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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Api Key

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

14 Tools

Try Pandadoc now

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.

Create Document Attachment

Creates and adds an attachment to a PandaDoc document.

Create Document from File Upload

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

Create Document Folder

Creates a new folder in PandaDoc to organize documents.

Create or Update Contact

This tool creates a new contact or updates an existing one in PandaDoc based on the email address.

Create Template

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

Create PandaDoc Webhook

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

Delete Contact

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

Delete Template

This tool deletes a specific template from PandaDoc.

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 Template Details

This tool retrieves detailed information about a specific template by its ID.

List Contacts

List all contacts in your PandaDoc workspace.

List Document Folders

This tool retrieves a list of all document folders in PandaDoc.

List Templates

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

Move Document to Folder

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

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 OAuth handling with automatic token refresh and rotation
  • 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.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Pandadoc requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Pandadoc connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Pandadoc account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Pandadoc actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Pandadoc at any time.

When you connect a Pandadoc account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Pandadoc as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Pandadoc. If Pandadoc lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Pandadoc at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Pandadoc connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Pandadoc rejects the old key. Create a new key in Pandadoc and reconnect the account from the Composio dashboard or by asking your agent to reconnect Pandadoc. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Pandadoc use. Paid plans add higher limits and team features. Your Pandadoc plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Pandadoc accounts).

With Composio, you connect Pandadoc once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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