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PandaDoc

PandaDoc

Local
github.com/mindstoneProductivity13Updated today
Repository

About PandaDoc

PandaDoc MCP server connects document automation to MCP hosts for teams managing documents, templates, and e-signatures. It supports creating, sending, tracking, and downloading documents, with API-key authentication.

Key features

  1. 01Search documents and view status or details
  2. 02Create documents from templates or files
  3. 03Send documents and create signing links
  4. 04Manage templates, folders, and contacts
  5. 05Search reusable content library items

Use cases

  1. 01Generate and send documents for signature from templates
  2. 02Check document status or download a PDF
  3. 03Find templates, contacts, and reusable content

MCP support

It exposes PandaDoc document, template, folder, contact, and content-library tools to MCP clients, authenticated with PANDADOC_API_KEY.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "mindstone-mcp-server-pandadoc": {
      "command": "npx",
      "args": [
        "-y",
        "@mindstone/mcp-server-pandadoc"
      ],
      "env": {
        "PANDADOC_API_KEY": "<PANDADOC_API_KEY>",
        "MCP_WORKSPACE_PATH": "<MCP_WORKSPACE_PATH>"
      }
    }
  }
}
Run commandnpx -y @mindstone/mcp-server-pandadoc
Environment variables to set
PANDADOC_API_KEYSecretPandaDoc API key (from Developer Dashboard)
MCP_WORKSPACE_PATHWorkspace directory for document upload sources. Defaults to os.tmpdir() when unset.

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npm@mindstone/mcp-server-pandadoc0.3.0

Tools

15

Saved tool list · updated 2w ago

ParameterTypeRequiredDescription
api_keystringYesThe PandaDoc API key from Settings > API > Developer Dashboard

Details

From the project README

@mindstone/mcp-server-pandadoc

npm version License: FSL-1.1-MIT

PandaDoc document automation MCP server for Model Context Protocol hosts. Create, send, and manage documents, templates, and e-signatures through a standardised MCP interface.

Status

Requirements

  • Node.js 20+
  • npm

One-click install

Add to Cursor Add to VS Code Add to VS Code Insiders

After clicking the button, your host will prompt you to fill: PANDADOC_API_KEY.

Manual config for Claude Desktop / Claude Code / Goose / Continue.dev (PandaDoc) 
{
  "mcpServers": {
    "PandaDoc": {
      "command": "npx",
      "args": [
        "-y",
        "@mindstone/mcp-server-pandadoc"
      ],
      "env": {
        "PANDADOC_API_KEY": ""
      }
    }
  }
}

Quick Start

Install & build
cd <path-to-repo>/connectors/pandadoc
npm install
npm run build
npx (once published)
npx -y @mindstone/mcp-server-pandadoc
Local
node dist/index.js

Configuration

Environment variables
  • PANDADOC_API_KEY — PandaDoc API key (from Developer Dashboard)
  • MCP_HOST_BRIDGE_STATE — optional path to a host bridge state file used for credential management
  • MINDSTONE_REBEL_BRIDGE_STATE — backwards-compatible alias for MCP_HOST_BRIDGE_STATE

Host configuration examples

Claude Desktop / Cursor
{
  "mcpServers": {
    "PandaDoc": {
      "command": "npx",
      "args": ["-y", "@mindstone/mcp-server-pandadoc"],
      "env": {
        "PANDADOC_API_KEY": "your-api-key"
      }
    }
  }
}
Local development (no npm publish needed)
{
  "mcpServers": {
    "PandaDoc": {
      "command": "node",
      "args": ["<path-to-repo>/connectors/pandadoc/dist/index.js"],
      "env": {
        "PANDADOC_API_KEY": "your-api-key"
      }
    }
  }
}

Tools (15)

Configuration
  • configure_pandadoc_api_key — Configure the PandaDoc API key
Documents
  • list_documents — List and search PandaDoc documents with filtering
  • get_document_status — Check the current status of a document
  • get_document_details — Get full details for a document
  • create_document_from_template — Create a new document from a template (recipients, tokens, fields, pricing tables, metadata, tags)
  • upload_document — Upload a PDF, DOCX, or RTF file to create a document
  • create_document_from_url — Create a document from a publicly accessible HTTPS PDF URL (the connector DNS-resolves the host and follows redirects before handing PandaDoc the terminal URL, so the URL must be reachable from the machine running the connector)
  • send_document — Send a document to recipients for viewing/signing
  • create_document_session — Create a shareable view/sign link for a document recipient
  • download_document — Download a document as PDF
Templates
  • list_templates — List available PandaDoc templates
Folders & Contacts
  • list_document_folders — List document folders (discover folder UUIDs for create/filter inputs)
  • list_contacts — List workspace contacts (discover recipients)
Content Library
  • list_content_library_items — Search/list reusable content library blocks
  • get_content_library_item_details — Get a content library item's fields, tokens, pricing, and metadata

Licence

FSL-1.1-MIT — Functional Source License, Version 1.1, with MIT future licence. The software converts to MIT licence on 2030-04-08.

Comments

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New to MCP?

From what the protocol is to installing your first server, these answers cover most first questions.

An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.