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Connectors · Accounting & finance

Actionstep MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Actionstep and the rest of your systems. It gives your agent 257 Actionstep actions (145 reads, 79 writes and 33 that wait for a confirmation) and holds the Actionstep credential itself, so the agent never does. It paces Actionstep's limits and records every call. Connecting Actionstep needs your own Actionstep OAuth app and one admin sign-in.

Connect Actionstep freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "actionstep.tasks.list",  intent: "check which Actionstep account is connected"}# List tasks · read · 1 upstream call
  • 257actionsin one signed file
  • 145readlook, never change
  • 79writecreate and update
  • 33wait for a yesdestructive, confirmed first

Set up

Connect Actionstep in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Actionstep.

    OAuth 2.0, authorization code. You register your own OAuth app with Actionstep, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.

    Before the first sign-in, Actionstep needs an OAuth app of your own, registered in its developer portal. actionlake has no Actionstep app to lend you.

    • access_tokenAccess token from one sign-in with your own OAuth app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idActionstep API client id (production API credentials issued by Actionstep after API review)
    • client_secretActionstep API client secret
    • hostWhere your Actionstep lives: your host
    account { op: "connections.requirements", service: "actionstep" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "actionstep.tasks.list" }# list tasks · read · 1 upstream callcheck { action: "actionstep.tasks.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Actionstep at a glance

Sign-in
OAuth 2.0, authorization code. You register your own OAuth app with Actionstep, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide
access_tokenrefresh_tokenclient_idclient_secret
Setup fields
host
Limits we pace to
120 calls a minute, per connection
API covered
Actionstep REST API (Platform JSON v1, /api/rest), at your Actionstep instance's API base URL, which you enter when connecting (path /api)
Built from
Actionstep's documentation, read 23 October 2026docs.actionstep.comdocs.actionstep.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
145 of 145 reads, for up to an hour; a write clears what it affects
Shared entities
5, so ask can line Actionstep up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Actionstep.

257 actions in 78 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 145readlook, never change
  • 79writecreate and update
  • 33destructivewait for a confirmation

  1. Contact documents

    5

    2 read · 2 write · 1 destructive

    Create a contact document · List contact documents · Get a contact document · Update a contact document

  2. Contact folders

    5

    2 read · 2 write · 1 destructive

    Create a contact folder · List contact folders · Get a contact folder · Update a contact folder

  3. Contact notes

    5

    2 read · 2 write · 1 destructive

    List contact notes · Create a contact note · Get a contact note · Update a contact note

  4. Data collection field dropdown choices

    5

    2 read · 2 write · 1 destructive

    Create a data collection field dropdown choice · List data collection field dropdown choices · Get a data collection field dropdown choice · Update a data collection field dropdown choice

  5. Data collection fields

    5

    2 read · 2 write · 1 destructive

    Create a data collection field · List data collection fields · Get a data collection field · Update a data collection field

  6. Data collections

    5

    2 read · 2 write · 1 destructive

    Create a data collection · List data collections · Get a data collection · Update a data collection

  7. Disbursements

    5

    2 read · 2 write · 1 destructive

    Create a disbursement · List disbursements · Get a disbursement · Update a disbursement

  8. Email associations

    5

    2 read · 2 write · 1 destructive

    Create an email association · List email associations · Get an email association · Update an email association

