PandaDoc MCP Server

Créez, envoyez, signez électroniquement et suivez les documents PandaDoc depuis n'importe quel client IA — recherchez des modèles, créez à partir de modèles, envoyez pour signature et vérifiez le statut via OAuth.

GitHub

Documentation

PandaDoc for your AI assistant

AI drafts it. PandaDoc makes it real.

Check document status, see who's signed, and understand your agreements.
When you need a new one, create it from a template and send it for signature — right from your AI assistant.

_{Official PandaDoc MCP server and AI plugins · Hosted by PandaDoc · OAuth sign-in}

Connect your assistant · Explore workflows · Documentation

Start with a question

Use the AI assistant you already work with to find answers and take action in your PandaDoc account.

What you need	Try asking
Check signing status	“What's the status of the Acme contract? Who still needs to sign?”
Understand an agreement	“Summarize this contract's payment terms and key obligations.”
Review your pipeline	“Which documents are still waiting for signatures this week?”
Plan for renewals	“Which signed agreements are coming up for renewal this quarter?”
Prepare a follow-up	“Find our outstanding proposals and draft a follow-up for each.”
Create and send	“Create an NDA for Acme from our standard template. Let me review it before sending.”

Your assistant combines the available PandaDoc tools to carry out your request. PandaDoc handles document delivery, e-signatures, and status tracking.

Installation & Setup

Choose your assistant, follow its setup steps, then sign in to PandaDoc. For your first request, try: “Show me my five most recently updated documents.”

ChatGPT	Claude Desktop	Claude Code
Cursor	Codex	VS Code _{GitHub Copilot}
Cline	OpenCode	Gemini CLI
Google Antigravity	Kiro	OpenClaw

Using another assistant or building your own agent?

Connect it to the hosted PandaDoc MCP server using Streamable HTTP and OAuth. PandaDoc hosts the server; you do not need to run one locally.

PandaDoc account	Server URL
Global (`app.pandadoc.com`)	`https://mcp.pandadoc.com/v1/mcp`
European (`app.pandadoc.eu`)	`https://mcp.pandadoc.eu/v1/mcp`

Use the endpoint for your account's region. See the MCP setup guide and supported clients.

Sign in with PandaDoc. During authorization, select your workspace and choose what your assistant can access. The manual setup examples below use the global server URL. For a European account, follow the regional setup instructions.

ChatGPT

Connect the PandaDoc app for ChatGPT to work with your documents directly in a conversation.

In ChatGPT, open Apps and search for PandaDoc.
Select Connect, sign in to PandaDoc, and approve the connection.
Select Start chat and ask about one of your documents.

For European accounts, connect through a custom MCP server as described in the PandaDoc ChatGPT setup guide. The app directory listing connects to the global region.

Claude Desktop

Open Customize → Connectors → + → Add custom connector.
Enter PandaDoc as the name and this server URL:
```
https://mcp.pandadoc.com/v1/mcp
```
Select Add, then Connect.
Complete PandaDoc authorization in your browser, then choose Open Claude to return to the app.

PandaDoc should appear in your connected tools. Start a conversation and ask about a document.

Claude Code

The PandaDoc Claude plugin includes the connector, guided document workflows, and a session-start overview of the available skills. It works in the terminal, the Code tab in Claude Desktop, IDE extensions, and Claude Code on the web.

Add the PandaDoc plugin marketplace:

/plugin marketplace add PandaDoc/mcp-server-guide

Install the plugin:
```
/plugin install pandadoc@pandadoc
```
Run /mcp, select PandaDoc, and complete authorization. In the desktop app or IDE, select Connect on the plugin's PandaDoc connector.
Type / to browse the skills, or describe your task.

Use /plugin marketplace update to refresh the marketplace when updating the plugin.

Connect the MCP server without installing the plugin

Run this command in your terminal:

claude mcp add pandadoc --transport http https://mcp.pandadoc.com/v1/mcp

Start claude, run /mcp, and select PandaDoc to authorize. Return to /mcp after signing in to confirm the server is connected.

Cursor

Open the command palette with ⌘⇧P on macOS or Ctrl+Shift+P on Windows/Linux.
Select View: Open MCP Settings → Tools & MCPs → New MCP Server.

Add PandaDoc to the mcpServers object in the configuration file:

{
  "mcpServers": {
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

Save the file, return to Tools & MCPs, and select Authenticate.
Complete PandaDoc authorization in your browser, then return to Cursor.

Already have another MCP server configured?

