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How to connect PandaDoc MCP to Claude

Connect Claude Web, Desktop and Cowork 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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your PandaDoc account to Claude via Composio Connect, enabling it to create a proposal from Sales template, send document to john@example.com for signature, list all sent PandaDoc documents and status, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate PandaDoc MCP with

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Connecting PandaDoc to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your PandaDoc account

Back in Claude, ask it to connect to PandaDoc or give it any PandaDoc-related task.

For example, ask Claude to:

  • "Create a proposal from Sales template"
  • "Send document to john@example.com for signature"
  • "List all sent PandaDoc documents and status"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your PandaDoc account is ready to use.

What is the PandaDoc Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for PandaDoc?

The connector can show as connected, but Claude must use it in each PandaDoc conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to PandaDoc again.

2. Why does Claude show an MCP server error before PandaDoc connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for PandaDoc.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect PandaDoc.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the PandaDoc authorization link not work?

The Composio connector is one server. Your PandaDoc account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the PandaDoc connection.
  • Composio creates a fresh PandaDoc authorization link.
  • Open that link in your browser and finish the PandaDoc sign-in.

4. Why do PandaDoc actions fail after they worked before?

The PandaDoc connection can expire or lose permission.

  • Ask Claude to inspect the PandaDoc connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the PandaDoc account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in PandaDoc.
  • If the action still fails with a permission error, check that the connected account has that permission in PandaDoc itself.

5. How do I switch to a different PandaDoc account?

Claude can manage the PandaDoc connection for you.

  • Ask Claude to disconnect or delete the current PandaDoc account.
  • Ask Claude to connect PandaDoc again.
  • Open the new Composio authorization link for PandaDoc.
  • Sign in with the other PandaDoc account in the browser.
  • After the account connects, ask Claude to retry the PandaDoc task.

6. Why is my PandaDoc connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your PandaDoc connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If PandaDoc tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect PandaDoc.
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.

FRAMEWORKS

How to build PandaDoc MCP Agent with another framework

ChatGPT logo

ChatGPT

Use PandaDoc MCP with ChatGPT

Hermes logo

Hermes

Use PandaDoc MCP with Hermes

Atomic Agent logo

Atomic Agent

Use PandaDoc MCP with Atomic Agent

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. Claude Cowork 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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