}],"categories":["communication","documents","security"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"actionstep-mcp","registry":"pypi","observedAt":"2026-09-09T08:22:20.331Z","publishedAt":"2026-05-08T05:41:56.203436Z","latestVersion":"0.1.0"}},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"actionstep-mcp","url":"https://pypi.org/project/actionstep-mcp/","firstSeenAt":"2026-09-09T08:20:22.770Z","fetchedAt":"2026-09-09T08:20:22.770Z","normalizedAt":"2026-09-09T08:20:22.770Z"}]},"firstSeenAt":"2026-09-09T08:20:22.770Z","updatedAt":"2026-09-09T08:22:20.331Z"}