Pandadoc Integration for AI Agents

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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Supported Tools

Tools
Create ContactThis tool creates a new contact in pandadoc.
Create Document AttachmentCreates and adds an attachment to a pandadoc document.
Create Document from File UploadCreates a new document in pandadoc by uploading a file (pdf, docx, etc.
Create Document FolderCreates a new folder in pandadoc to organize documents.
Create or Update ContactThis tool creates a new contact or updates an existing one in pandadoc based on the email address.
Create TemplateThis tool allows users to create a new template in pandadoc from a pdf file or from scratch.
Create PandaDoc WebhookCreates a new webhook subscription in pandadoc to receive notifications about specific events.
Delete ContactThis tool allows you to delete a contact from your pandadoc account.
Delete TemplateThis tool deletes a specific template from pandadoc.
Get Template DetailsThis tool retrieves detailed information about a specific template by its id.
List ContactsA tool to list and search contacts in pandadoc.
List Document FoldersThis tool retrieves a list of all document folders in pandadoc.
List TemplatesThis tool retrieves a list of all templates available in the pandadoc account.
Move Document to FolderThis tool allows users to move a document to a specific folder within their pandadoc account.

Connect Pandadoc MCP Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Pandadoc tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Create a new document from a PDF file and send it for signature')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Connect Pandadoc API Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio_openai
Install the Composio SDK

Initialize Composio and Create Tool Router Session

python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
Import and initialize Composio client, then create a Tool Router session

Execute Pandadoc Tools via Tool Router with Your Agent

python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Create a new contract from template for Acme Corp.'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
Get tools from Tool Router session and execute Pandadoc actions with your Agent

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

Use Pandadoc with any AI Agent Framework

Choose a Framework you want to connect Pandadoc with

Frequently Asked Questions

Do I need my own developer credentials to use Pandadoc with Composio?

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.

Can I use multiple toolkits together?

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

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

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

Used by agents from

Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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