How to connect Pandadoc to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Pandadoc account to Cowork via Composio Connect, enabling it to create a new contract from PDF upload, add an attachment to a draft proposal, list details of your latest templates, and more such actions on your behalf without compromising your account security.

Also integrate Pandadoc with

Connecting Pandadoc to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Pandadoc account

Back in Cowork, ask the agent to connect to Pandadoc or give it any Pandadoc-related task.

For example, ask Cowork to:

  • "Create a new contract from PDF upload"
  • "Add an attachment to a draft proposal"
  • "List details of your latest templates"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Pandadoc account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Pandadoc through MCP without you sharing account credentials directly with the agent.

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 & Triggers

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.

How to build Pandadoc MCP Agent with another framework

FAQ

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 Cowork?

Yes, you can. Claude Cowork 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.

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