Keep your existing entries and add pandadoc alongside them, with a comma between entries:

{
  "mcpServers": {
    "existing-server": {
      "url": "https://mcp.example.com/mcp"
    },
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

Codex

In Codex desktop, open Settings → Settings → MCP servers → + Add server.
Enter PandaDoc, select Streamable HTTP, and use this URL:
```
https://mcp.pandadoc.com/v1/mcp
```
Select Save, then Authenticate beside the new server.
Complete PandaDoc authorization in your browser and return to Codex.

VS Code

Enable GitHub Copilot and open the command palette with ⌘⇧P on macOS or Ctrl+Shift+P on Windows/Linux.
Select MCP: Add server… → HTTP.
Enter https://mcp.pandadoc.com/v1/mcp and use PandaDoc as the server ID.
Review the generated configuration. When prompted, select Allow, then Open to start authorization.
Complete PandaDoc authorization in your browser and return to VS Code.

Cline

Install or update the Cline CLI:
```
npm install -g cline
```

Start the connection wizard:

cline mcp add pandadoc --transport streamable-http https://mcp.pandadoc.com/v1/mcp

Review the prefilled details and complete the wizard.
Complete PandaDoc authorization in your browser, then return to Cline and check that the server is connected.

Run cline mcp to manage the connection later.

OpenCode

Run the setup wizard:
```
opencode mcp add
```
Use these values when prompted:

Setting Value
Server name pandadoc
Server type Remote
Server URL https://mcp.pandadoc.com/v1/mcp
Requires OAuth Yes
Pre-registered client ID No
Sign in to PandaDoc:
```
opencode mcp auth pandadoc
```
Complete authorization in your browser. Start opencode and run /mcp to confirm PandaDoc is connected.

Setting	Value
Server name	`pandadoc`
Server type	Remote
Server URL	`https://mcp.pandadoc.com/v1/mcp`
Requires OAuth	Yes
Pre-registered client ID	No

Gemini (powered by Gemini CLI)

Install the PandaDoc extension from this repository:

gemini extensions install https://github.com/PandaDoc/mcp-server-guide

Follow the installation prompts and complete PandaDoc authorization when requested.

Google Antigravity

Install the Google Antigravity plugin with the PandaDoc connector and document workflows:

agy plugin install https://github.com/PandaDoc/mcp-server-guide

Open Customizations, select Authenticate beside PandaDoc, and authorize access. Paste the authorization code into the panel when prompted.

Use a slash command such as /pandadoc-nda-fast-send, or describe your task. Antigravity reads the connector configuration from mcp_config.json.

Kiro

Open Powers → Add Custom Power → Import power from GitHub.
Enter https://github.com/PandaDoc/mcp-server-guide and select Install.
Ask Kiro to perform a PandaDoc task and complete authorization when prompted.

OpenClaw

Install the PandaDoc plugin, connect the hosted server, and sign in:

openclaw plugins install clawhub:@pandadoc/pandadoc
openclaw mcp set pandadoc '{"url":"https://mcp.pandadoc.com/v1/mcp","transport":"streamable-http","auth":"oauth"}'
openclaw mcp login pandadoc
openclaw mcp doctor pandadoc --probe

Complete PandaDoc authorization in your browser. Start a new agent session to use the included skills.

Document workflows

PandaDoc plugins include guided workflows called skills. They help your assistant check the details, work through a task, and ask for confirmation before sending a document. Availability depends on your client's support for plugin skills.

Workflow	What it helps you do
Signing progress	See who has signed, who is outstanding, and which documents have stalled.
Follow-up list	Prioritize unsigned documents and draft follow-up messages.
Signing pipeline report	Review status counts, time to sign, and value in flight.
Contract register	Gather signed agreements and their extracted key terms.
NDA	Prepare an NDA from your template, check recipients, and send on confirmation.
Quotes and proposals	Populate pricing, verify totals, and prepare a proposal for signature.
Internal approvals	Route a document through its configured approval chain.
Onboarding agreements	Fill in onboarding paperwork and assign fields to the right signer.
Invoice handoff	Create an invoice from a signed quote's pricing.

Support and Privacy

Sign-in connects your assistant to the PandaDoc workspace you select. Actions follow the access you grant and your existing PandaDoc permissions.

Requests go to PandaDoc. Returned document content becomes part of your assistant's conversation and may be processed by its configured model provider. Sending a document can notify its recipients.

PandaDoc document and operation limits apply when using the connector. See API rate limits for details.

Resource	Where to go
Setup and connection help	Getting started
More things to try	PandaDoc prompt library
Product support	PandaDoc Help Center
Privacy	PandaDoc Privacy Notice

License

MIT