How to integrate PandaDoc MCP with Atomic Agent

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including PandaDoc.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a PandaDoc account. See the Atomic Agent documentation for installation instructions.

How Atomic Agent connects to PandaDoc

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect PandaDoc to Atomic Agent

1. Sign up or sign in to the Composio dashboard. Copy your API key.
2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
3. Ask Atomic Agent to do something in PandaDoc. It searches Composio for the right tool.
4. On first use, open the sign-in link returned in the chat. Connect your PandaDoc account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

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, recipients, and contract details, so your agent can create, inspect, update, send, and manage documents on your behalf.

• Document creation and sending: Have your agent create PandaDoc documents, update their content and details, and send them to recipients.
• Document search and review: Instruct your agent to find documents by text, status, tags, folders, or dates, then retrieve their content, structure, status, or summary.
• Recipient and field management: Let the agent add copied recipients, edit or replace signers, remove recipients, and assign document fields to the right people.
• Templates and business terms: Direct your agent to browse templates, inspect their roles and fields, create templates from PDF files, and read extracted contract terms such as value, dates, and renewal conditions.
• Follow-ups and document records: Have your agent send signature reminders, retrieve audit trails, change document status, or archive completed documents.

Use PandaDoc from Atomic Agent

With your account connected, ask Atomic Agent to work with PandaDoc in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.