{"generated_at":"2026-10-14T20:07:22+00:00","item":{"added_at":"2026-09-21","analysis_method":"independent_manual_review_2026-10-10","assessment_status":"provisional","auth_posture":"auth_required","category":"Web Connector","confidence":"medium","description":"Connects Claude to your firm's Actionstep matter-management workspace. File documents, maintain notes and tasks, and update contacts or custom fields. Actionstep remains the system of record, with writes logged in its audit trail.","did":"b56b45f4-a44b-4380-85e9-b6c563955a2a","documentation_url":"https://docs.actionstep.com/mcp-server/","editorial_description":{"extended_description":"Tools upload or download matter documents, download contact-folder files and create matter folders. Staff, participant, contact-type and dropdown lookups support assigning work and completing matter or participant fields, including bulk field updates.","schema_version":1,"summary":"Connects Claude to your firm's Actionstep matter-management workspace.\nFile documents, maintain notes and tasks, and update contacts or custom fields.\nActionstep remains the system of record, with writes logged in its audit trail."},"homepage_url":"","icon":"https://mcp.actionstep.com/favicon.ico","id":"b56b45f4-a44b-4380-85e9-b6c563955a2a","installs":0,"last_scanned":"","license":"","long_description":"Tools upload or download matter documents, download contact-folder files and create matter folders. Staff, participant, contact-type and dropdown lookups support assigning work and completing matter or participant fields, including bulk field updates.","manual_assessment":"medium","manual_review":{"all_findings":[{"evidence":"The complete Directory inventory names contact, file-note, matter-folder and task creation plus updates to contacts, tasks, file notes and custom fields.","reasoning":"These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability.","risk_type":"data_modification","severity":"medium","title":"Creates and updates legal-practice records","triggering_tools_or_skills":["create_company_contact","create_person_contact","create_filenote","create_matter_folder","create_task","set_custom_field_value","update_contact","update_filenote","update_task"]},{"evidence":"The inventory includes prepare_matter_document_upload and the listing says users can upload files into matter folders.","reasoning":"Uploading a document changes the firm's matter file store even though the packet does not expose the final upload schema.","risk_type":"file_write","severity":"medium","title":"Prepares matter-document uploads","triggering_tools_or_skills":["prepare_matter_document_upload"]},{"evidence":"Named tools read contacts, file notes, matter documents and participants from the authenticated firm environment.","reasoning":"Legal matter and participant records are private workspace data and may introduce user-authored content into model context.","risk_type":"private_data_read","severity":"low","title":"Reads legal matter and contact data","triggering_tools_or_skills":["get_contact","get_filenote","list_matter_documents","list_matter_participants","search_for_matter"]}],"assessment_status":"provisional","auth_and_scopes":"OAuth/authentication is required; the listing says operations use the signed-in firm's Actionstep environment, but exact OAuth scopes are not documented in the packet.","blocked_missing_evidence":null,"confidence":"medium","displayed_risk":"medium","evidence_completeness":"partial","manual_overall_risk":"medium","official_sources":[{"accessed_at":"2026-10-10T20:24:37Z","url_or_path":"plutosecurity/plutonium@b749c8dc43536c794409be9805edd48063f045e2:app/data/conn/claudesec/b56b45f4-a44b-4380-85e9-b6c563955a2a.json","what_it_proves":"Candidate PR #125 record identity (name \"Actionstep MCP Server\", publisher, type web_connector) and 43 stored tool names; no tool descriptions stored"},{"accessed_at":"2026-09-22T10:46:07Z","url_or_path":"https://api.anthropic.com/api/directory/servers?verified_tier=anthropic,partner,community (snapshot claude-directory-all-tiers-2026-09-22.json)","what_it_proves":"Official Claude Directory listing https://claude.ai/directory/b56b45f4-a44b-4380-85e9-b6c563955a2a: complete tool_names inventory (43 tools), remote streamable-http endpoint https://mcp.actionstep.com/mcp, auth_posture auth_required, directory tier community"}],"primary_reason":"Actionstep has verified names-only tools for creating and updating legal-practice records and preparing matter-document uploads.","provisional_risk":null,"publication_recommendation":"accept","requires_runtime_verification":true,"review_key":"claude:b56b45f4-a44b-4380-85e9-b6c563955a2a","reviewed_at":"2026-10-10","reviewer_notes":"Reviewed all 43 declared tools. The hosted implementation is closed and can change, so runtime verification should confirm OAuth scopes and whether prepare_matter_document_upload itself writes or only returns an upload target. No unambiguous delete, send, payment, infrastructure or arbitrary-code tool appears in the complete inventory.","risk_domains":{"arbitrary_network_access":"false","authz_ambiguity":"unknown","browser_control":"false","credential_or_admin_actions":"false","deletes_data":"false","deployment_or_infrastructure":"false","dynamic_hidden_actions":"false","filesystem_or_repo_access":"false","forwards_data_to_third_party":"true","modifies_data":"true","persistent_credentials":"true","prompt_injection_exposure":"true","provenance_uncertainty":"true","reads_private_data":"true","runs_code_or_queries":"false","sends_messages_as_user":"false","spends_or_moves_money":"false"},"tools_or_skills_reviewed":43,"tools_or_skills_total":43},"name":"Actionstep MCP Server","needs_runtime_verification":true,"plutonium_url":"https://plutonium.pluto.security/detail.html?planet=claudesec&did=b56b45f4-a44b-4380-85e9-b6c563955a2a&utm_source=plutonium_analysis_skill&utm_medium=claude_skill&utm_campaign=connector_risk_assessment","privacy_policy_url":"https://www.actionstep.com/privacy/","provisional_risk":null,"publication_recommendation":"accept","publisher":"Actionstep","publisher_url":"https://www.actionstep.com/","remote_url":"https://mcp.actionstep.com/mcp","repository_url":"","risk":"medium","risk_severity":"medium","security_risks":[{"description":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability.","evidence":"Creates and updates legal-practice records: The complete Directory inventory names contact, file-note, matter-folder and task creation plus updates to contacts, tasks, file notes and custom fields.","manual_risk_type":"data_modification","remediation":{"block_tool_categories":["state_change"],"steps":["Use a test account or sandbox before allowing changes to production data.","Grant only the write permissions required for the intended workflow.","Require human confirmation for consequential state changes."]