# How to integrate Pandadoc MCP with Claude Code ```json { "title": "How to integrate Pandadoc MCP with Claude Code", "toolkit": "Pandadoc", "toolkit_slug": "pandadoc", "framework": "Claude Code", "framework_slug": "claude-code", "url": "https://composio.dev/toolkits/pandadoc/framework/claude-code", "markdown_url": "https://composio.dev/toolkits/pandadoc/framework/claude-code.md", "updated_at": "2026-05-12T10:21:13.594Z" } ``` ## Introduction Manage your Pandadoc directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns. You can do this in two different ways: - Via [Composio Connect](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_connect&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code) - Direct and easiest approach - Via [Composio SDK](https://docs.composio.dev/docs?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_sdk) - Programmatic approach with more control ## Also integrate Pandadoc with - [OpenAI Agents SDK](https://composio.dev/toolkits/pandadoc/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/pandadoc/framework/claude-agents-sdk) - [Claude Cowork](https://composio.dev/toolkits/pandadoc/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/pandadoc/framework/codex) - [OpenClaw](https://composio.dev/toolkits/pandadoc/framework/openclaw) - [Hermes](https://composio.dev/toolkits/pandadoc/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/pandadoc/framework/cli) - [Google ADK](https://composio.dev/toolkits/pandadoc/framework/google-adk) - [LangChain](https://composio.dev/toolkits/pandadoc/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/pandadoc/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/pandadoc/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/pandadoc/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/pandadoc/framework/crew-ai) ## TL;DR - Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles. - Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling. - Handling Large tool responses out of LLM context to minimize context rot. - Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need. ## Connect Pandadoc to Claude Code ### Connecting Pandadoc to Claude Code using Composio 1. Add the Composio MCP to Claude ```bash claude mcp add --scope user --transport http composio https://connect.composio.dev/mcp ``` ## What is Claude Code? Claude Code is Anthropic's command line developer tool that lets you use Claude directly inside your terminal. Instead of switching between your editor, browser, and chat, you can stay in your project folder and ask Claude to help you build, debug, refactor, and understand code right where you're working. Key features include: - Terminal-Native Experience: Work with Claude directly in your command line without switching contexts - MCP Support: Built-in support for Model Context Protocol servers to extend Claude's capabilities - Project Context: Claude understands your project structure and can read, write, and modify files - Interactive Development: Ask questions, debug code, and get help in real-time while coding - Multi-Platform: Works on macOS, Linux, WSL, and Windows ## 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. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `PANDADOC_CREATE_DOCUMENT_ATTACHMENT` | Create Document Attachment | Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file. | | `PANDADOC_CREATE_DOCUMENT_FROM_FILE` | Create Document from File Upload | Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting both will fail. Large files may time out during upload and conversion. | | `PANDADOC_CREATE_FOLDER` | Create Document Folder | Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure. | | `PANDADOC_CREATE_OR_UPDATE_CONTACT` | Create or Update Contact | This tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created. | | `PANDADOC_CREATE_TEMPLATE` | Create Template | This tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The template can be created either by uploading a PDF file or by providing a structured content object that defines the template layout and elements. | | `PANDADOC_CREATE_WEBHOOK` | Create PandaDoc Webhook | Creates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. The webhook will send HTTP notifications to your specified endpoint when the configured events occur. | | `PANDADOC_DELETE_CONTACT` | Delete Contact | This tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone. | | `PANDADOC_DELETE_TEMPLATE` | Delete Template | This tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered. This action is permanent and should be used with caution. | | `PANDADOC_GET_DOCUMENT_DETAILS` | Get Document Details | Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. Use this after discovering a document via list/search to inspect recipients/status/fields/metadata/content-block references for follow-up automation or reporting. | | `PANDADOC_GET_TEMPLATE_DETAILS` | Get Template Details | This tool retrieves detailed information about a specific template by its ID. The endpoint returns comprehensive template details including metadata, content details, and sharing settings. | | `PANDADOC_LIST_CONTACTS` | List Contacts | List all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information. Optionally filter by exact email address. Note: The API returns all contacts at once without pagination - filtering and pagination should be done client-side if needed. | | `PANDADOC_LIST_DOCUMENT_FOLDERS` | List Document Folders | This tool retrieves a list of all document folders in PandaDoc. It's a standalone action that doesn't require any external dependencies or resource IDs. The tool will return a list of folders containing documents, with each folder containing information about its ID, name, and parent folder relationship. | | `PANDADOC_LIST_TEMPLATES` | List Templates | This tool retrieves a list of all templates available in the PandaDoc account. It supports parameters to filter templates by name, shared status, deleted status, pagination, and tag filtering, and returns detailed template information. | | `PANDADOC_MOVE_DOCUMENT_TO_FOLDER` | Move Document to Folder | This tool allows users to move a document to a specific folder within their PandaDoc account. It performs a POST request to move the document to the specified folder. Both the document and the destination folder must exist. Only documents in draft status can be moved; attempting to move documents in sent, completed, or other non-draft states will fail. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Pandadoc MCP server is an implementation of the Model Context Protocol that connects Claude Code (and other AI assistants like Claude and Cursor) directly to your Pandadoc account. It provides structured and secure access so Claude can perform Pandadoc operations on your behalf. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. Prerequisites Before starting, make sure you have: - Claude Pro, Max, or API billing enabled Anthropic account - Composio API Key - A Pandadoc account - Basic knowledge of Python or TypeScript ### 1. Install Claude Code To install Claude Code, use one of the following methods based on your operating system: ```bash # macOS, Linux, WSL curl -fsSL https://claude.ai/install.sh | bash # Windows PowerShell irm https://claude.ai/install.ps1 | iex # Windows CMD curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd ``` ### 2. Set up Claude Code Open a terminal, go to your project folder, and start Claude Code: - Claude Code will open in your terminal - Follow the prompts to sign in with your Anthropic account - Complete the authentication flow - Once authenticated, you can start using Claude Code ```bash cd your-project-folder claude ``` ### 3. Set up environment variables Create a .env file in your project root with the following variables: - COMPOSIO_API_KEY authenticates with Composio (get it from [Composio dashboard](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=api_key&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code)) - USER_ID identifies the user for session management (use any unique identifier) ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here ``` ### 4. Install Composio library No description provided. ```python pip install composio-core python-dotenv ``` ```typescript npm install @composio/core dotenv ``` ### 5. Generate Composio MCP URL No description provided. ```python import os from composio import Composio from dotenv import load_dotenv load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") USER_ID = os.getenv("USER_ID") composio_client = Composio(api_key=COMPOSIO_API_KEY) composio_session = composio_client.create( user_id=USER_ID, toolkits=["pandadoc"], ) COMPOSIO_MCP_URL = composio_session.mcp.url print(f"MCP URL: {COMPOSIO_MCP_URL}") print(f"\nUse this command to add to Claude Code:") print(f'claude mcp add --transport http pandadoc-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['pandadoc'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http pandadoc-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`); ``` ### 6. Run the script and copy the MCP URL No description provided. ```python python generate_mcp_url.py ``` ```typescript node --loader ts-node/esm generate_mcp_url.ts # or if using tsx tsx generate_mcp_url.ts ``` ### 7. Add Pandadoc MCP to Claude Code In your terminal, add the MCP server using the command from the previous step. The command format is: - claude mcp add registers a new MCP server with Claude Code - --transport http specifies that this is an HTTP-based MCP server - The server name (pandadoc-composio) is how you'll reference it - The URL points to your Composio Tool Router session - --headers includes your Composio API key for authentication After running the command, close the current Claude Code session and start a new one for the changes to take effect. ```bash claude mcp add --transport http pandadoc-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY" # Then restart Claude Code exit claude ``` ### 8. Verify the installation Check that your Pandadoc MCP server is properly configured. - This command lists all MCP servers registered with Claude Code - You should see your pandadoc-composio entry in the list - This confirms that Claude Code can now access Pandadoc tools If everything is wired up, you should see your pandadoc-composio entry listed: ```bash claude mcp list ``` ### 9. Authenticate Pandadoc The first time you try to use Pandadoc tools, you'll be prompted to authenticate. - Claude Code will detect that you need to authenticate with Pandadoc - It will show you an authentication link - Open the link in your browser (or copy/paste it) - Complete the Pandadoc authorization flow - Return to the terminal and start using Pandadoc through Claude Code Once authenticated, you can ask Claude Code to perform Pandadoc operations in natural language. For example: - "Create a new contract from PDF upload" - "Add an attachment to a draft proposal" - "List details of my latest templates" ## Complete Code ```python import os from composio import Composio from dotenv import load_dotenv load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") USER_ID = os.getenv("USER_ID") composio_client = Composio(api_key=COMPOSIO_API_KEY) composio_session = composio_client.create( user_id=USER_ID, toolkits=["pandadoc"], ) COMPOSIO_MCP_URL = composio_session.mcp.url print(f"MCP URL: {COMPOSIO_MCP_URL}") print(f"\nUse this command to add to Claude Code:") print(f'claude mcp add --transport http pandadoc-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['pandadoc'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http pandadoc-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`); ``` ## Conclusion You've successfully integrated Pandadoc with Claude Code using Composio's MCP server. Now you can interact with Pandadoc directly from your terminal using natural language commands. Key features of this setup: - Terminal-native experience without switching contexts - Natural language commands for Pandadoc operations - Secure authentication through Composio's managed MCP - Tool Router for dynamic tool discovery and execution Next steps: - Try asking Claude Code to perform various Pandadoc operations - Add more toolkits to your Tool Router session for multi-app workflows - Integrate this setup into your development workflow for increased productivity You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities. ## How to build Pandadoc MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/pandadoc/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/pandadoc/framework/claude-agents-sdk) - [Claude Cowork](https://composio.dev/toolkits/pandadoc/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/pandadoc/framework/codex) - [OpenClaw](https://composio.dev/toolkits/pandadoc/framework/openclaw) - [Hermes](https://composio.dev/toolkits/pandadoc/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/pandadoc/framework/cli) - [Google ADK](https://composio.dev/toolkits/pandadoc/framework/google-adk) - [LangChain](https://composio.dev/toolkits/pandadoc/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/pandadoc/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/pandadoc/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/pandadoc/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/pandadoc/framework/crew-ai) ## Related Toolkits - [Google Drive](https://composio.dev/toolkits/googledrive) - Google Drive is a cloud storage platform for uploading, sharing, and collaborating on files. It's perfect for keeping your documents accessible and organized across devices. - [Google Docs](https://composio.dev/toolkits/googledocs) - Google Docs is a cloud-based word processor that enables document creation and real-time collaboration. Its seamless sharing and version history make team editing and content management a breeze. - [Google Super](https://composio.dev/toolkits/googlesuper) - Google Super is an all-in-one suite combining Gmail, Drive, Calendar, Sheets, Analytics, and more. It gives you a unified platform to manage your digital life, boosting productivity and organization. - [Affinda](https://composio.dev/toolkits/affinda) - Affinda is an AI-powered document processing platform that automates data extraction from resumes, invoices, and more. It streamlines document-heavy workflows by turning files into structured, actionable data. - [Agility cms](https://composio.dev/toolkits/agility_cms) - Agility CMS is a headless content management system for building and managing digital experiences across platforms. It lets teams update content quickly and deliver omnichannel experiences with ease. - [Algodocs](https://composio.dev/toolkits/algodocs) - Algodocs is an AI-powered platform that automates data extraction from business documents. It delivers fast, secure, and accurate processing without templates or manual training. - [Api2pdf](https://composio.dev/toolkits/api2pdf) - Api2Pdf is a REST API for generating PDFs from HTML, URLs, and documents using powerful engines like wkhtmltopdf and Headless Chrome. It streamlines document conversion and automation for developers and businesses. - [Aryn](https://composio.dev/toolkits/aryn) - Aryn is an AI-powered platform for parsing, extracting, and analyzing data from unstructured documents. Use it to automate document processing and unlock actionable insights from your files. - [Boldsign](https://composio.dev/toolkits/boldsign) - Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently. - [Boloforms](https://composio.dev/toolkits/boloforms) - BoloForms is an eSignature platform built for small businesses, offering unlimited signatures, templates, and forms. It simplifies digital document signing and team collaboration at a predictable, fixed price. - [Box](https://composio.dev/toolkits/box) - Box is a cloud content management and file sharing platform for businesses. It helps teams securely store, organize, and collaborate on files from anywhere. - [Carbone](https://composio.dev/toolkits/carbone) - Carbone is a blazing-fast report generator that turns JSON data into PDFs, Word docs, spreadsheets, and more using flexible templates. It lets you automate document creation at scale with minimal code. - [Castingwords](https://composio.dev/toolkits/castingwords) - CastingWords is a transcription service specializing in human-powered, accurate transcripts via a simple API. Get seamless audio-to-text conversion for interviews, meetings, podcasts, and more. - [Cloudconvert](https://composio.dev/toolkits/cloudconvert) - CloudConvert is a powerful file conversion service supporting over 200 file formats. It streamlines converting, compressing, and managing documents, media, and more, all in one place. - [Cloudlayer](https://composio.dev/toolkits/cloudlayer) - Cloudlayer is a document and asset generation service for creating PDFs and images via API or SDKs. It lets you automate high-quality doc creation, saving dev time and reducing manual work. - [Cloudpress](https://composio.dev/toolkits/cloudpress) - Cloudpress is a content export tool for Google Docs and Notion. It automates publishing to your favorite Content Management Systems. - [Contentful graphql](https://composio.dev/toolkits/contentful_graphql) - Contentful graphql is a content delivery API that lets you access Contentful data using GraphQL queries. It gives you efficient, flexible ways to fetch and manage structured content for any digital project. - [Conversion tools](https://composio.dev/toolkits/conversion_tools) - Conversion Tools is an online service for converting documents between formats such as PDF, Word, Excel, XML, and CSV. It lets you automate complex document workflows with just a few clicks. - [Convertapi](https://composio.dev/toolkits/convertapi) - ConvertAPI is a robust file conversion service for documents, images, and spreadsheets. It streamlines programmatic format changes and lets developers automate complex workflows with a single API. - [Craftmypdf](https://composio.dev/toolkits/craftmypdf) - CraftMyPDF is a web-based service for designing and generating PDFs with templates and live data. It streamlines document creation by automating personalized PDFs at scale. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Pandadoc MCP? 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. ### Can I use Tool Router MCP with Claude Code? Yes, you can. Claude Code 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. ### Can I manage the permissions and scopes for Pandadoc while using Tool Router? 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. ### How safe is my data with Composio Tool Router? 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. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)