70 more areas · 217 actions
  • Email attachments 5
  • Emails 5
  • File notes 5
  • Gender types 5
  • Matter documents 5
  • Matter netdocuments settings 5
  • Matter rates 5
  • Matter type folders 5
  • Matter type participant types 5
  • Participant data field dropdown choices 5
  • Participant notification methods 5
  • Participant type data fields 5
  • Phone records 5
  • Rest hooks 5
  • Tasks 5
  • Time entries 5
  • Time records 5
  • Utbms codes 5
  • Calendar appointments 4
  • Contact relationships 4
  • Data collection record values 4
  • Data collection records 4
  • Matter folders 4
  • Matter participants 4
  • Participant relationship types 4
  • Participant types 4
  • Participants 4
  • Quick codes 4
  • Scratch notes 4
  • SMS 4
  • Matter bill settings 3
  • Matter participant data field values 3
  • Matters 3
  • Participant default types 3
  • Users 3
  • Billing preferences 2
  • Countries 2
  • Currencies 2
  • Divisions 2
  • Document templates 2
  • Matter creation 2
  • Matter permissions 2
  • Matter step changes 2
  • Matter types 2
  • Nodes 2
  • Participant data field values 2
  • Rate custom values 2
  • Rates 2
  • Roles 2
  • Sale purchase types 2
  • Settings 2
  • Step data fields 2
  • Step messages 2
  • Step participant types 2
  • Step related matter types 2
  • Step tasks 2
  • Steps 2
  • Tags 2
  • Task templates 2
  • Tax codes 2
  • Time record activities 2
  • Units 2
  • User group members 2
  • User groups 2
  • Bills 1
  • Calendars 1
  • Cultural identities 1
  • Disability statuses 1
  • Primary languages 1
  • Reporting 1

Top actions

The Actionstep API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 74 of Actionstep's 74 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
actionstep.tasks.listList tasksList Actionstep tasks, walking every page.readwork.task.list122 connectors
actionstep.matters.listList mattersList Actionstep matters, walking every page.readwork.project.list109 connectors
actionstep.time_entries.listList time entriesList Actionstep time entries, walking every page.readwork.time_entry.list59 connectors
actionstep.tasks.createCreate a taskCreate an Actionstep task.writework.task.create127 connectors
actionstep.matter_creation.createCreate a matterCreate a new Actionstep matter (actioncreate) of the given matter type.writework.project.create102 connectors
actionstep.participants.listList participants (contacts)List Actionstep participants (contacts), walking every page.readcrm.contact.list177 connectors
actionstep.time_entries.createCreate a time entryCreate an Actionstep time entry.writework.time_entry.create56 connectors
actionstep.tasks.deleteDelete a taskDelete an Actionstep task (answers 204).destructivework.task.delete107 connectors
actionstep.contact_notes.listList contact notesList Actionstep contact notes, walking every page.readcrm.contact_note.list29 connectors
actionstep.participants.createCreate a participant (contact)Create an Actionstep participant (contact).writecrm.contact.create161 connectors
actionstep.users.listList system usersList Actionstep system users, walking every page.readidentity.user.list474 connectors
actionstep.contact_notes.createCreate a contact noteCreate an Actionstep contact note.writecrm.contact_note.create28 connectors

Try it

Prompts to paste into Claude.

Each one names the Actionstep actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Actionstep tasks are overdue, and who owns each one?

    callsactionstep.tasks.list

  2. Writewrite

    Create a task in Actionstep. Show me exactly what you will send before you save it.

    callsactionstep.tasks.create

  3. Across systemsread

    Which contacts are in both Actionstep and HaloPSA, and how many are in only one of them?

    callsactionstep.participants.listhalopsa.users.list

Across your systems

Actionstep, joined to the rest of your business.

One ask fetches from Actionstep and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which contacts are in both Actionstep and HaloPSA, and how many are in only one of them?

    actionstep.participants.list + halopsa.users.list, on crm.contact · HaloPSA

  • Which contacts are in both Actionstep and HubSpot CRM, and how many are in only one of them?

    actionstep.participants.list + hubspot_crm.contacts.list, on crm.contact · HubSpot CRM

Also mapped by other connectorscrm.contact 192work.project 116work.task 105work.time_entry 40crm.contact_note 9
ask
ask {  intent: "which contacts are in both Actionstep and HaloPSA, and how many are in only one of them",  steps: [    { action: "actionstep.participants.list", as: "people", input: {}, limit: 100, max_pages: 5 },    { action: "halopsa.users.list", as: "people2", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "people",        right: "people2",        on: "crm.contact",        group_by: "people.email",        select: ["people.email", "count(people2.id) as in_halopsa"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Actionstep

Destructive actions wait for a yes.

