PandaDoc MCP Server

com.pandadoc.mcpPublished by mcp.pandadoc.comOfficial publisherv1.0.0Updated Oct 24, 2026

PandaDoc MCP server for creating, sending, signing, and tracking PandaDoc documents.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowBusiness & Commerce

Overview

AI-generated overview

Hosted PandaDoc MCP server that lets an assistant check, summarize, create, send and track documents and e-signature status in your PandaDoc workspace.

What you can do
  • Check document status, see who has signed and who is outstanding, and review signing pipelines
  • Summarize agreement terms, obligations and renewals, and find outstanding proposals
  • Create documents from templates, populate pricing or fields, and send them for signature after your confirmation
  • Route documents through approval chains and hand off signed quotes to invoices
When to use it
Useful when you work with contracts, NDAs, quotes or proposals in PandaDoc and want an assistant to answer questions about signing status and terms, or to prepare and send documents without leaving the chat.
Requirements
A remote hosted endpoint over Streamable HTTP; no local server or package needed. A PandaDoc account with OAuth sign-in, choosing the global or European server URL for your account's region. Works with clients such as ChatGPT, Claude, Cursor, VS Code, Codex, Cline, Gemini CLI and others.
Before you install
Sign-in grants the assistant access to the workspace you select, and actions follow your existing PandaDoc permissions. Sending a document can notify its recipients, so confirm before sending. Returned document content enters the assistant's conversation and may be processed by its model provider. PandaDoc document and operation rate limits apply.

Installation

In SourceWeft

  1. Open PandaDoc MCP Server in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.pandadoc.mcp%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

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

README

[PandaDoc]

PandaDoc for your AI assistant

AI drafts it. PandaDoc makes it real.

Check document status, see who's signed, and understand your agreements.
When you need a new one, create it from a template and send it for signature — right from your AI assistant.

Official PandaDoc MCP server and AI plugins · Hosted by PandaDoc · OAuth sign-in

Connect your assistant  ·  Explore workflows  ·  Documentation

Start with a question

Use the AI assistant you already work with to find answers and take action in your PandaDoc account.

What you needTry asking
Check signing status“What's the status of the Acme contract? Who still needs to sign?”
Understand an agreement“Summarize this contract's payment terms and key obligations.”
Review your pipeline“Which documents are still waiting for signatures this week?”
Plan for renewals“Which signed agreements are coming up for renewal this quarter?”
Prepare a follow-up“Find our outstanding proposals and draft a follow-up for each.”
Create and send“Create an NDA for Acme from our standard template. Let me review it before sending.”

Your assistant combines the available PandaDoc tools to carry out your request. PandaDoc handles document delivery, e-signatures, and status tracking.

Installation & Setup

Choose your assistant, follow its setup steps, then sign in to PandaDoc. For your first request, try: “Show me my five most recently updated documents.”

[Image]
ChatGPT		[Image]
Claude Desktop		[Image]
Claude Code
[Image]
Cursor		[Image]
Codex		[Image]
VS Code
GitHub Copilot
[Image]
Cline		[Image]
OpenCode		[Image]
Gemini CLI
[Image]
Google Antigravity		[Image]
Kiro		[Image]
OpenClaw
Using another assistant or building your own agent?

Connect it to the hosted PandaDoc MCP server using Streamable HTTP and OAuth. PandaDoc hosts the server; you do not need to run one locally.

PandaDoc accountServer URL
Global (app.pandadoc.com)https://mcp.pandadoc.com/v1/mcp
European (app.pandadoc.eu)https://mcp.pandadoc.eu/v1/mcp

Use the endpoint for your account's region. See the MCP setup guide and supported clients.

Sign in with PandaDoc. During authorization, select your workspace and choose what your assistant can access. The manual setup examples below use the global server URL. For a European account, follow the regional setup instructions.

[Image] ChatGPT

Connect the PandaDoc app for ChatGPT to work with your documents directly in a conversation.

