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
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.”
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.
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.
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.
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:
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.
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.