Pandadoc MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Pandadoc MCP or direct API to generate documents, send contracts for e-signature, automate approval workflows, and track document status through natural language.

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Pandadoc is a document automation platform for creating, sending, and e-signing proposals and contracts. It streamlines sales workflows and speeds up agreement processes.

111 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Pandadoc action and event your agent gets out of the box.

Add a document recipient

Add a document recipient.

Add a workspace member

Add a workspace member.

Append a content library item to a document

Append a content library item to a document.

Bulk-delete documents

Bulk-delete documents.

Change document ownership

Change document ownership.

Change document status

Change document status.

Change Document Status with Upload

Manually change a document's status with an optional file attachment.

Change a workspace member role

Change a workspace member role.

Create a content library item

Create a content library item.

Create Content Library Item from File Upload

Upload a file to create a PandaDoc content library item asynchronously.

Create Document Attachment

Creates and adds an attachment to a PandaDoc document.

Create a document editing session

Create a document editing session.

Create document fields

Create document fields.

Create Document from File Upload

Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).

Create a document section

Create a document section.

Create Document Section from File Upload

Add a section to an existing version 2 document from a PDF, DOCX, or RTF.

Create an embedded signing session

Create an embedded signing session.

Create Document Folder

Creates a new folder in PandaDoc to organize documents.

Create a linked object

Create a linked object.

Create a notarization request

Create a notarization request.

Create or Update Contact

Create a PandaDoc contact or attempt to update an existing contact by email.

Create a product catalog item

Create a product catalog item.

Create Template

This tool allows users to create a new template in PandaDoc from a PDF file or from scratch.

Create a template editing session

Create a template editing session.

Create a template folder

Create a template folder.

Create a user

Create a user.

Create PandaDoc Webhook

Creates a new webhook subscription in PandaDoc to receive notifications about specific events.

Create a workspace

Create a workspace.

Deactivate a workspace

Deactivate a workspace.

Delete Contact

This tool allows you to delete a contact from your PandaDoc account.

Delete a document

Delete a document.

Delete a document attachment

Delete a document attachment.

Delete a document recipient

Delete a document recipient.

Delete a document section

Delete a document section.

Delete a linked object

Delete a linked object.

Delete a notarization request

Delete a notarization request.

Delete a product catalog item

Delete a product catalog item.

Delete Template

This tool deletes a specific template from PandaDoc.

Delete a webhook subscription

Delete a webhook subscription.

Download a completed document

Download a completed document.

Download Document

Download a PandaDoc document as PDF, or a bundle as separate PDFs in a ZIP.

Download a document attachment

Download a document attachment.

Duplicate a template

Duplicate a template.

Get API log details

Get API log details.

Get attachment details

Get attachment details.

Get automatic reminder settings

Get automatic reminder settings.

Get automatic reminder status

Get automatic reminder status.

Get contact details

Get contact details.

Get content library item details

Get content library item details.

Get content library item status

Get content library item status.

Get the current member

Get the current member.

Get Document Details

Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.

Get the document eSign disclosure

Get the document eSign disclosure.

Get document section details

Get document section details.

Get document settings

Get document settings.

Get document status

Get document status.

Get member details

Get member details.

Get notarization request details

Get notarization request details.

Get a product catalog item

Get a product catalog item.

Get section upload status

Get section upload status.

Get Template Details

Retrieve details for a specific PandaDoc template by ID, including metadata, roles, fields, tokens and pricing information when available.

Get template settings

Get template settings.

Get template sharing settings

Get template sharing settings.

Get template status

Get template status.

Get a user by ID

Get a user by ID.

Get webhook event details

Get webhook event details.

Get webhook subscription details

Get webhook subscription details.

List API logs

List API logs.

List Contacts

List PandaDoc workspace contacts, optionally filtering by email address.

List content library items

List content library items.

List document attachments

List document attachments.

List document audit trail

List document audit trail.

List document fields

List document fields.

List Document Folders

List PandaDoc document folders, optionally specifying a parent folder and pagination.

List Documents

List and search PandaDoc documents with filters, pagination, and ordering.

List documents by linked object

List documents by linked object.

List document sections

List document sections.

List forms

List forms.

List linked objects

List linked objects.

List notaries

List notaries.

List notarization requests

List notarization requests.

List recent SMS opt-outs

List recent SMS opt-outs.

List template folders

List template folders.

List Templates

This tool retrieves a list of all templates available in the PandaDoc account.

List users

List users.

List webhook events

List webhook events.

List webhook subscriptions

List webhook subscriptions.

List workspace members

List workspace members.

List workspaces

List workspaces.

Move a document to draft

Move a document to draft.

Move Document to Folder

This tool allows users to move a document to a specific folder within their PandaDoc account.

Reassign a document signer

Reassign a document signer.

Remove a workspace member

Remove a workspace member.

Rename a document folder

Rename a document folder.

Rename a template folder

Rename a template folder.

Search Catalog Items

Search PandaDoc product catalog items with filters and ordering.

Search product catalog items

Search product catalog items.

Send a document

Send a document.

Send a manual reminder

Send a manual reminder.

Transfer ownership of all documents

Transfer ownership of all documents.

Update automatic reminder settings

Update automatic reminder settings.

Update a document

Update a document.

Update document field assignments

Update document field assignments.

Update a document quote

Update a document quote.

Update a document recipient

Update a document recipient.

Update document settings

Update document settings.

Update a product catalog item

Update a product catalog item.

Update a template

Update a template.

Update template settings

Update template settings.

Update template sharing settings

Update template sharing settings.

Update a webhook subscription

Update a webhook subscription.

SETUP GUIDE

Connect Pandadoc MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["pandadoc"],
  mcp: true,
});
Create a session scoped to Pandadoc and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Create a new contract from template for Acme Corp.",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Pandadoc request
SETUP GUIDE

Connect Pandadoc API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["pandadoc"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Pandadoc
3

Run Pandadoc tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Create a new contract from template for Acme Corp." }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Pandadoc tool calls through the session, and print the final answer

Why Use Composio?

AI Native Pandadoc Integration

  • Supports both Pandadoc MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Pandadoc data

Managed Auth

  • Built-in API key handling with secure storage
  • Central place to manage, scope, and revoke Pandadoc access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Pandadoc
  • Scoped, least privilege access to Pandadoc resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

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FAQ

Frequently asked questions

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