How to connect Pandadoc to Claude

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Pandadoc account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Connecting Pandadoc to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

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.