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How to integrate Pandadoc MCP with Mastra AI

Connect Mastra AI to Pandadoc MCP. Create a new contract from pdf upload, add an attachment to a draft proposal, and more using natural language, with authentication handled for you.

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Pandadoc is a document automation platform for creating, sending, and e-signing proposals and contracts. It streamlines sales workflows and speeds up agreement processes.

111 Tools

Introduction

This guide walks you through connecting Pandadoc to Mastra AI using the Composio tool router. By the end, you'll have a working Pandadoc agent that can create documents from file uploads, manage templates, organize folders, update contacts, and search catalog items through natural language commands.

This guide will help you understand how to give your Mastra AI agent real control over a Pandadoc account through Composio's Pandadoc MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Pandadoc with

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TL;DR

Here's what you'll learn:
  • Set up your environment so Mastra, OpenAI, and Composio work together
  • Create a Tool Router session in Composio that exposes Pandadoc tools
  • Connect Mastra's MCP client to the Composio generated MCP URL
  • Fetch Pandadoc tool definitions and attach them as a toolset
  • Build a Mastra agent that can reason, call tools, and return structured results
  • Run an interactive CLI where you can chat with your Pandadoc agent

What is Mastra AI?

Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP.

Key features include:

  • MCP Client: Built-in support for Model Context Protocol servers
  • Toolsets: Organize tools into logical groups
  • Step Callbacks: Monitor and debug agent execution
  • OpenAI Integration: Works with OpenAI models via @ai-sdk/openai

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.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Node.js 18 or higher
  • A Composio account with an active API key
  • An OpenAI API key
  • Basic familiarity with TypeScript
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key.
  • You need credits or a connected billing setup to use the models.
  • Store the key somewhere safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Go to Settings and copy your API key.
  • This key lets your Mastra agent talk to Composio and reach Pandadoc through MCP.
3

Install dependencies

bash
npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv

Install the required packages.

What's happening:

  • @composio/core is the Composio SDK for creating MCP sessions
  • @mastra/core provides the Agent class
  • @mastra/mcp is Mastra's MCP client
  • @ai-sdk/openai is the model wrapper for OpenAI
  • dotenv loads environment variables from .env
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your requests to Composio
  • COMPOSIO_USER_ID tells Composio which user this session belongs to
  • OPENAI_API_KEY lets the Mastra agent call OpenAI models
5

Import libraries and validate environment

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({
  apiKey: composioAPIKey as string,
});
What's happening:
  • dotenv/config auto loads your .env so process.env.* is available
  • openai gives you a Mastra compatible model wrapper
  • Agent is the Mastra agent that will call tools and produce answers
  • MCPClient connects Mastra to your Composio MCP server
  • Composio is used to create a Tool Router session
6

Create a Tool Router session for Pandadoc

typescript
async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["pandadoc"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Pandadoc MCP URL:", composioMCPUrl);
What's happening:
  • create spins up a short-lived MCP HTTP endpoint for this user
  • The toolkits array contains "pandadoc" for Pandadoc access
  • session.mcp.url is the MCP URL that Mastra's MCPClient will connect to
7

Configure Mastra MCP client and fetch tools

typescript
const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      nasdaq: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

console.log("Fetching MCP tools from Composio...");
const composioTools = await mcpClient.getTools();
console.log("Number of tools:", Object.keys(composioTools).length);
What's happening:
  • MCPClient takes an id for this client and a list of MCP servers
  • The headers property includes the x-api-key for authentication
  • getTools fetches the tool definitions exposed by the Pandadoc toolkit
8

Create the Mastra agent

typescript
const agent = new Agent({
    name: "pandadoc-mastra-agent",
    instructions: "You are an AI agent with Pandadoc tools via Composio.",
    model: "openai/gpt-5",
  });
What's happening:
  • Agent is the core Mastra agent
  • name is just an identifier for logging and debugging
  • instructions guide the agent to use tools instead of only answering in natural language
  • model uses openai("gpt-5") to configure the underlying LLM
9