33 Actionstep actions are destructive. The first 10:

  • Delete a taskactionstep.tasks.delete
  • Delete a time entryactionstep.time_entries.delete
  • Delete a contact noteactionstep.contact_notes.delete
  • Delete a calendar appointmentactionstep.calendar_appointments.delete
  • Delete a file noteactionstep.file_notes.delete
  • Delete a phone recordactionstep.phone_records.delete
  • Delete an emailactionstep.emails.delete
  • Delete an REST hook subscriptionactionstep.rest_hooks.delete
  • Delete a matter documentactionstep.matter_documents.delete
  • Delete a UTBMS codeactionstep.utbms_codes.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doactionstep.tasks.deleteconfirm_policy: human

Delete a task?

intent: the user asked me to delete a task

run suspended · waiting for a named person · key actionstep-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "actionstep-agent",  allowed_actions: ["actionstep.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "actionstep.tasks.delete", approver: "[email protected]" },    { match: "actionstep.time_entries.delete", approver: "[email protected]" },    { match: "actionstep.contact_notes.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Actionstep only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Actionstep costs on actionlake.

Every Actionstep action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Actionstep refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 257 Actionstep actions
  • 257actions pageeach page of a long list is one call
  • 145reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Actionstep action.

257 actions by area: the id your agent calls, what it does, and its effect.

