Actionstep MCP
CRM (Customer Relationship Management)
Use Actionstep MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Add Participant to Matter
Adds a participant to an action/matter.
Create Matter
Creates a new action/matter.
Create Company Contact
Creates a company contact.
Create File Note
Creates a new file note for an action/matter.
Create Individual Contact
Creates an individual contact.
Create Task
Creates a task for an action/matter.
Create Disbursement
Create a disbursement.
Create Time Entry
Creates a time entry.
Use Actionstep MCP with any AI assistant
Zapier Actionstep MCP lets you connect Actionstep's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Actionstep. Select and scope actions to align with your Actionstep workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
