# How to integrate Pandadoc MCP with Codex ```json { "title": "How to integrate Pandadoc MCP with Codex", "toolkit": "Pandadoc", "toolkit_slug": "pandadoc", "framework": "Codex", "framework_slug": "codex", "url": "https://composio.dev/toolkits/pandadoc/framework/codex", "markdown_url": "https://composio.dev/toolkits/pandadoc/framework/codex.md", "updated_at": "2026-05-12T10:21:13.594Z" } ``` ## Introduction 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 the app, whichever you prefer. ## 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 Code](https://composio.dev/toolkits/pandadoc/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/pandadoc/framework/claude-cowork) - [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 ### 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 1000+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need. ## Connect Pandadoc to Codex ### How to install Pandadoc MCP in Codex ### Run the setup command Run this command in your terminal to add the Composio MCP server to Codex. ```bash codex mcp add composio --url https://connect.composio.dev/mcp ``` ## 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 provides comprehensive access to Pandadoc operations through Composio. Once connected, you can perform all major Pandadoc actions directly from Codex using natural language commands. ## Complete Code None listed. ## Conclusion ### Conclusion You've successfully integrated Pandadoc with Codex using Composio's 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 - Access to 20,000+ tools across 1000+ 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 ## 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 Code](https://composio.dev/toolkits/pandadoc/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/pandadoc/framework/claude-cowork) - [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. - [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. - [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. - [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. - [Docmosis](https://composio.dev/toolkits/docmosis) - Docmosis generates PDF and Word documents from user-defined templates. It's perfect for merging data fields to quickly produce reports, invoices, and business letters. - [Docnify](https://composio.dev/toolkits/docnify) - Docnify is a digital signing platform that streamlines the way you sign and manage documents. It brings together tools like Figma, Jira, Trello, and Google Docs for a unified document workspace. - [Docparser](https://composio.dev/toolkits/docparser) - Docparser is a cloud-based document parsing and automation platform. It streamlines data extraction from PDFs and documents for faster workflows. - [DocRaptor](https://composio.dev/toolkits/docraptor) - DocRaptor is a powerful API for converting HTML to PDF or XLSX documents. It enables fast, high-quality document generation from your applications. - [Docsautomator](https://composio.dev/toolkits/docsautomator) - Docsautomator is an automation platform for Google Docs. It lets you create, manage, and generate documents from templates quickly. - [Docsumo](https://composio.dev/toolkits/docsumo) - Docsumo is an AI-powered platform for automating document data extraction and analysis. It helps you turn PDFs, invoices, and forms into structured, actionable data with minimal manual effort. ## 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 Codex? Yes, you can. Codex 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)