How to Use the PandaDoc MCP Server
Leverage natural language to automate your document workflows. Tell PandaDoc what to do, and let MCP handle creating, sending, tracking, and signing without writing integration code.
What is PandaDoc MCP
PandaDoc MCP lets you connect your AI tools to work with PandaDoc. You can ask it to search the docs, show code examples, or, if you connect an API key, actually create, send, and track documents in your account.
There are two levels of access:
- Explore: Ask questions, see examples, and understand how to implement without touching live data.
- Execute: Turn prompts into live actions in your account (for example, create, send, and track real documents) once you connect a key.
What you can do with PandaDoc MCP
See the full Prompt Library for more categories and examples.
| Use Case | Example Instruction |
|---|---|
| Create documents | "Create a new contract from the Master Services Agreement template for Acme Corp with a $50,000 contract value." |
| Track status | "Find all documents currently waiting for signatures, showing recipient names and how long they've been pending." |
| Send reminders | "Send reminder emails to all recipients who haven't signed in the last 7 days." |
| Search & filter | "Show me all contracts worth more than $100,000 that were signed last quarter." |
| Analytics | "Create a report showing document completion rates by month and average signing time." |
Quickstart guide
You can try MCP right away. There are two ways to get started:
- Without an API key: You'll see documentation and code examples to help you understand how the API works.
- Set up the PandaDoc MCP server (see Getting started)
- Open your AI tool (Cursor, Windsurf, or Claude Desktop)
- Try: "Explain how I can automate sending an NDA when a new employee joins."
- With an API key: MCP creates and sends real documents from your PandaDoc account, so you can automate actual business workflows.
- Generate a PandaDoc API key from your account.
- Paste that key into your MCP client settings (Cursor, Windsurf, or Claude Desktop)
- Run a prompt to test live actions. Try: "Show all documents currently waiting for signature, with recipient emails and how long they've been pending."
What You Can Do Next
Once connected to the PandaDoc MCP server, your AI assistant can help you with:
- Direct API access to PandaDoc functionality
- Documentation search capabilities
- Real-time data from your PandaDoc account
- Code generation assistance for PandaDoc integrations
Related
- PandaDoc API Reference - Complete API documentation
Updated 1 day ago