PandaDoc MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with PandaDoc MCP or direct API to create documents, inspect documents, send for signature, and manage document status through natural language.

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Dcr Oauth

PandaDoc MCP is PandaDoc's hosted MCP server for creating and managing electronic documents. Use it for secure, centralized document workflows and programmatic control.

22 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
PandaDoc MCP
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TOOLS

Supported Tools

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

Documents archive

Archive a document by ID.

Documents audit trail get

Retrieve audit trail for a document.

Documents content get

Returns the textual content of a document in plaintext or markdown format.

Documents create

# Create document Create a new PandaDoc document.

Documents details get

Retrieve a document's full structure by document_id: name, status, dates, version, reference number, creator, template, recipients, fields, variables, tokens, tags, pricing/grand total, and linked objects.

Documents fields assign

Assign, reassign, or unassign document fields to recipients.

Documents list

Paginated document listing with structured filters: status, folder, tag, free-text search, sorting, and created/completed date ranges.

Documents metadata batch get

Returns metadata for a list of 1-40 documents in a single request — the batch variant of `documents_metadata_get`.

Documents metadata get

Returns the metadata fields populated for the document.

Documents search

Full-text search with status/date filters.

Documents send

Send a document to its recipients.

Documents status change

Manually change a document's status.

Documents status get

Retrieve the overall document status (e.

Documents summary get

Returns a summary for the specified document.

Documents update

Update a document.

Recipients add cc

Add a CC (non-signing) recipient to a document.

Recipients delete

Remove a recipient from a document.

Recipients edit

Update one recipient's details (email, name, phone, company, address, redirect) in place.

Recipients reassign

Replace a signer with another contact.

Templates create

Create a new template from a PDF URL.

Templates details get

Inspect a template's schema — roles, fields, variables, pricing tables, content placeholders, tags, metadata — usually to prepare a `documents_create` call (e.

Templates list

Discover, browse, or pick a template by name, tag, or folder (e.

SETUP GUIDE

Connect PandaDoc MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["pandadoc_mcp"],
  mcp: true,
});
Create a session scoped to PandaDoc MCP and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Create a sales proposal from template 'Standard Proposal' and send to john@example.com for signature",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a PandaDoc MCP request
SETUP GUIDE

Connect PandaDoc MCP API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["pandadoc_mcp"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to PandaDoc MCP
3

Run PandaDoc MCP tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Create a sales proposal from template 'Standard Proposal' and send to john@example.com for signature" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the PandaDoc MCP tool calls through the session, and print the final answer

Why Use Composio?

AI Native PandaDoc MCP Integration

  • Supports both PandaDoc MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your PandaDoc MCP data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke PandaDoc MCP access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access PandaDoc MCP
  • Scoped, least privilege access to PandaDoc MCP resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use PandaDoc MCP with any AI Agent Framework

Choose a Framework you want to connect PandaDoc MCP with

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, PandaDoc MCP requires you to configure your own Dcr Oauth credentials. Once set up, Composio handles secure credential storage and management for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your PandaDoc connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

When you connect a PandaDoc account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in PandaDoc as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside PandaDoc. If PandaDoc lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside PandaDoc at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each PandaDoc connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

Composio's free plan includes 100,000 tool calls per month with no credit card, which covers most personal PandaDoc use. Paid plans add higher limits and team features. Your PandaDoc plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple PandaDoc accounts).

With Composio, you connect PandaDoc once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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