  1. In ChatGPT, open Apps and search for PandaDoc.
  2. Select Connect, sign in to PandaDoc, and approve the connection.
  3. Select Start chat and ask about one of your documents.

For European accounts, connect through a custom MCP server as described in the PandaDoc ChatGPT setup guide. The app directory listing connects to the global region.

[Image] Claude Desktop

  1. Open Customize → Connectors → + → Add custom connector.

  2. Enter PandaDoc as the name and this server URL:

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

  3. Select Add, then Connect.

  4. Complete PandaDoc authorization in your browser, then choose Open Claude to return to the app.

PandaDoc should appear in your connected tools. Start a conversation and ask about a document.

[Image] Claude Code

The PandaDoc Claude plugin includes the connector, guided document workflows, and a session-start overview of the available skills. It works in the terminal, the Code tab in Claude Desktop, IDE extensions, and Claude Code on the web.

  1. Add the PandaDoc plugin marketplace:

    text
    /plugin marketplace add PandaDoc/mcp-server-guide

  2. Install the plugin:

    text
    /plugin install pandadoc@pandadoc

  3. Run /mcp, select PandaDoc, and complete authorization. In the desktop app or IDE, select Connect on the plugin's PandaDoc connector.

  4. Type / to browse the skills, or describe your task.

Use /plugin marketplace update to refresh the marketplace when updating the plugin.

Connect the MCP server without installing the plugin

Run this command in your terminal:

sh
claude mcp add pandadoc --transport http https://mcp.pandadoc.com/v1/mcp

Start claude, run /mcp, and select PandaDoc to authorize. Return to /mcp after signing in to confirm the server is connected.

[Image] Cursor

  1. Open the command palette with ⌘⇧P on macOS or Ctrl+Shift+P on Windows/Linux.

  2. Select View: Open MCP Settings → Tools & MCPs → New MCP Server.

  3. Add PandaDoc to the mcpServers object in the configuration file:

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

  4. Save the file, return to Tools & MCPs, and select Authenticate.

  5. Complete PandaDoc authorization in your browser, then return to Cursor.

Already have another MCP server configured?

Keep your existing entries and add pandadoc alongside them, with a comma between entries:

json
{  "mcpServers": {    "existing-server": {      "url": "https://mcp.example.com/mcp"    },    "pandadoc": {      "url": "https://mcp.pandadoc.com/v1/mcp"    }  }}

Windsurf / Devin Desktop

The PandaDoc plugin adds the PandaDoc MCP server and the PandaDoc skills to Devin Desktop (formerly Windsurf), the Devin CLI, and Devin cloud sessions.

  1. Sign in to the Devin CLI with devin auth login.

  2. Install the plugin:

    sh
    devin plugins install PandaDoc/mcp-server-guide

  3. Start a new session. When Devin first uses PandaDoc, it asks you to sign in.

  4. Complete PandaDoc authorization in your browser. Type /pandadoc: to browse the skills, or describe your task.

If PandaDoc later shows Needs auth in Devin Desktop, open Customize → MCPs and select Authenticate.

Connect the MCP server without installing the plugin

Add PandaDoc to the mcpServers object in ~/.config/devin/config.json:

json
{  "mcpServers": {    "pandadoc": {      "url": "https://mcp.pandadoc.com/v1/mcp",      "transport": "http"    }  }}

Then run devin mcp login pandadoc, or select Authenticate in Customize → MCPs, and complete PandaDoc authorization in your browser.

[Image] Codex

  1. In Codex desktop, open Settings → Settings → MCP servers → + Add server.

  2. Enter PandaDoc, select Streamable HTTP, and use this URL:

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

  3. Select Save, then Authenticate beside the new server.

  4. Complete PandaDoc authorization in your browser and return to Codex.

[Image] VS Code

  1. Enable GitHub Copilot and open the command palette with ⌘⇧P on macOS or Ctrl+Shift+P on Windows/Linux.
  2. Select MCP: Add server… → HTTP.
  3. Enter https://mcp.pandadoc.com/v1/mcp and use PandaDoc as the server ID.
  4. Review the generated configuration. When prompted, select Allow, then Open to start authorization.
  5. Complete PandaDoc authorization in your browser and return to VS Code.

