Getting Started with MCP

This guide shows you how to connect the PandaDoc MCP server to your agentic AI tool so that agents can read, create, and update your PandaDoc documents and templates.

Before you start, make sure you have:

A PandaDoc account, and the region it belongs to (global or European).
One of the supported MCP clients installed.

To get started:

Choose your MCP server URL

The PandaDoc MCP server is available in two regions. Use the URL that matches the region your PandaDoc account is hosted in:

Region	MCP server URL
Global	`https://mcp.pandadoc.com/v1/mcp`
European (pandadoc.EU)	`https://mcp.pandadoc.eu/v1/mcp`

If you sign in at app.pandadoc.eu, your account is in the European region and you must use the mcp.pandadoc.eu URL. Authentication fails if the region of the server URL doesn't match the region of your account, and each server returns only the documents and templates stored in its own region.

The steps below use the global URL. If your account is in the European region, substitute https://mcp.pandadoc.eu/v1/mcp wherever the global URL appears.

❗️
There is no PandaDoc connector in the Claude connector directory for the European region. The listing you find by searching "PandaDoc" in Claude connects to the global server only, so an account on app.pandadoc.eu can't authenticate through it. In Claude Desktop, add PandaDoc as a custom connector with the https://mcp.pandadoc.eu/v1/mcp URL instead. See the Claude Desktop tab below for the steps.

Set up the PandaDoc MCP server

To set up the remote PandaDoc MCP server, follow the steps for your client. PandaDoc provides instructions for several common clients:

How you add PandaDoc in Claude Desktop depends on your region:

Global accounts (app.pandadoc.com): install the PandaDoc connector from the Claude connector directory.
European accounts (app.pandadoc.eu): the PandaDoc connector is not published in the Claude connector directory for the European region. The directory listing points to the global server, so it can't authenticate an EU account — add PandaDoc as a custom connector instead.

Global region: install from the connector directory

Open Claude Desktop, go to "Customize" -> "Connectors", and click Browse.
Type "PandaDoc" in the search input.
Click the PandaDoc box, then click Connect to begin the authentication process. An external page opens.
Click Allow access to consent and begin the authentication process with PandaDoc.
Click Authorize to authenticate and allow Claude to access your PandaDoc account.
When authentication finishes, an alert appears. Click Open Claude to return to Claude Desktop.
PandaDoc now appears under your connectors, and you're ready to start prompting in Claude.

European region: add a custom connector

Do not install the PandaDoc listing from the directory — it connects to the global server and your EU credentials are rejected.

Open Claude Desktop and go to "Customize" -> "Connectors".
Click Add custom connector.
Enter a name, for example "PandaDoc EU".
Enter the remote MCP server URL: https://mcp.pandadoc.eu/v1/mcp
Click Add.
Click Connect next to the new connector to begin the authentication process. An external page opens.
Click Allow access to consent and begin the authentication process with PandaDoc.
Click Authorize to authenticate and allow Claude to access your PandaDoc account.
When authentication finishes, an alert appears. Click Open Claude to return to Claude Desktop.
Your custom PandaDoc connector now appears under your connectors, and you're ready to start prompting in Claude.

To set up the PandaDoc MCP server in Cursor:

Open the command palette.

On macOS: CMD + Shift + P
On Windows/Linux: CTRL + Shift + P

In the list that appears, select "View: Open MCP Settings" and press Enter.
Select "Tools & MCPs".
Under "Installed MCP Servers", click the New MCP Server button.
An mcp.json file opens. Add the PandaDoc MCP server inside the "mcpServers" object. It should look like this:

{
  "mcpServers": {
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

For an account in the European region, use the mcp.pandadoc.eu URL instead:

{
  "mcpServers": {
    "pandadoc": {
      "url": "https://mcp.pandadoc.eu/v1/mcp"
    }
  }
}

Note: if you already had an MCP server configured, make sure the commas are in the right place, for example:

{
  "mcpServers": {
    "mcp-sample-server": {
      "url": "https://mcp.sample.server.com/mcp"
    },
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

Save the file and go back to the "Tools & MCPs" screen.
An Authenticate button appears. Click it to begin the authentication process. An external page opens.
Click Allow access to consent and begin the authentication process with PandaDoc.
Click Authorize to authenticate and allow Cursor to access your PandaDoc account.
When authentication finishes, return to Cursor, and you're ready to start prompting.

Instructions vary by client. For clients not listed here, check the supported MCP clients page or your client's own documentation on how to add a remote MCP server.

If the server doesn't connect or authentication fails, see MCP troubleshooting.

Start using the PandaDoc MCP server

To confirm the connection works, ask your client for something that requires your PandaDoc account, for example: "List my 5 most recently created PandaDoc documents." If the client returns your documents, the server is connected and authenticated.

Here are some example prompts to get you started:

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."

See the full Prompt Library for more categories and examples.