Contact documents5
  • actionstep.contact_documents.createCreate a contact documentwrite
  • actionstep.contact_documents.deleteDelete a contact documentdestructive
  • actionstep.contact_documents.getGet a contact documentread
  • actionstep.contact_documents.listList contact documentsread
  • actionstep.contact_documents.updateUpdate a contact documentwrite
Contact folders5
  • actionstep.contact_folders.createCreate a contact folderwrite
  • actionstep.contact_folders.deleteDelete a contact folderdestructive
  • actionstep.contact_folders.getGet a contact folderread
  • actionstep.contact_folders.listList contact foldersread
  • actionstep.contact_folders.updateUpdate a contact folderwrite
Contact notes5
  • actionstep.contact_notes.createCreate a contact notewrite
  • actionstep.contact_notes.deleteDelete a contact notedestructive
  • actionstep.contact_notes.getGet a contact noteread
  • actionstep.contact_notes.listList contact notesread
  • actionstep.contact_notes.updateUpdate a contact notewrite
Data collection field dropdown choices5
  • actionstep.data_collection_field_dropdown_choices.createCreate a data collection field dropdown choicewrite
  • actionstep.data_collection_field_dropdown_choices.deleteDelete a data collection field dropdown choicedestructive
  • actionstep.data_collection_field_dropdown_choices.getGet a data collection field dropdown choiceread
  • actionstep.data_collection_field_dropdown_choices.listList data collection field dropdown choicesread
  • actionstep.data_collection_field_dropdown_choices.updateUpdate a data collection field dropdown choicewrite
Data collection fields5
  • actionstep.data_collection_fields.createCreate a data collection fieldwrite
  • actionstep.data_collection_fields.deleteDelete a data collection fielddestructive
  • actionstep.data_collection_fields.getGet a data collection fieldread
  • actionstep.data_collection_fields.listList data collection fieldsread
  • actionstep.data_collection_fields.updateUpdate a data collection fieldwrite
Data collections5
  • actionstep.data_collections.createCreate a data collectionwrite
  • actionstep.data_collections.deleteDelete a data collectiondestructive
  • actionstep.data_collections.getGet a data collectionread
  • actionstep.data_collections.listList data collectionsread
  • actionstep.data_collections.updateUpdate a data collectionwrite
Disbursements5
  • actionstep.disbursements.createCreate a disbursementwrite
  • actionstep.disbursements.deleteDelete a disbursementdestructive
  • actionstep.disbursements.getGet a disbursementread
  • actionstep.disbursements.listList disbursementsread
  • actionstep.disbursements.updateUpdate a disbursementwrite
Email associations5
  • actionstep.email_associations.createCreate an email associationwrite
  • actionstep.email_associations.deleteDelete an email associationdestructive
  • actionstep.email_associations.getGet an email associationread
  • actionstep.email_associations.listList email associationsread
  • actionstep.email_associations.updateUpdate an email associationwrite
Email attachments5
  • actionstep.email_attachments.createCreate an email attachmentwrite
  • actionstep.email_attachments.deleteDelete an email attachmentdestructive
  • actionstep.email_attachments.getGet an email attachmentread
  • actionstep.email_attachments.listList email attachmentsread
  • actionstep.email_attachments.updateUpdate an email attachmentwrite
Emails5
  • actionstep.emails.createCreate an emailwrite
  • actionstep.emails.deleteDelete an emaildestructive
  • actionstep.emails.getGet an emailread
  • actionstep.emails.listList emailsread
  • actionstep.emails.updateUpdate an emailwrite
File notes5
  • actionstep.file_notes.createCreate a file notewrite
  • actionstep.file_notes.deleteDelete a file notedestructive
  • actionstep.file_notes.getGet a file noteread
  • actionstep.file_notes.listList file notesread
  • actionstep.file_notes.updateUpdate a file notewrite
Gender types5
  • actionstep.gender_types.createCreate a gender typewrite
  • actionstep.gender_types.deleteDelete a gender typedestructive
  • actionstep.gender_types.getGet a gender typeread
  • actionstep.gender_types.listList gender typesread
  • actionstep.gender_types.updateUpdate a gender typewrite
Matter documents5
  • actionstep.matter_documents.createCreate a matter documentwrite
  • actionstep.matter_documents.deleteDelete a matter documentdestructive
  • actionstep.matter_documents.getGet a matter documentread
  • actionstep.matter_documents.listList matter documentsread
  • actionstep.matter_documents.updateUpdate a matter documentwrite
Matter netdocuments settings5
  • actionstep.matter_netdocuments_settings.createCreate a matter NetDocuments settings recordwrite
  • actionstep.matter_netdocuments_settings.deleteDelete a matter NetDocuments settings recorddestructive
  • actionstep.matter_netdocuments_settings.getGet a matter NetDocuments settings recordread
  • actionstep.matter_netdocuments_settings.listList matter NetDocuments settingsread
  • actionstep.matter_netdocuments_settings.updateUpdate a matter NetDocuments settings recordwrite
Matter rates5
  • actionstep.matter_rates.createCreate a matter rate overridewrite
  • actionstep.matter_rates.deleteDelete a matter rate overridedestructive
  • actionstep.matter_rates.getGet a matter rate overrideread
  • actionstep.matter_rates.listList matter rate overridesread
  • actionstep.matter_rates.updateUpdate a matter rate overridewrite
Matter type folders5
  • actionstep.matter_type_folders.createCreate a matter type folderwrite
  • actionstep.matter_type_folders.deleteDelete a matter type folderdestructive
  • actionstep.matter_type_folders.getGet a matter type folderread
  • actionstep.matter_type_folders.listList matter type foldersread
  • actionstep.matter_type_folders.updateUpdate a matter type folderwrite
Matter type participant types5
  • actionstep.matter_type_participant_types.createCreate a matter type participant typewrite
  • actionstep.matter_type_participant_types.deleteDelete a matter type participant typedestructive
  • actionstep.matter_type_participant_types.getGet a matter type participant typeread
  • actionstep.matter_type_participant_types.listList matter type participant typesread
