How to Use the PandaDoc MCP Server

Problem

You want to leverage AI-powered assistance for PandaDoc integrations directly within your development environment. You need to connect your AI development tools (Cursor, Windsurf, Claude Desktop) to PandaDoc's hosted Model Context Protocol (MCP) server to get direct API access to PandaDoc functionality, help with PandaDoc API usage, documentation search, and code generation.

Prerequisites

• One of the supported AI development tools installed:
  • Cursor IDE
  • Windsurf IDE
  • Claude Desktop application
• Basic familiarity with JSON configuration files (for direct file editing method)

Solution

Step 1: Configure PandaDoc MCP Server

Configure your AI development tool to connect to PandaDoc's MCP server. You can use either the UI-based approach (recommended) or direct file editing:

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

{
  "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

mcp_config.json

{
  "mcpServers": {
    "pandadoc": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://developers.pandadoc.com/mcp",
        "--header",
        "Authorization: API-Key ${AUTH_TOKEN}"
      ],
      "env": {
        "AUTH_TOKEN": "477ab..."
      }
    }
  }
}

Alternatively (not recommended) you can add?authorization=API-Key [YOUR_API_KEY] to the URL. Replace [YOUR_API_KEY] with your PandaDoc API key.

Step 3: Restart Your AI Development Tool (Optional)

Close and restart your AI development tool to load the new MCP server configuration.

Verification

Test your MCP server connection by:

1. Opening your AI editor (Cursor, Windsurf, etc.)
2. Starting a new chat with the AI assistant
3. Asking PandaDoc-specific questions such as:
   • "How do I [common use case]?"
   • "How do I create a document using PandaDoc API?"
   • "Show me an example of [API functionality]"
   • "Show me an example of sending a document for signature"
   • "What are the available document statuses in PandaDoc?"
   • "Create a [integration type] using PandaDoc"

If the setup is successful, the AI should provide responses using PandaDoc documentation and API information through the MCP server.

Troubleshooting

Configuration not loading:

• Verify the JSON syntax is correct (use a JSON validator)
• Ensure the file is saved in the correct location
• Check file permissions allow reading

AI assistant not accessing PandaDoc data:

• Confirm you restarted your AI development tool after configuration
• Verify the MCP server URL is correct: https://developers.pandadoc.com/mcp
• Check if your tool supports MCP and has it enabled

Authentication issues:

• Verify API key configuration if using authenticated endpoints
• Check that authentication headers are properly configured in your MCP client

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