},"risk_type":"modifies_data","severity":"medium","title":"Creates and updates legal-practice records","triggering_tools":["create_company_contact","create_person_contact","create_filenote","create_matter_folder","create_task","set_custom_field_value","update_contact","update_filenote","update_task"]},{"description":"This connector can create, change, export, or otherwise write files. Review findings: Uploading a document changes the firm's matter file store even though the packet does not expose the final upload schema.","evidence":"Prepares matter-document uploads: The inventory includes prepare_matter_document_upload and the listing says users can upload files into matter folders.","manual_risk_type":"file_write","remediation":{"block_tool_categories":["state_change"],"steps":["Limit file access to a dedicated working directory.","Review generated or modified files before they are shared or executed."]},"risk_type":"filesystem_access","severity":"medium","title":"Prepares matter-document uploads","triggering_tools":["prepare_matter_document_upload"]},{"description":"This connector can read information available to the connected account and return it to the AI. Review findings: Legal matter and participant records are private workspace data and may introduce user-authored content into model context.","evidence":"Reads legal matter and contact data: Named tools read contacts, file notes, matter documents and participants from the authenticated firm environment.","manual_risk_type":"private_data_read","remediation":{"block_tool_categories":["data_exfiltration"],"steps":["Use a least-privilege account limited to the information required by the workflow.","Restrict folders, projects, tenants, and other data scopes wherever the provider allows it.","Review access logs for unexpected reads or bulk retrieval."]},"risk_type":"reads_private_data","severity":"low","title":"Reads legal matter and contact data","triggering_tools":["get_contact","get_filenote","list_matter_documents","list_matter_participants","search_for_matter"]}],"signature_status":"unknown","source_code_reviewed":false,"support_url":"https://support.actionstep.com/hc/en-us/requests/new","tags":["filesystem_access","modifies_data","network_access","oauth_required","reads_private_data","web_connector"],"tools":[{"description":"","name":"add_custom_data_record"},{"description":"","name":"create_company_contact","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"create_filenote","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"create_matter_folder","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"create_person_contact","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"create_task","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"find_user"},{"description":"","name":"get_contact"},{"description":"","name":"get_contact_folder"},{"description":"","name":"get_custom_field_values"},{"description":"","name":"get_filenote"},{"description":"","name":"get_matter_folder"},{"description":"","name":"get_my_user_info"},{"description":"","name":"get_participant_custom_field_values"},{"description":"","name":"get_server_version"},{"description":"","name":"get_task"},{"description":"","name":"list_contact_documents"},{"description":"","name":"list_contact_folders"},{"description":"","name":"list_contact_types"},{"description":"","name":"list_contacts"},{"description":"","name":"list_contacts_with_type"},{"description":"","name":"list_custom_fields"},{"description":"","name":"list_dropdown_choices"},{"description":"","name":"list_filenotes"},{"description":"","name":"list_matter_documents"},{"description":"","name":"list_matter_folders"},{"description":"","name":"list_matter_participants"},{"description":"","name":"list_participant_custom_fields"},{"description":"","name":"list_participant_dropdown_choices"},{"description":"","name":"list_participant_types"},{"description":"","name":"list_tags"},{"description":"","name":"list_tasks"},{"description":"","name":"logout"},{"description":"","name":"prepare_contact_document_download"},{"description":"","name":"prepare_matter_document_download"},{"description":"","name":"prepare_matter_document_upload","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, change, export, or otherwise write files. Review findings: Uploading a document changes the firm's matter file store even though the packet does not expose the final upload schema."}},{"description":"","name":"search_for_matter"},{"description":"","name":"set_custom_field_value","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"set_custom_field_values"},{"description":"","name":"set_participant_custom_field_value"},{"description":"","name":"update_contact","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"update_filenote","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}},{"description":"","name":"update_task","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These tools can change meaningful matter and client records in the user's Actionstep workspace, which is a Medium data-modification capability."}}],"tools_count":43,"transport":"streamable-http","type":"web_connector","url":"https://claude.ai/directory/b56b45f4-a44b-4380-85e9-b6c563955a2a","uuid":"e54bc8a6-1696-5ed6-b309-d97159b67a85","verification_tier":"community","version":""},"query_key":"actionstep mcp server","schema_version":1,"status":"match"}