PandaDoc MCP Server

Start with a question

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

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.”

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.

[圖片] 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.

[圖片] 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.

[圖片] 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.

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

[圖片] 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.

{  "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.

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

[圖片] 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.

[圖片] 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.

[圖片] 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.

[圖片] OpenCode

1. Run the setup wizard:

   sh

   opencode mcp add

2. Use these values when prompted:

   Setting	Value
   Server name	pandadoc
   Server type	Remote
   Server URL	https://mcp.pandadoc.com/v1/mcp
   Requires OAuth	Yes
   Pre-registered client ID	No

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.

[圖片] Gemini (powered by Gemini CLI)

Install the PandaDoc extension from this repository:

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

Follow the installation prompts and complete PandaDoc authorization when requested.

[圖片] Google Antigravity

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

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.

[圖片] 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.

[圖片] OpenClaw

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

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.

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.

License

MIT