  • actionstep.matter_type_participant_types.updateUpdate a matter type participant typewrite
Participant data field dropdown choices5
  • actionstep.participant_data_field_dropdown_choices.createCreate a participant data field dropdown choicewrite
  • actionstep.participant_data_field_dropdown_choices.deleteDelete a participant data field dropdown choicedestructive
  • actionstep.participant_data_field_dropdown_choices.getGet a participant data field dropdown choiceread
  • actionstep.participant_data_field_dropdown_choices.listList participant data field dropdown choicesread
  • actionstep.participant_data_field_dropdown_choices.updateUpdate a participant data field dropdown choicewrite
Participant notification methods5
  • actionstep.participant_notification_methods.createCreate a participant additional notification methodwrite
  • actionstep.participant_notification_methods.deleteDelete a participant additional notification methoddestructive
  • actionstep.participant_notification_methods.getGet a participant additional notification methodread
  • actionstep.participant_notification_methods.listList participant additional notification methodsread
  • actionstep.participant_notification_methods.updateUpdate a participant additional notification methodwrite
Participant type data fields5
  • actionstep.participant_type_data_fields.createCreate a participant type data fieldwrite
  • actionstep.participant_type_data_fields.deleteDelete a participant type data fielddestructive
  • actionstep.participant_type_data_fields.getGet a participant type data fieldread
  • actionstep.participant_type_data_fields.listList participant type data fieldsread
  • actionstep.participant_type_data_fields.updateUpdate a participant type data fieldwrite
Phone records5
  • actionstep.phone_records.createCreate a phone recordwrite
  • actionstep.phone_records.deleteDelete a phone recorddestructive
  • actionstep.phone_records.getGet a phone recordread
  • actionstep.phone_records.listList phone recordsread
  • actionstep.phone_records.updateUpdate a phone recordwrite
Rest hooks5
  • actionstep.rest_hooks.createCreate an REST hook subscriptionwrite
  • actionstep.rest_hooks.deleteDelete an REST hook subscriptiondestructive
  • actionstep.rest_hooks.getGet an REST hook subscriptionread
  • actionstep.rest_hooks.listList REST hook subscriptionsread
  • actionstep.rest_hooks.updateUpdate an REST hook subscriptionwrite
Tasks5
  • actionstep.tasks.createCreate a taskwrite
  • actionstep.tasks.deleteDelete a taskdestructive
  • actionstep.tasks.getGet a taskread
  • actionstep.tasks.listList tasksread
  • actionstep.tasks.updateUpdate a taskwrite
Time entries5
  • actionstep.time_entries.createCreate a time entrywrite
  • actionstep.time_entries.deleteDelete a time entrydestructive
  • actionstep.time_entries.getGet a time entryread
  • actionstep.time_entries.listList time entriesread
  • actionstep.time_entries.updateUpdate a time entrywrite
Time records5
  • actionstep.time_records.createCreate a time recordwrite
  • actionstep.time_records.deleteDelete a time recorddestructive
  • actionstep.time_records.getGet a time recordread
  • actionstep.time_records.listList time recordsread
  • actionstep.time_records.updateUpdate a time recordwrite
Utbms codes5
  • actionstep.utbms_codes.createCreate a UTBMS codewrite
  • actionstep.utbms_codes.deleteDelete a UTBMS codedestructive
  • actionstep.utbms_codes.getGet a UTBMS coderead
  • actionstep.utbms_codes.listList UTBMS codesread
  • actionstep.utbms_codes.updateUpdate a UTBMS codewrite
Calendar appointments4
  • actionstep.calendar_appointments.createCreate a calendar appointmentwrite
  • actionstep.calendar_appointments.deleteDelete a calendar appointmentdestructive
  • actionstep.calendar_appointments.listList calendar appointmentsread
  • actionstep.calendar_appointments.updateUpdate a calendar appointmentwrite
Contact relationships4
  • actionstep.contact_relationships.createCreate a contact relationshipwrite
  • actionstep.contact_relationships.deleteDelete a contact relationshipdestructive
  • actionstep.contact_relationships.getGet a contact relationshipread
  • actionstep.contact_relationships.listList contact relationshipsread
Data collection record values4
  • actionstep.data_collection_record_values.createCreate data collection record valueswrite
  • actionstep.data_collection_record_values.getGet a data collection record valueread
  • actionstep.data_collection_record_values.listList data collection record valuesread
  • actionstep.data_collection_record_values.updateUpdate a data collection record valuewrite
Data collection records4
  • actionstep.data_collection_records.createCreate a data collection recordwrite
  • actionstep.data_collection_records.deleteDelete a data collection recorddestructive
  • actionstep.data_collection_records.getGet a data collection recordread
  • actionstep.data_collection_records.listList data collection recordsread
Matter folders4
  • actionstep.matter_folders.createCreate a matter folderwrite
  • actionstep.matter_folders.getGet a matter folderread
  • actionstep.matter_folders.listList matter foldersread
  • actionstep.matter_folders.updateUpdate a matter folderwrite
Matter participants4
  • actionstep.matter_participants.createCreate a matter participantwrite
  • actionstep.matter_participants.deleteDelete a matter participantdestructive
  • actionstep.matter_participants.getGet a matter participantread
  • actionstep.matter_participants.listList matter participantsread
Participant relationship types4
  • actionstep.participant_relationship_types.createCreate a participant relationship typewrite
  • actionstep.participant_relationship_types.deleteDelete a participant relationship typedestructive
  • actionstep.participant_relationship_types.getGet a participant relationship typeread
  • actionstep.participant_relationship_types.listList participant relationship typesread
Participant types4
  • actionstep.participant_types.createCreate a participant typewrite
  • actionstep.participant_types.getGet a participant typeread
  • actionstep.participant_types.listList participant typesread
  • actionstep.participant_types.updateUpdate a participant typewrite
Participants4
  • actionstep.participants.createCreate a participant (contact)write
  • actionstep.participants.getGet a participant (contact)read
