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How to integrate PandaDoc MCP with Hermes

Connect Hermes 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

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your PandaDoc account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate PandaDoc MCP with

ChatGPTClaude CoworkAtomic Agent

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating PandaDoc with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to PandaDoc

Ask your agent to connect to PandaDoc, or simply request any PandaDoc-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new PandaDoc connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to PandaDoc or request any PandaDoc-related task. It will prompt you to authenticate and authorize access.

5. Done!

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.

Way Forward

With PandaDoc connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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

Claude Cowork logo

Claude Cowork

Use PandaDoc MCP with Claude Cowork

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. Hermes 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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