How to integrate Pandadoc MCP with Atomic Agent

Connect Atomic Agent to Pandadoc MCP. Create a new contract from pdf upload, add an attachment to a draft proposal, and more using natural language, with authentication handled for you.

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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

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Pandadoc.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Pandadoc account. See the Atomic Agent documentation for installation instructions.

Also integrate Pandadoc with

How Atomic Agent connects to Pandadoc

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Pandadoc to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Pandadoc. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Pandadoc account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Pandadoc MCP server, and what's possible with it?

The Pandadoc MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Pandadoc account. It provides structured and secure access to your documents, templates, contacts, and workflows, so your agent can perform actions like creating documents, managing templates, organizing folders, and handling contacts on your behalf.

  • Automated document creation and uploads: Have your agent generate new contracts, proposals, or agreements by uploading files or leveraging templates—ready for processing and e-signature in Pandadoc.
  • Template management and customization: Let your agent create, update, or delete templates, making it easy to standardize and scale your document workflows across teams.
  • Contact creation and maintenance: Seamlessly add, update, or delete contacts in your Pandadoc account, ensuring your address book stays organized and always up to date.
  • Folder and document organization: Ask your agent to create structured folders, move documents, or attach supplemental files to keep your workspace tidy and accessible.
  • Webhook setup for workflow automation: Empower your agent to create Pandadoc webhooks, so you can receive instant notifications about document status changes, completions, or updates—no manual checking required.

Use Pandadoc from Atomic Agent

With your account connected, ask Atomic Agent to work with Pandadoc in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FAQ

Frequently asked questions

With a standalone Pandadoc MCP server, the agents and LLMs can only access a fixed set of Pandadoc tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Pandadoc and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Pandadoc tools.

Yes, absolutely. You can configure which Pandadoc scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Pandadoc data and credentials are handled as safely as possible.

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