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PandaDoc

@PandaDoc

About PandaDoc

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Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

Tools

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We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

PandaDoc MCP is the official remote MCP server for connecting AI assistants and agents to PandaDoc.

Create, send, track, and manage business documents using natural language directly from Claude, ChatGPT, Codex, Cursor, VS Code, and other MCP-compatible clients.

What you can do

  • Create contracts, proposals, quotes, and other documents from PandaDoc templates
  • Populate recipients, variables, fields, and pricing information
  • Search and filter documents and templates
  • Check document and signature status
  • Send documents for signing
  • Send reminders to recipients
  • Retrieve document details and content
  • Analyze completion rates and signing times
  • Automate multi-step document workflows

Secure hosted connection

PandaDoc MCP is a hosted remote server that uses OAuth authentication. No local server installation or API key configuration is required. Access is limited to the PandaDoc account and workspace authorized by the user.

Example prompts

  • “Create an NDA for Acme Corp using our standard NDA template.”
  • “Show me all documents currently waiting for signatures.”
  • “Send reminders for documents that have been pending for more than seven days.”
  • “Find all contracts signed last quarter with a value above $100,000.”
  • “Create a report of monthly document completion rates.”

Server endpoints

Global accounts

https://mcp.pandadoc.com/v1/mcp

European accounts

https://mcp.pandadoc.eu/v1/mcp

Use the endpoint that matches the region of your PandaDoc account.

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