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PandaDoc MCPdocuments
22 available actions
What your AI agent can do in PandaDoc MCP
Create, inspect, send, and manage documents through PandaDoc's hosted MCP server. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 22 actions.
Common starting points
- Documents create# Create document Create a new PandaDoc document.
- Documents searchFull-text search with status/date filters.
Browse all 22 actions by capability
Open a capability to see every supported action and its description.
Other actionsSpecialist and administrative actions.View 22 actions
- Documents archiveArchive a document by ID.
- Documents audit trail getRetrieve audit trail for a document.
- Documents content getReturns the textual content of a document in plaintext or markdown format.
- Documents create# Create document Create a new PandaDoc document.
- Documents details getRetrieve a document's full structure by document_id: name, status, dates, version, reference number, creator, template, recipients, fields, variables, tokens, tags…
- Documents fields assignAssign, reassign, or unassign document fields to recipients.
- Documents listPaginated document listing with structured filters: status, folder, tag, free-text search, sorting, and created/completed date ranges.
- Documents metadata batch getReturns metadata for a list of 1-40 documents in a single request — the batch variant of .
- Documents metadata getReturns the metadata fields populated for the document.
- Documents searchFull-text search with status/date filters.
- Documents sendSend a document to its recipients.
- Documents status changeManually change a document's status.
- Documents status getRetrieve the overall document status (e.g.
- Documents summary getReturns a summary for the specified document.
- Documents updateUpdate a document.
- Recipients add ccAdd a CC (non-signing) recipient to a document.
- Recipients deleteRemove a recipient from a document.
- Recipients editUpdate one recipient's details (email, name, phone, company, address, redirect) in place.
- Recipients reassignReplace a signer with another contact.
- Templates createCreate a new template from a PDF URL.
- Templates details getInspect a template's schema — roles, fields, variables, pricing tables, content placeholders, tags, metadata — usually to prepare a call (e.g.
- Templates listDiscover, browse, or pick a template by name, tag, or folder (e.g.
Connection record
A connection you can control.
- Sign-in
- OAuth sign-in
- Setup
- Sign in with your own PandaDoc MCP account. Access is limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect PandaDoc MCP
How does the agent connect to PandaDoc MCP?
You sign in with your own PandaDoc MCP account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from PandaDoc MCP at any time.
What can the agent actually do in PandaDoc MCP?
The page above lists the 22 actions currently available through the PandaDoc MCP connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is PandaDoc MCP included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until PandaDoc MCP is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put PandaDoc MCP to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.