PandaDoc MCP server

Read from the package source without running it. The installed server may list more.

• configure_pandadoc_api_key

  Host-managed setup only. The user adds the PandaDoc API key in Settings → Connectors in the app. Do not ask for or accept the key in chat.

• create_document_from_templatewrite action

  Create a new PandaDoc document from an existing template. Templates can contain fields, tokens (variables), pricing tables, images, and content placeholders. Pre-fill field values, set recipients, and customize content when creating. WORKFLOW: 1. Call list_templates to find the template ID 2. Create the document with this tool (pre-fill fields/tokens as needed) 3. Poll get_document_status until st

• create_document_from_urlwrite action
• create_document_sessionwrite action

  Create a view/sign session link for a PandaDoc document recipient. Returns a shareable URL (https://app.pandadoc.com/s/{session_id}) the named recipient can open to view and sign the document — the standard way to hand a client a signing link directly instead of relying on PandaDoc's email. ⚠️ WARNING — anyone with the link can view and sign as that recipient until the session expires. Only create

• download_document

  Download a PandaDoc document as a PDF file. Returns the file path where the PDF has been saved. The document must be in a completed or sent status to download. RELATED TOOLS: - get_document_status: Check document status before downloading - list_documents: Find document IDs

• get_content_library_item_details

  Get full details for a PandaDoc content library item. Returns roles, fields with values, tokens, pricing tables, metadata, and tags — everything needed to understand what a reusable block contributes when assembled into a template or document. RELATED TOOLS: - list_content_library_items: Find content library item IDs

• get_document_details

  Get full details for a PandaDoc document. Returns comprehensive data: recipients, fields, tokens, pricing, metadata, tags, linked objects, and more. Use this to inspect a document's content and state before sending or after completion. RELATED TOOLS: - list_documents: Find document IDs - get_document_status: Quick status check (lighter weight than full details) - send_document: Send the document f

• get_document_status

  Check the current status of a PandaDoc document. Returns: id, name, status, dates. Lightweight alternative to get_document_details. Use this to poll after upload/creation until status changes to 'document.draft'. Status values: document.uploaded, document.draft, document.sent, document.completed, document.viewed, document.waiting_approval, document.approved, document.rejected, document.waiting_pay

• list_contacts

  List contacts in the PandaDoc workspace. Returns contact ids, names, emails, companies, and other stored details. Use this to discover existing recipients before creating or sending documents. Supports count/page paging; use the pagination hint in the response to page through large workspaces. RELATED TOOLS: - create_document_from_template: Reference discovered contacts as recipients - send_docume

• list_content_library_items

  List PandaDoc content library items (reusable content blocks). Content library items are pre-approved blocks (pricing sections, legal clauses, product descriptions) that teams assemble into templates and documents. Returns item IDs, names, and dates. NOTE: the API rejects empty filter values — omit filters you don't need rather than passing empty strings. RELATED TOOLS: - get_content_library_item_

• list_document_folders

  List PandaDoc document folders. Returns folder UUIDs and names. Use a folder's uuid as the folder_uuid input of create_document_from_template, upload_document, create_document_from_url, or the list_documents/list_templates filters. NOTE: the root folder is not listed by the API. Pass a folder's uuid as parent_uuid to list its subfolders; omit parent_uuid to list top-level folders. RELATED TOOLS: -

• list_documents

  List and search PandaDoc documents with filtering. Supports filtering by status, template, name/reference, tags, metadata, date ranges, and more. Returns compact summaries: id, name, status, dates. Status codes: 0=draft, 1=sent, 2=completed, 3=uploaded, 4=error, 5=viewed, 6=waiting_approval, 7=approved, 8=rejected, 9=waiting_pay, 10=paid, 11=voided, 12=declined RELATED TOOLS: - get_document_detail

• list_templates

  List available PandaDoc templates. Returns template IDs, names, and dates. Use template IDs with create_document_from_template. RELATED TOOLS: - create_document_from_template: Use a template ID to create a new document

• send_documentwrite action
• upload_documentwrite action

• Code scan35 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 1 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year9/10

Safety score

85/100

higher than 75% of 4,456 AI and agents servers

Tools

15

the typical AI and agents server has 7

Tools that change things

33%

typical: 3%. Fewer write tools means less an agent can break

GitHub stars

14

more than 86% of 2,733 AI and agents servers

Downloads a week

63

more than 41% of 1,712 AI and agents servers with a package

PandaDoc: common questions

Is PandaDoc MCP server safe?

Yes, by our scan: it is graded A (85/100). Read the PandaDoc safety report

How do I install PandaDoc?

It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.

Does PandaDoc need an API key?

Yes. The registry entry asks for PANDADOC_API_KEY.

Is PandaDoc maintained?

The last commit was 11 days ago (2026-11-04). The latest release is v0.3.0.

What can I use instead of PandaDoc?

Servers from other publishers that do the same job: haiku.rag MCP server and DCC-MCP Core MCP server.

How does PandaDoc compare with other AI and agents MCP servers?

safety score 85/100 (higher than 75% of 4,456 AI and agents servers); tools 15 (the typical AI and agents server has 7); tools that change things 33% (typical: 3%. Fewer write tools means less an agent can break). Full comparison.