  • actionstep.participants.listList participants (contacts)read
  • actionstep.participants.updateUpdate a participant (contact)write
Quick codes4
  • actionstep.quick_codes.createCreate a quick codewrite
  • actionstep.quick_codes.getGet a quick coderead
  • actionstep.quick_codes.listList quick codesread
  • actionstep.quick_codes.updateUpdate a quick codewrite
Scratch notes4
  • actionstep.scratch_notes.createCreate a scratch notewrite
  • actionstep.scratch_notes.deleteDelete a scratch notedestructive
  • actionstep.scratch_notes.listList scratch notesread
  • actionstep.scratch_notes.updateUpdate a scratch notewrite
SMS4
  • actionstep.sms.createCreate an SMS recordwrite
  • actionstep.sms.getGet an SMS recordread
  • actionstep.sms.listList SMS recordsread
  • actionstep.sms.updateUpdate an SMS recordwrite
Matter bill settings3
  • actionstep.matter_bill_settings.getGet a matter bill settings recordread
  • actionstep.matter_bill_settings.listList matter bill settingsread
  • actionstep.matter_bill_settings.updateUpdate a matter bill settings recordwrite
Matter participant data field values3
  • actionstep.matter_participant_data_field_values.getGet a matter participant data field valueread
  • actionstep.matter_participant_data_field_values.listList matter participant data field valuesread
  • actionstep.matter_participant_data_field_values.updateUpdate a matter participant data field valuewrite
Matters3
  • actionstep.matters.getGet a matterread
  • actionstep.matters.listList mattersread
  • actionstep.matters.updateUpdate a matterwrite
Participant default types3
  • actionstep.participant_default_types.createCreate a participant default typewrite
  • actionstep.participant_default_types.deleteDelete a participant default typedestructive
  • actionstep.participant_default_types.listList participant default typesread
Users3
  • actionstep.users.currentGet the connected userread
  • actionstep.users.getGet a system userread
  • actionstep.users.listList system usersread
Billing preferences2
  • actionstep.billing_preferences.getGet a billing preferenceread
  • actionstep.billing_preferences.listList billing preferencesread
Countries2
  • actionstep.countries.getGet a countryread
  • actionstep.countries.listList countriesread
Currencies2
  • actionstep.currencies.getGet a currencyread
  • actionstep.currencies.listList currenciesread
Divisions2
  • actionstep.divisions.getGet a divisionread
  • actionstep.divisions.listList divisionsread
Document templates2
  • actionstep.document_templates.getGet a document templateread
  • actionstep.document_templates.listList document templatesread
Matter creation2
  • actionstep.matter_creation.createCreate a matterwrite
  • actionstep.matter_creation.getGet the new-matter template for a matter typeread
Matter permissions2
  • actionstep.matter_permissions.getGet a matter permissionread
  • actionstep.matter_permissions.listList matter permissionsread
Matter step changes2
  • actionstep.matter_step_changes.createCreate a matter step changewrite
  • actionstep.matter_step_changes.getGet a matter step changeread
Matter types2
  • actionstep.matter_types.getGet a matter typeread
  • actionstep.matter_types.listList matter typesread
Nodes2
  • actionstep.nodes.getGet a workflow noderead
  • actionstep.nodes.listList workflow nodesread
Participant data field values2
  • actionstep.participant_data_field_values.getGet a participant data field valueread
  • actionstep.participant_data_field_values.updateUpdate a participant data field valuewrite
Rate custom values2
  • actionstep.rate_custom_values.getGet a rate custom valueread
  • actionstep.rate_custom_values.listList rate custom valuesread
Rates2
  • actionstep.rates.getGet a rateread
  • actionstep.rates.listList ratesread
Roles2
  • actionstep.roles.getGet a system roleread
  • actionstep.roles.listList system rolesread
Sale purchase types2
  • actionstep.sale_purchase_types.getGet a sale/purchase typeread
  • actionstep.sale_purchase_types.listList sale/purchase typesread
Settings2
  • actionstep.settings.getGet a settingread
  • actionstep.settings.listList settingsread
Step data fields2
  • actionstep.step_data_fields.getGet a step data fieldread
  • actionstep.step_data_fields.listList step data fieldsread
Step messages2
  • actionstep.step_messages.getGet a step messageread
  • actionstep.step_messages.listList step messagesread
Step participant types2
  • actionstep.step_participant_types.getGet a step participant typeread
  • actionstep.step_participant_types.listList step participant typesread
Step related matter types2
  • actionstep.step_related_matter_types.getGet a step related matter typeread
  • actionstep.step_related_matter_types.listList step related matter typesread
Step tasks2
  • actionstep.step_tasks.getGet a step taskread
  • actionstep.step_tasks.listList step tasksread
Steps2
  • actionstep.steps.getGet a workflow stepread
  • actionstep.steps.listList workflow stepsread
Tags2
  • actionstep.tags.getGet a tagread
  • actionstep.tags.listList tagsread
Task templates2
  • actionstep.task_templates.getGet a task templateread
  • actionstep.task_templates.listList task templatesread
Tax codes2
  • actionstep.tax_codes.getGet a tax coderead
  • actionstep.tax_codes.listList tax codesread
Time record activities2
  • actionstep.time_record_activities.getGet a time record activityread
  • actionstep.time_record_activities.listList time record activitiesread
Units2
  • actionstep.units.getGet a unitread
  • actionstep.units.listList unitsread
User group members2
  • actionstep.user_group_members.getGet a user group membershipread
  • actionstep.user_group_members.listList user group membershipsread
User groups2
  • actionstep.user_groups.getGet a user groupread
  • actionstep.user_groups.listList user groupsread
Bills1
  • actionstep.bills.listList billsread
Calendars1
  • actionstep.calendars.listList calendarsread
Cultural identities1
  • actionstep.cultural_identities.listList cultural identity valuesread
Disability statuses1
  • actionstep.disability_statuses.listList disability status valuesread
Primary languages1
  • actionstep.primary_languages.listList primary languagesread
Reporting1
  • actionstep.reporting.export_urlGet the reporting data export URLread

