How to integrate Pandadoc MCP with Codex

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Pandadoc MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or app, whichever you prefer.

Composio removes the Authentication handling completely from you. We handle the entire integration lifecycle, and all you need to do is just copy the URL below, authenticate inside Codex, and start using it.

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

• CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
• Large tool responses: Handle them to minimise context rot.
• Dynamic just-in-time access to 20,000 tools across 870+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Pandadoc MCP in Codex

Codex CLI

Run the command in your terminal.

This will auto-redirect you to the Rube authentication page.

Once you're authenticated, you will be able to access the tools.

Verify the installation by running:

codex mcp list

If you otherwise prefer to use config.toml, add the following URL to it. You can get the bearer token from rube.app → Use Rube → MCP URL → Generate token

[projects."/home/user/composio"]
trust_level = "untrusted"

[mcp_servers.rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex in VS Code

If you have installed Codex in VS Code.

Then: ⚙️ → MCP Settings → + Add servers → Streamable HTTP:

Add the Rube MCP URL: https://rube.app/mcp and the bearer token.

To verify, click on the Open config.toml

Make sure it's there:

[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex App

Codex App follows the same approach as VS Code.

1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:

2. Restart and verify if it's there in .codex/config.toml

[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

3. Save, restart the extension, and start working.

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.

Conclusion

You've successfully integrated Pandadoc with Codex using Composio's Rube MCP server. Now you can interact with Pandadoc directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

• Seamless integration across CLI, VS Code, and standalone app
• Natural language commands for Pandadoc operations
• Managed authentication through Composio's Rube
• Access to 20,000+ tools across 870+ apps for cross-app workflows
• CodeAct workbench for complex tool chaining

Next steps:

• Try asking Codex to perform various Pandadoc operations
• Explore cross-app workflows by connecting more toolkits
• Build automation scripts that leverage Codex's AI capabilities