How to integrate PandaDoc MCP with Atomic Agent

Connect Atomic Agent to PandaDoc MCP. Create a proposal from sales template, send document to john@example.com for signature, and more using natural language, with authentication handled for you.

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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

Introduction

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.

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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.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

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 so your agent can perform PandaDoc operations on your behalf.

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.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

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. Atomic Agent 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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