Questions

The Actionstep MCP server, answered.

Is there an Actionstep MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 257 Actionstep actions across contact documents, contact folders, contact notes and data collection field dropdown choices, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Actionstep.

What do I need to connect Actionstep?

Your own Actionstep OAuth app, registered with Actionstep (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Actionstep app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your host. The free call account { op: "connections.requirements", service: "actionstep" } lists exactly what to paste.

Can an AI agent delete or change things in Actionstep?

Only if its key allows it, and only with an explicit confirmation. 33 Actionstep actions are destructive, including delete a task, delete a time entry and delete a contact note. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Actionstep API limit?

actionlake paces every call to the limits in the Actionstep service file: 120 calls a minute per connection. Repeated reads are answered from cache (145 Actionstep actions can be), which never reaches Actionstep.

What does an Actionstep action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (257 Actionstep actions page). Cache hits, searches, dry runs and calls Actionstep refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Actionstep API does it cover?

The Actionstep REST API (Platform JSON v1, /api/rest) at your Actionstep instance's API base URL, which you enter when connecting (path /api). It is built from Actionstep's documentation as read on 23 October 2026. 257 actions in 78 areas, each one in the signed service file (version 1.0.0).

Can I combine Actionstep with my other systems?

Yes. ask joins Actionstep to HaloPSA or HubSpot CRM on the same customer and returns the answer rather than every row. Actionstep maps crm.contact, which 192 other connectors also map.

Does actionlake keep my Actionstep data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Actionstep credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Actionstep; the name is the vendor's own. Counts are from the Actionstep service file, version 1.0.0.

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Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.