MCP Server

Connect Claude or any MCP-compatible AI assistant to NextStep. Ask your assistant to manage processes in plain English — create templates, start runs, complete tasks, schedule recurring work, and more.

MCP Server URL:

https://mcp.getnextstep.io

How it works

What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external tools and data. Once connected, your assistant has access to 27 tools for managing your processes — listing templates, creating runs, completing tasks, and more.

Connecting

Claude.ai

Claude Code (CLI)

claude mcp add --transport http nextstep https://mcp.getnextstep.io

Then run any command — Claude will prompt you to authenticate on first use.

Claude Desktop

Edit claude_desktop_config.json:

{
  "mcpServers": {
    "nextstep": {
      "url": "https://mcp.getnextstep.io"
    }
  }
}

Restart Claude Desktop after saving.

Other MCP Clients

Any client that supports Streamable HTTP transport and OAuth 2.1 with PKCE can connect. Use the URL above as the server endpoint.

Example prompts

Onboarding & HR

• “Start the new hire onboarding for alice@company.com”
• “Who’s on my team?”
• “Show me all tasks assigned to bob@company.com across active runs”
• “Create an offboarding process with sections for IT, HR, and Finance”

Operations & Recurring work

• “Schedule the weekly standup process every Monday at 9am”
• “Show me my recurring schedules and which ones are active”
• “Cancel the monthly compliance check schedule”

Daily task management

• “What’s overdue right now?”
• “Show me all active runs and their progress”
• “Mark the background check task complete on Alice’s onboarding”
• “Reassign the contract review task to legal@company.com”

Template creation

• “Create a customer onboarding template based on these requirements: …”
• “Add a ‘Manager approval’ task to the offboarding template”
• “Find my templates that mention ‘invoice‘“

Status & reporting

• “Summarise the status of all active runs”
• “Which runs have someone stuck on a task for more than a week?”
• “Show me comments on the latest contract review run”

Available tools

Templates

Template tasks

Process runs

Run tasks

Scheduling

Team & collaboration

Privacy & security

What your AI can see:

• Only your team’s data — exactly what you’d see when logged into NextStep
• Limited by your role and permissions in NextStep

What your AI cannot do:

• Access other teams’ data
• Bypass NextStep permissions
• Delete published templates (you must unpublish first)
• Modify billing or team settings

How auth works:

• OAuth 2.1 + PKCE — your AI never sees your password
• Access tokens expire after 1 hour
• All traffic is encrypted (HTTPS/TLS)
• Cancelling your subscription revokes MCP access immediately on next token refresh

Disconnecting

Claude.ai

Settings → Connectors → NextStep → Disconnect

Claude Code

claude mcp remove nextstep

Claude Desktop

Remove the nextstep entry from claude_desktop_config.json and restart.

Troubleshooting

Limits

Need help?

• MCP issues / questions about tools: hello@getnextstep.io
• NextStep account issues: hello@getnextstep.io
• Claude.ai issues: support.anthropic.com 
• Claude Code issues: github.com/anthropics/claude-code/issues