Set up interactive chat interface

typescript
let messages: AiMessageType[] = [];

console.log("Chat started! Type 'exit' or 'quit' to end.\n");

const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: "> ",
});

rl.prompt();

rl.on("line", async (userInput: string) => {
  const trimmedInput = userInput.trim();

  if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) {
    console.log("\nGoodbye!");
    rl.close();
    process.exit(0);
  }

  if (!trimmedInput) {
    rl.prompt();
    return;
  }

  messages.push({
    id: crypto.randomUUID(),
    role: "user",
    content: trimmedInput,
  });

  console.log("\nAgent is thinking...\n");

  try {
    const response = await agent.generate(messages, {
      toolsets: {
        pandadoc: composioTools,
      },
      maxSteps: 8,
    });

    const { text } = response;

    if (text && text.trim().length > 0) {
      console.log(`Agent: ${text}\n`);
        messages.push({
          id: crypto.randomUUID(),
          role: "assistant",
          content: text,
        });
      }
    } catch (error) {
      console.error("\nError:", error);
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    console.log("\nSession ended.");
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main().catch((err) => {
  console.error("Fatal error:", err);
  process.exit(1);
});
What's happening:
  • messages keeps the full conversation history in Mastra's expected format
  • agent.generate runs the agent with conversation history and Pandadoc toolsets
  • maxSteps limits how many tool calls the agent can take in a single run
  • onStepFinish is a hook that prints intermediate steps for debugging

Complete Code

Here's the complete code to get you started with Pandadoc and Mastra AI:

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({ apiKey: composioAPIKey as string });

async function main() {
  const session = await composio.create(composioUserID as string, {
    toolkits: ["pandadoc"],
  });

  const composioMCPUrl = session.mcp.url;

  const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      pandadoc: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "pandadoc-mastra-agent",
    instructions: "You are an AI agent with Pandadoc tools via Composio.",
    model: "openai/gpt-5",
  });

  let messages: AiMessageType[] = [];

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: "> ",
  });

  rl.prompt();

  rl.on("line", async (input: string) => {
    const trimmed = input.trim();
    if (["exit", "quit"].includes(trimmed.toLowerCase())) {
      rl.close();
      return;
    }

    messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed });

    const { text } = await agent.generate(messages, {
      toolsets: { pandadoc: composioTools },
      maxSteps: 8,
    });

    if (text) {
      console.log(`Agent: ${text}\n`);
      messages.push({ id: crypto.randomUUID(), role: "assistant", content: text });
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main();

Conclusion

You've built a Mastra AI agent that can interact with Pandadoc through Composio's Tool Router. You can extend this further by:
  • Adding other toolkits like Gmail, Slack, or GitHub
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows
TOOLS

Supported Tools

Every Pandadoc action and event your agent gets out of the box.

Add a document recipient

Add a document recipient.

Add a workspace member

Add a workspace member.

Append a content library item to a document

Append a content library item to a document.

Bulk-delete documents

Bulk-delete documents.

Change document ownership

Change document ownership.

Change document status

Change document status.

Change Document Status with Upload

Manually change a document's status with an optional file attachment.

Change a workspace member role

Change a workspace member role.

Create a content library item

Create a content library item.

Create Content Library Item from File Upload

Upload a file to create a PandaDoc content library item asynchronously.

Create Document Attachment

Creates and adds an attachment to a PandaDoc document.

Create a document editing session

Create a document editing session.

Create document fields

Create document fields.

Create Document from File Upload

Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).

Create a document section

Create a document section.

Create Document Section from File Upload

Add a section to an existing version 2 document from a PDF, DOCX, or RTF.

Create an embedded signing session

Create an embedded signing session.

Create Document Folder

Creates a new folder in PandaDoc to organize documents.

Create a linked object

Create a linked object.

Create a notarization request

Create a notarization request.

Create or Update Contact

Create a PandaDoc contact or attempt to update an existing contact by email.

Create a product catalog item

Create a product catalog item.

Create Template

This tool allows users to create a new template in PandaDoc from a PDF file or from scratch.

Create a template editing session

Create a template editing session.

Create a template folder

Create a template folder.

Create a user

Create a user.

Create PandaDoc Webhook

Creates a new webhook subscription in PandaDoc to receive notifications about specific events.

Create a workspace

Create a workspace.

Deactivate a workspace

Deactivate a workspace.

Delete Contact

This tool allows you to delete a contact from your PandaDoc account.

Delete a document

Delete a document.

Delete a document attachment

Delete a document attachment.

Delete a document recipient

Delete a document recipient.

Delete a document section

Delete a document section.

Delete a linked object

Delete a linked object.

Delete a notarization request

Delete a notarization request.

Delete a product catalog item

Delete a product catalog item.

