PandaDoc

io.github.mindstonePublished by GitHub account mindstonev0.3.0Updated Oct 24, 2026

PandaDoc document automation MCP server for Model Context Protocol hosts

The publisher's own server: PandaDoc MCP Server

VerifiedSTDIODesktop onlyProductivity & WorkflowBusiness & Commerce

Overview

AI-generated overview

Lets an assistant create, send, and manage PandaDoc documents, templates, and e-signatures through the PandaDoc API.

What you can do
Exposes 15 tools covering PandaDoc documents, templates, folders, contacts, and the content library. An assistant can list and search documents, check status, read details, create documents from templates or uploaded PDF, DOCX, and RTF files, create documents from a public HTTPS PDF URL, send documents for viewing or signing, create shareable view/sign links, and download documents as PDF. It can also list templates, folders, contacts, and reusable content library blocks.
When to use it
Useful when an assistant needs to work with PandaDoc document workflows: preparing agreements from templates, sending them to recipients for signature, tracking document status, or looking up templates, folders, and contacts in a workspace.
Requirements
Runs locally over stdio via npx from the npm package @mindstone/mcp-server-pandadoc; needs Node.js 20+ and npm. Requires a PandaDoc API key supplied as the PANDADOC_API_KEY environment variable. Optional MCP_WORKSPACE_PATH sets the directory for document upload sources and defaults to the system temp directory. Network access to PandaDoc is required.
Before you install
The PandaDoc API key (PANDADOC_API_KEY) is a credential granting access to the workspace and must be kept secret. Several tools write or send data: creating documents, sending documents to recipients, and creating shareable view/sign links. Creating a document from a URL makes the connector resolve the host and follow redirects, so the URL must be reachable from the machine running the connector. Uploaded files are read from the configured workspace path.

Installation

In SourceWeft

  1. Open PandaDoc in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

@mindstone/mcp-server-pandadoc

[npm version] [License: FSL-1.1-MIT]

PandaDoc document automation MCP server for Model Context Protocol hosts. Create, send, and manage documents, templates, and e-signatures through a standardised MCP interface.

Status

Requirements

  • Node.js 20+
  • npm

One-click install

[Add to Cursor] [Add to VS Code] [Add to VS Code Insiders]

After clicking the button, your host will prompt you to fill: PANDADOC_API_KEY.

Manual config for Claude Desktop / Claude Code / Goose / Continue.dev (PandaDoc)
json
{  "mcpServers": {    "PandaDoc": {      "command": "npx",      "args": [        "-y",        "@mindstone/mcp-server-pandadoc"      ],      "env": {        "PANDADOC_API_KEY": ""      }    }  }}

Quick Start

Install & build

bash
cd <path-to-repo>/connectors/pandadocnpm installnpm run build

npx (once published)

bash
npx -y @mindstone/mcp-server-pandadoc

Local

bash
node dist/index.js

Configuration

Environment variables

  • PANDADOC_API_KEY — PandaDoc API key (from Developer Dashboard)
  • MCP_HOST_BRIDGE_STATE — optional path to a host bridge state file used for credential management
  • MINDSTONE_REBEL_BRIDGE_STATE — backwards-compatible alias for MCP_HOST_BRIDGE_STATE

Host configuration examples

Claude Desktop / Cursor

json
{  "mcpServers": {    "PandaDoc": {      "command": "npx",      "args": ["-y", "@mindstone/mcp-server-pandadoc"],      "env": {        "PANDADOC_API_KEY": "your-api-key"      }    }  }}

Local development (no npm publish needed)

json
{  "mcpServers": {    "PandaDoc": {      "command": "node",      "args": ["<path-to-repo>/connectors/pandadoc/dist/index.js"],      "env": {        "PANDADOC_API_KEY": "your-api-key"      }    }  }}

Tools (15)

Configuration

  • configure_pandadoc_api_key — Configure the PandaDoc API key

Documents

  • list_documents — List and search PandaDoc documents with filtering
  • get_document_status — Check the current status of a document
  • get_document_details — Get full details for a document
  • create_document_from_template — Create a new document from a template (recipients, tokens, fields, pricing tables, metadata, tags)
  • upload_document — Upload a PDF, DOCX, or RTF file to create a document
  • create_document_from_url — Create a document from a publicly accessible HTTPS PDF URL (the connector DNS-resolves the host and follows redirects before handing PandaDoc the terminal URL, so the URL must be reachable from the machine running the connector)
  • send_document — Send a document to recipients for viewing/signing
  • create_document_session — Create a shareable view/sign link for a document recipient
  • download_document — Download a document as PDF

Templates

  • list_templates — List available PandaDoc templates

Folders & Contacts

  • list_document_folders — List document folders (discover folder UUIDs for create/filter inputs)
  • list_contacts — List workspace contacts (discover recipients)

Content Library

  • list_content_library_items — Search/list reusable content library blocks
  • get_content_library_item_details — Get a content library item's fields, tokens, pricing, and metadata

Licence

FSL-1.1-MIT — Functional Source License, Version 1.1, with MIT future licence. The software converts to MIT licence on 2030-04-08.

Source: connectors/pandadoc/README.md at commit 22c4611

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.3.0LatestSep 16, 2026

Score

40% 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 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • 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

    Declare a license in the repository or the registry entry.

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Unofficial local MCP server and CLI that let an assistant query PandaDoc documents, quotes and recipients, including offline rollups from a local SQLite mirror.

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