[Image] Cline

  1. Install or update the Cline CLI:

    sh
    npm install -g cline

  2. Start the connection wizard:

    sh
    cline mcp add pandadoc --transport streamable-http https://mcp.pandadoc.com/v1/mcp

  3. Review the prefilled details and complete the wizard.

  4. Complete PandaDoc authorization in your browser, then return to Cline and check that the server is connected.

Run cline mcp to manage the connection later.

[Image] OpenCode

  1. Run the setup wizard:

    sh
    opencode mcp add

  2. Use these values when prompted:

    SettingValue
    Server namepandadoc
    Server typeRemote
    Server URLhttps://mcp.pandadoc.com/v1/mcp
    Requires OAuthYes
    Pre-registered client IDNo

  3. Sign in to PandaDoc:

    sh
    opencode mcp auth pandadoc

  4. Complete authorization in your browser. Start opencode and run /mcp to confirm PandaDoc is connected.

[Image] Gemini (powered by Gemini CLI)

Install the PandaDoc extension from this repository:

sh
gemini extensions install https://github.com/PandaDoc/mcp-server-guide

Follow the installation prompts and complete PandaDoc authorization when requested.

[Image] Google Antigravity

Install the Google Antigravity plugin with the PandaDoc connector and document workflows:

sh
agy plugin install https://github.com/PandaDoc/mcp-server-guide

Open Customizations, select Authenticate beside PandaDoc, and authorize access. Paste the authorization code into the panel when prompted.

Use a slash command such as /pandadoc-nda-fast-send, or describe your task. Antigravity reads the connector configuration from mcp_config.json.

[Image] Kiro

  1. Open Powers → Add Custom Power → Import power from GitHub.
  2. Enter https://github.com/PandaDoc/mcp-server-guide and select Install.
  3. Ask Kiro to perform a PandaDoc task and complete authorization when prompted.

[Image] OpenClaw

Install the PandaDoc plugin, connect the hosted server, and sign in:

sh
openclaw plugins install clawhub:@pandadoc/pandadocopenclaw mcp set pandadoc '{"url":"https://mcp.pandadoc.com/v1/mcp","transport":"streamable-http","auth":"oauth"}'openclaw mcp login pandadocopenclaw mcp doctor pandadoc --probe

Complete PandaDoc authorization in your browser. Start a new agent session to use the included skills.

Document workflows

PandaDoc plugins include guided workflows called skills. They help your assistant check the details, work through a task, and ask for confirmation before sending a document. Availability depends on your client's support for plugin skills.

WorkflowWhat it helps you do
Signing progressSee who has signed, who is outstanding, and which documents have stalled.
Follow-up listPrioritize unsigned documents and draft follow-up messages.
Signing pipeline reportReview status counts, time to sign, and value in flight.
Contract registerGather signed agreements and their extracted key terms.
NDAPrepare an NDA from your template, check recipients, and send on confirmation.
Quotes and proposalsPopulate pricing, verify totals, and prepare a proposal for signature.
Internal approvalsRoute a document through its configured approval chain.
Onboarding agreementsFill in onboarding paperwork and assign fields to the right signer.
Invoice handoffCreate an invoice from a signed quote's pricing.

Support and Privacy

Sign-in connects your assistant to the PandaDoc workspace you select. Actions follow the access you grant and your existing PandaDoc permissions.

Requests go to PandaDoc. Returned document content becomes part of your assistant's conversation and may be processed by its configured model provider. Sending a document can notify its recipients.

PandaDoc document and operation limits apply when using the connector. See API rate limits for details.

ResourceWhere to go
Setup and connection helpGetting started
More things to tryPandaDoc prompt library
Product supportPandaDoc Help Center
PrivacyPandaDoc Privacy Notice

License

MIT

Source: README.md at commit ccf7541

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

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