Release Notes

What's new in the MCP Server

We're improving the Actionstep MCP Server all the time — better security, clearer answers, and fixes that make everyday work smoother. Here's what's changed, newest first.

Security
New
Improved
Fixed
7 Jul2026
v1.8.0
Create tasks, and two fixes
  • New Add a task to a matter. You can now create a task on an existing matter straight from your assistant — give it the matter, a task name, a due date, and who it's assigned to, with an optional priority and description. The task appears in Actionstep immediately, ready to work.
  • Fixed Company contacts save correctly. Creating or renaming a company contact no longer fails with a "valid Company Name" error — company names now save properly on both create and update.
  • Fixed No more dropped parties. When a matter is created with two parties in the same role (such as two clients), every party is now kept. As a safeguard, if the details don't line up the matter isn't created and a clear warning is returned, rather than quietly losing anyone.
20 Jun2026
v1.7.14
Sharper conflict checks
  • Improved More accurate party searches. Searching for the matters a person is connected to now returns only that person's matters — previously a search could return far more than intended. Conflict screening is now precise and dependable.
  • Improved Closed and historical matters included. Party searches now look across closed and past matters too, not just open ones — so a conflict check sees the complete picture.
  • Improved Asking for a conflict check or party screening in plain language now reliably reaches the right search.
17 Jun2026
v1.7.6
Cleaner data, clearer results
  • Fixed People's names instead of ID numbers. Matter fields that point to a person now show the person's name rather than an internal reference number.
  • Fixed Companies and individuals labelled correctly. Contact searches now show companies as companies and people as individuals, instead of labelling everything the same way.
  • Improved Open a specific file note directly. File note lists now include a reference, so you can jump straight to the full text of any note you see.
  • Fixed Clearer search feedback. Combining search filters that don't work together now returns a clear explanation instead of quietly ignoring part of your request.
  • Fixed "View in Actionstep" links now always open the correct place in Actionstep.
14 Jun2026
v1.7.5
Tidier matter summaries
  • Fixed File notes read cleanly in matter overviews. Note text no longer cuts off mid-word, the note count is now accurate, and a clear "…and more" pointer appears when there are additional notes to see.
12 Jun2026
v1.7.2
Know what each action does
  • New Friendly names for every action. Each thing you can ask for now has a plain-language name, so the list of available actions is easy to read.
  • New Read vs. change, at a glance. Every action now shows whether it only looks information up or can make a change — so you always know what to expect before you run it.
12 Jun2026
v1.7.1
Dedicated, independent servers
  • New Your own dedicated server. Each firm now runs on its own fully independent, secure environment — your connection and your data stay separate from every other firm's.
  • Improved Smoother first connection. Resolved an issue in the sign-in flow so connecting to Actionstep for the first time works reliably.
  • Improved Added a health check so the service can be monitored for availability.
9 Jun2026
v1.7.0
Enterprise-grade security
  • Security Secure sign-in on every connection. Added full OAuth 2.0 authentication, so only authorised users can reach your data. Every connection is verified, and any unauthorised request is automatically rejected — your Actionstep data sits safely behind a secure sign-in.