Connect PandaDoc MCP to your AI agent
Create, inspect, send, and manage documents through PandaDoc's hosted MCP server.
We set up the connection using your own PandaDoc MCP account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in PandaDoc MCP
Each one is a real action the agent can take on its own, the same things a person clicking around PandaDoc MCP could do. Read-only by default; write actions are confirmed against your policy.
- Documents archive Archive a document by ID. Uses PandaDoc delete endpoint with forever=false for reversible deletion.
- 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. Pass a single `request` object and set its `source` to choose how the document is created: - `source: "template"` — from an existing template. Required: `template_uuid`.…
- 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. Use to inspec…
- Documents fields assign Assign, reassign, or unassign document fields to recipients. The document must be in draft status. Provide a list of field-to-recipient mappings. Set recipient_id to null to unassign a field. Use get document details to…
- Documents list Paginated document listing with structured filters: status, folder, tag, free-text search, sorting, and created/completed date ranges. Examples: 'list 50 Draft docs' · 'documents in folder <folder_uuid> tagged onboardin…
- Documents metadata batch get Returns metadata for a list of 1-40 documents in a single request — the batch variant of `documents_metadata_get`. Prefer this tool over calling `documents_metadata_get` in a loop. The response is `{count, results[]}`;…
- Documents metadata get Returns the metadata fields populated for the document. Each result combines the field definition (`id`, `key`, `field_type`, `settings`) with the extracted or manually-set value (`value`, `acceptance_status`). When ext…
- Documents search Full-text search with status/date filters. Examples: 'NDA in completed docs' · 'modified 2026-01-01–2026-03-31' · 'sent docs Q1 2026' For natural-language queries, prefer ``ai_search`` if available. If the user refers t…
- Documents send Send a document to its recipients. The document must be in Draft status. After sending, the status changes to Sent and recipients receive a notification. Use skip_unfilled_variables to send even when some variables are…
- Documents status change Manually change a document's status. Only these transitions are allowed: Completed, Paid, Expired, or Declined. Status changes are restricted based on the current document status. Other statuses (such as Sent, Viewed, A…
- Documents status get Retrieve the overall document status (e.g. Draft, Sent, Completed, Expired). Some statuses are set automatically by the system: Sent (when the document is sent), Viewed (when a recipient opens it), Approved/Rejected (vi…
- Documents summary get Returns a summary for the specified document. Supports three granularity levels: detailed, short, or headline. If not ready, returns `{retry_after: N}` where N is seconds to wait before retrying.
- Documents update Update a document. Document must be in Draft status. You can update text blocks, fields, and other document properties. After creating a new document, wait for it to reach Draft status before updating. To modify individ…
- Recipients add cc Add a CC (non-signing) recipient to a document. Requires an existing contact ID. Cannot add to Expired or Declined documents. Adding a contact that is already a CC recipient is silently ignored. This tool only adds CC r…
- Recipients delete Remove a recipient from a document. Signers can only be removed in Draft status. CC recipients can be removed in any status except Expired/Declined.
- Recipients edit Update one recipient's details (email, name, phone, company, address, redirect) in place. Signers can be edited in Draft, Waiting Approval, Approved, Rejected, Sent, or Viewed status. A signer's email cannot be changed…
- Recipients reassign Replace a signer with another contact. Transfers all assigned fields to the new signer. The original signer is removed. Cannot reassign already-signed recipients. To just fix a signer's email/name, use `recipients_edit`.
- Templates create Create a new template from a PDF URL. Provide a secure (HTTPS) publicly accessible URL to the PDF document.
- 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.g. 'what roles does the Sales Contract template expect?'). T…
- Templates list Discover, browse, or pick a template by name, tag, or folder (e.g. 'what templates do we have?', 'find the NDA template'). If the user refers to a template by name and an ID is needed for a downstream operation, use thi…
Setup
How we connect it
- 1
Connect your account
You log in with your own PandaDoc MCP account. We never see your password, and you can revoke access from PandaDoc MCP at any time.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
PandaDoc MCP questions, answered.
You sign in with your own PandaDoc MCP account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from PandaDoc MCP at any time.
The actions PandaDoc MCP's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put PandaDoc MCP to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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