# How to integrate Pandadoc MCP with Hermes ```json { "title": "How to integrate Pandadoc MCP with Hermes", "toolkit": "Pandadoc", "toolkit_slug": "pandadoc", "framework": "Hermes", "framework_slug": "hermes-agent", "url": "https://composio.dev/toolkits/pandadoc/framework/hermes-agent", "markdown_url": "https://composio.dev/toolkits/pandadoc/framework/hermes-agent.md", "updated_at": "2026-05-06T08:22:42.559Z" } ``` ## Introduction Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Pandadoc account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either. ## 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) - [Codex](https://composio.dev/toolkits/pandadoc/framework/codex) - [OpenClaw](https://composio.dev/toolkits/pandadoc/framework/openclaw) - [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 ### What is Composio Connect? Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can: - Search and load tools from relevant toolkits on-demand, reducing context usage. - Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM. - Manage app authentication end-to-end with zero manual overhead. ## Connect Pandadoc to Hermes ### Integrating Pandadoc with Hermes ### Using Composio Connect CLI 1. Install the Composio CLI Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you. ```bash curl -fsSL https://composio.dev/install | bash ``` ## 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_CONTACT` | Create Contact | This tool creates a new contact in pandadoc. it allows you to add a new contact with their personal and professional information to your pandadoc account. the tool is completely independent and doesn't require any external resource ids or dependencies. | | `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, etc.). this tool converts existing documents into pandadoc documents for processing, signing, and tracking through the pandadoc system. | | `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_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 | A tool to list and search contacts in pandadoc. it retrieves a list of contacts with various options including filtering by email, search query, pagination, and shared status. all parameters are optional and it supports flexible queries to get contacts. | | `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. | ## 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, Hermes can perform all major Pandadoc actions on your behalf using natural language commands. ## Complete Code None listed. ## Conclusion ### Way Forward With Pandadoc connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to. From here, you can extend Hermes further: - Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you. - Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft. - Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt. If you run into trouble or want to share what you've built, join the [community](https://discord.com/invite/composio) or check out the [Docs](https://docs.composio.dev?utm_source=toolkits&utm_medium=framework_template&utm_campaign=hermes&utm_content=docs) for deeper configuration options. ## 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) - [Codex](https://composio.dev/toolkits/pandadoc/framework/codex) - [OpenClaw](https://composio.dev/toolkits/pandadoc/framework/openclaw) - [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 Hermes? Yes, you can. Hermes 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)