GitScrum/MCP Partner Directory/Actionstep MCP

Official Vinkius Partner Grade A+ · 8 tools

Actionstep MCP + Claude: Automate Legal Matter Status Checks

When you connect Actionstep, Claude acts as your legal paralegal within GitScrum. You stop dashboard-hopping and start delegating complex matter research—from listing all open cases to retrieving specific historical client notes—all in natural conversation.

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

Try delegating a case task in GitScrum Get Actionstep MCP on Vinkius →

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$106.80/year · 50 users · no per-seat

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workflow

task.delegate()

Create a task. Delegate to Claude. Get the result on your board.

Create a task in GitScrum

You start by creating an actionable card in your 'Case Backlog' and prompting Claude with a specific request, like, 'List all active matters for Client X.' This delegates the research.

Claude runs the Actionstep MCP

Claude autonomously invokes the Actionstep MCP tools. It queries your legal database to fetch accurate matter names, current status metadata, and associated contacts without you touching a single external portal.

Outcome lands in your GitScrum board

The structured data—a clean list of all required legal matters or client contact records—is presented right within the task comments, ready for immediate review and assignment to a team member.

templates

task.create()

Actionstep MCP + Claude: 3 Templates for Legal Case Management

Copy. Paste into a Claude-aware GitScrum task. Done.

Case Backlogtemplate1

Check Status of All Open Legal Matters via Actionstep

I need to know which matters are stuck in 'Review' status or haven't had notes added in the last week.

Claude prompt

Claude, please use the Actionstep MCP tools to list all active legal matters for our firm. Filter this list to show me any matter that is currently marked as 'Pending Client Input' and also retrieve the last recorded note date for each one. I need a quick summary report in GitScrum.

Client Onboarding Ticketstemplate2

Identify Key Contacts for New Matters

We just landed a new client, and I don't know which partners or contacts are already registered in Actionstep.

Claude prompt

Using the Actionstep MCP, list all available contacts related to 'Client Zenith'. Specifically pull out names and roles for any associated partners so I can build an accurate stakeholder map. Make sure you capture every relevant contact record.

Billing Review Sprinttemplate3

Summarize Billing Time Entries by Matter

It's time for the weekly billing review, and I need to pull all billable hours logged against a specific case number.

Claude prompt

Claude, access the Actionstep MCP. List all time entries for 'Matter ID 2024-51B'. Please format this data into a clean table showing the date, service provided, and total billed amount so I can finalize the invoice draft in GitScrum.

01 · workflow

Actionstep + Claude: Streamlining Client Onboarding and Matter Intake

Manually onboarding clients means hopping between emails, CRM dashboards, and file shares just to gather basic matter details. You spend time cross-referencing who the key contacts are, what their roles are, and which specific legal matters they've been involved in previously.

With this MCP, Claude reads all that source data via Actionstep and writes the structured outcome directly into your GitScrum ticket. Instead of manual data entry, you get a clean, actionable matter summary immediately available for assignment.

Open this workflow in GitScrum →

02 · outcome

Actionstep + Claude: Automating Billing and Time Tracking Reports

Before running payroll or sending an invoice, legal teams spend hours pulling time entries. They jump to the billing portal, filter by client, then export a CSV just to confirm the total billable hours for one specific matter.

Now, Claude handles that entire loop. You simply ask it in GitScrum, and it uses Actionstep's MCP tools to pull accurate, filtered time entries directly into your task view. It saves you administrative headache every single pay cycle.

prompts

claude.ask()

Claude prompts that fire once Actionstep is live for AI agents

Claude, before starting the next sprint planning session, use the Actionstep MCP to list all available matter types. Then, identify which ones we haven't worked on in the last quarter so I can suggest a focus area.

Can you check our client database? Use the Actionstep MCP to list any contacts associated with 'Acme Corp' and filter out anyone who hasn't been active in the last six months. We need to clean up these records.

I have a stack of old files. Can Claude use the Actionstep MCP to get the details for Matter ID 1003, including all historical notes, so I can summarize the case history for the new client?

Using the Actionsstep MCP, let's pull a list of all users who worked on billing last month. Cross-reference this with our current project team roster to see if anyone needs a training refresher.

specs

tools.list()

What Claude can call on Actionstep: 8 tools for billing and client tracking

Each tool is one operation Claude runs on your behalf.

tool_name	operation
create_contact	Claude can register a new client or partner contact directly into your firm's database via this function.
get_matter_details	AI agents can retrieve all core metadata for a specific legal matter, including its current status and assigned team members.
list_contacts	This tool allows Claude to pull a comprehensive list of every client, partner, or participant record stored in your Actionstep account.
list_matters	Claude uses this function to generate an up-to-date inventory of all active and closed legal matters within the firm's ecosystem.
list_matter_notes	You can prompt Claude to retrieve a chronological list of file notes associated with a specific matter ID, perfect for case history summaries.
list_legal_tasks	This function lets Claude pull a list of all outstanding workflow tasks across your practice, helping you identify bottlenecks in the process.
list_time_entries	Claude runs this to generate a comprehensive list of billable time entries, which is critical for accurate invoicing and billing reviews.
list_action_types	This tool helps Claude read out all the available matter types that your firm uses, ensuring you don't miss any classification when tracking cases.

grade

A+

tools

auth

Required

catalog

Vinkius

faq

faq.read()

Actionstep + Claude, answered for GitScrum users

How does the Actionstep MCP integrate with GitScrum using Claude?

The Actionstep MCP integrates by giving Claude secure, defined access to your legal data. You don't need complex integrations; you just task Claude inside a GitScrum ticket. It uses the MCP tools to fetch the raw data and presents the result directly into your board for review.

Does using Actionstep with Claude require specific AI agents or clients?

No, as long as your chosen AI client (like Cursor or ChatGPT) supports MCPs, you're good to go. The core connection is between the standardized Actionstep MCP and any compatible AI agent running within GitScrum.

Is retrieving historical matter notes secure when using Claude?

Absolutely. All data retrieval uses OAuth 2.0 credentials from your developer portal, ensuring that Claude only sees the specific data required for the task. Security and compliance are top priorities.

Can I use Actionstep with Claude on my mobile device or web interface?

Yes. Whether you're using the dedicated Claude Pro client, accessing it via a web browser, or through VS Code, as long as your AI agent supports MCPs, you can delegate these legal tasks to Claude.

What if I want to list all contacts but only for one specific type of matter?

You just need a highly targeted prompt. You tell Claude exactly what criteria to apply—for example, 'List all contacts tied to litigation matters.' The Actionstep MCP handles the filtering and retrieves precise results.