Delete Template

This tool deletes a specific template from PandaDoc.

Delete a webhook subscription

Delete a webhook subscription.

Download a completed document

Download a completed document.

Download Document

Download a PandaDoc document as PDF, or a bundle as separate PDFs in a ZIP.

Download a document attachment

Download a document attachment.

Duplicate a template

Duplicate a template.

Get API log details

Get API log details.

Get attachment details

Get attachment details.

Get automatic reminder settings

Get automatic reminder settings.

Get automatic reminder status

Get automatic reminder status.

Get contact details

Get contact details.

Get content library item details

Get content library item details.

Get content library item status

Get content library item status.

Get the current member

Get the current member.

Get Document Details

Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.

Get the document eSign disclosure

Get the document eSign disclosure.

Get document section details

Get document section details.

Get document settings

Get document settings.

Get document status

Get document status.

Get member details

Get member details.

Get notarization request details

Get notarization request details.

Get a product catalog item

Get a product catalog item.

Get section upload status

Get section upload status.

Get Template Details

Retrieve details for a specific PandaDoc template by ID, including metadata, roles, fields, tokens and pricing information when available.

Get template settings

Get template settings.

Get template sharing settings

Get template sharing settings.

Get template status

Get template status.

Get a user by ID

Get a user by ID.

Get webhook event details

Get webhook event details.

Get webhook subscription details

Get webhook subscription details.

List API logs

List API logs.

List Contacts

List PandaDoc workspace contacts, optionally filtering by email address.

List content library items

List content library items.

List document attachments

List document attachments.

List document audit trail

List document audit trail.

List document fields

List document fields.

List Document Folders

List PandaDoc document folders, optionally specifying a parent folder and pagination.

List Documents

List and search PandaDoc documents with filters, pagination, and ordering.

List documents by linked object

List documents by linked object.

List document sections

List document sections.

List forms

List forms.

List linked objects

List linked objects.

List notaries

List notaries.

List notarization requests

List notarization requests.

List recent SMS opt-outs

List recent SMS opt-outs.

List template folders

List template folders.

List Templates

This tool retrieves a list of all templates available in the PandaDoc account.

List users

List users.

List webhook events

List webhook events.

List webhook subscriptions

List webhook subscriptions.

List workspace members

List workspace members.

List workspaces

List workspaces.

Move a document to draft

Move a document to draft.

Move Document to Folder

This tool allows users to move a document to a specific folder within their PandaDoc account.

Reassign a document signer

Reassign a document signer.

Remove a workspace member

Remove a workspace member.

Rename a document folder

Rename a document folder.

Rename a template folder

Rename a template folder.

Search Catalog Items

Search PandaDoc product catalog items with filters and ordering.

Search product catalog items

Search product catalog items.

Send a document

Send a document.

Send a manual reminder

Send a manual reminder.

Transfer ownership of all documents

Transfer ownership of all documents.

Update automatic reminder settings

Update automatic reminder settings.

Update a document

Update a document.

Update document field assignments

Update document field assignments.

Update a document quote

Update a document quote.

Update a document recipient

Update a document recipient.

Update document settings

Update document settings.

Update a product catalog item

Update a product catalog item.

Update a template

Update a template.

Update template settings

Update template settings.

Update template sharing settings

Update template sharing settings.

Update a webhook subscription

Update a webhook subscription.

FRAMEWORKS

How to build Pandadoc MCP Agent with another framework

Claude Code logo

Claude Code

Use Pandadoc MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Pandadoc MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Pandadoc MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Pandadoc MCP with Claude Agent SDK

Codex logo

Codex

Use Pandadoc MCP with Codex

OpenClaw logo

OpenClaw

Use Pandadoc MCP with OpenClaw

Hermes logo

Hermes

Use Pandadoc MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Pandadoc MCP with Atomic Agent

Google ADK logo

Google ADK

Use Pandadoc MCP with Google ADK

LangChain logo

LangChain

Use Pandadoc MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Pandadoc MCP with Vercel AI SDK

LlamaIndex logo

LlamaIndex

Use Pandadoc MCP with LlamaIndex

CrewAI logo

CrewAI

Use Pandadoc MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Pandadoc MCP with Pydantic AI

AutoGen logo

AutoGen

Use Pandadoc MCP with AutoGen

FAQ

Frequently asked questions

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.

Yes, you can. Mastra AI 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.

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.

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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