Your matters, in the
AI apps you already use
The MCP server is part of every Referent account.
MCP guide
MCP for Actionstep
What MCP access exists for Actionstep today, how to set it up safely, and the shortcut if you would rather have MCP built into your practice software.
Connect an AI app to Actionstep today
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Create the connector
In Zapier MCP, choose Actionstep and connect your account. Copy your endpoint.
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Search before you write
Enable Find Matter and Find Contact. Leave create and update actions off for the first week.
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Connect and test
Add the endpoint to Claude or ChatGPT and find a matter you know. Compare with Actionstep.
A first prompt to try
Find the Actionstep matter for "Greenway Holdings". Show its ID, current step, and assigned participant. Do not change anything.
Use a matter you know well and compare the answer with the Actionstep screen. If it matches, widen the tools. If it does not, you found out on a test, which is the point.
The shortcut
Or pick practice software with MCP built in.
Referent runs its own MCP server. Paste one URL into Claude, ChatGPT, Gemini, or Perplexity, sign in, and that app can read and act on your firm's clients, matters, and documents under the same permissions, approvals, and audit trail as the Referent app. No Zapier tasks, no server to maintain.
https://mcp.referent.law/mcp - Reads and acts. Matter status, deadlines, documents, drafts, billing prep.
- The lawyer still signs. Client-facing and high-risk actions wait for your approval.
- Comes with the account. Free plan, no separate connector fee.
Frequently asked questions
Does Actionstep have a public API?
Yes, with documented reporting endpoints. A developer can wrap it in an MCP server if you need more than the Zapier tools.
Does Referent's MCP server connect to Actionstep?
No. The Referent MCP server at https://mcp.referent.law/mcp connects AI apps to your Referent workspace: its clients, matters, and documents. It does not reach into Actionstep. If your data is still in Actionstep, use the route above; if you move to Referent, MCP comes with the account.
What is MCP, in one paragraph?
MCP, the Model Context Protocol, is an open standard that lets AI apps such as Claude, ChatGPT, and Gemini use outside tools and data. A system exposes an MCP server; the AI app connects to it and can then look things up or take actions there, within whatever permissions you gave it. It is how an assistant stops guessing about your matters and starts reading them.
Sources
Checked September 7, 2026. Menus, plans, and connectors change; the links above are the place to confirm the current state. Actionstep is a trademark of its owner; this guide is not affiliated with or endorsed by Actionstep.