Getting Started with MCP

Prerequisites

One of the supported AI development tools installed:
- Cursor IDE
- Windsurf IDE
- Claude Desktop application
A PandaDoc API key if you want to take real actions in your account. Learn how to generate one.

Connect your AI tool to PandaDoc

Step 1: Configure PandaDoc MCP Server

Choose your AI tool below and point it to the PandaDoc MCP server. You can do this through the settings menu (easiest) or, if you prefer, by editing the config file.

Using Cursor Settings Interface:

Open Cursor Settings
Navigate to "Tools & Integrations"
Click "New MCP Server"
Add the following configuration:

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

Save and close the configuration file

Alternative: Direct File Editing

Edit ~/.cursor/mcp.json directly:

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

Step 2: Configure Authentication (Optional)

If your want to execute PandaDoc API requests directly from your AI assistant, you will need to pass in an api key. You can use mcp-remote to do this. Update your mcp config to look like this

{
  "mcpServers": {
    "pandadoc": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://developers.pandadoc.com/mcp",
        "--header",
        "Authorization: API-Key ${PANDADOC_API_KEY}"
      ],
      "env": {
        "PANDADOC_API_KEY": "YOUR_API_KEY"
      }
    }
  }
}
Replace [YOUR_API_KEY] with your actual PandaDoc API key. This key is required for authenticated actions such as creating, sending, or deleting documents. Alternatively (not recommended), you can add ?authorization=API-Key [YOUR_API_KEY] to the URL.