Weavz
Actionstep

Actionstep

Legal practice management for matters, participants, documents, tasks, time entries, file notes, and REST Hook events.

OAuth2Productivity
30 tools
3 triggers
Use withChatGPTClaudeClaude CodeCursorCodexMCP clientsSetup guide

Tools

Name
list_matters

List Actionstep actions/matters with paging and optional status.

get_matter

Get an Actionstep action/matter by ID.

create_matter

Create a new Actionstep action/matter.

update_matter

Update an Actionstep action/matter by ID.

delete_matter

Delete an Actionstep action/matter by ID.

list_participants

List Actionstep participants/contacts.

get_participant

Get an Actionstep participant/contact by ID.

create_participant

Create an Actionstep participant/contact.

update_participant

Update an Actionstep participant/contact by ID.

delete_participant

Delete an Actionstep participant/contact by ID.

list_tasks

List Actionstep tasks.

create_task

Create an Actionstep task using the official tasks payload.

update_task

Update an Actionstep task by ID.

delete_task

Delete an Actionstep task by ID.

list_documents

List Actionstep document metadata only; this action does not download document bodies.

update_document

Update Actionstep matter document metadata by ID.

delete_document

Delete an Actionstep matter document by ID.

list_time_entries

List Actionstep time entries.

create_time_entry

Create an Actionstep time entry using the official time entries payload.

update_time_entry

Update an Actionstep time entry by ID.

delete_time_entry

Delete an Actionstep time entry by ID.

list_file_notes

List Actionstep file notes.

create_file_note

Create an Actionstep file note using the official file notes payload.

update_file_note

Update an Actionstep file note by ID.

delete_file_note

Delete an Actionstep file note by ID.

get_reporting_download_url

Return the Actionstep reporting download URL for data export reports. The returned URL is time-limited by Actionstep.

create_rest_hook

Create an Actionstep REST Hook subscription.

list_rest_hooks

List Actionstep REST Hook subscriptions.

delete_rest_hook

Delete an Actionstep REST Hook subscription by ID.

custom_api_call

Call an Actionstep REST API endpoint with the connected OAuth token.

Triggers

Name
matter_updated

Triggers when an Actionstep matter has a newer last modified timestamp.

document_added

Triggers when a new Actionstep document metadata record is added.

rest_hook_event_received

Subscribe to an Actionstep REST Hook event and receive its webhook payload.

Quick Start

TypeScript
import { WeavzClient } from '@weavz-io/sdk'

const weavz = new WeavzClient({ apiKey: 'wvz_...' })

const result = await weavz.actions.execute('actionstep', 'list_matters', {
  workspaceId: '550e8400-e29b-41d4-a716-446655440000',
  integrationAlias: 'actionstep',
  input: { /* ... */ },
})
API ReferenceTypeScript SDKPython SDKAll FeaturesPricing

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Frequently Asked Questions

How do I connect Actionstep to my app?

Use Weavz Hosted Connect for OAuth2 authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.

What tools does Actionstep support?

Actionstep supports 30 tools including List Matters, Get Matter, Create Matter, Update Matter, Delete Matter, and more.

Can I use Actionstep with AI agents?

Yes. Add Actionstep to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.

How do I connect Actionstep to ChatGPT or Claude?

Open the Weavz connector setup, sign in, choose a workspace, and add Actionstep as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped Actionstep tools exposed by that workspace.

Does Actionstep work with Claude Code, Cursor, Codex, and local agents?

Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved Actionstep work, and execute Code Mode workflows from a terminal.

What can I ask an AI agent to do with Actionstep?

Actionstep exposes 30 tools, including List Matters, Get Matter, Create Matter, Update Matter, Delete Matter, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.

Can Actionstep be used in stateful agent workflows?

Yes. Agents can combine Actionstep tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.

What authentication does Actionstep use?

Actionstep uses OAuth2. Weavz stores OAuth credentials securely and refreshes tokens when supported by the provider.

How much does the Actionstep integration cost?

The Actionstep integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.

What triggers does Actionstep support?

Actionstep supports 3 triggers including Matter Updated, Document Added, REST Hook Event Received.

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