MCP For Claude Marketplace
PandaDoc

PandaDoc MCP Connector for Claude

A+

Close deals faster with proposals, contracts, and e-signatures in one platform that tracks document engagement in real time.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your PandaDoc account to any AI agent and take full control of your document orchestration and e-signature workflows through natural conversation. PandaDoc provides a premier platform for creating, sending, and tracking business documents, and this integration allows you to retrieve document metadata, monitor signature statuses, and generate new contracts directly from your chat interface.

What you can do

  • Document & Signature Orchestration — List all managed documents and retrieve detailed status metadata programmatically to ensure your sales closing is always synchronized.
  • Template Lifecycle Management — Access and monitor your centralized template library and retrieve detailed metadata for dynamic field mapping directly from the AI interface.
  • Contract & Proposal Control — Create new documents from existing templates and send them to multiple recipients with personalized messages via natural language.
  • Embedded Signing Intelligence — Generate embedded signing sessions for real-time customer signatures and retrieve direct download links for final PDFs using simple AI commands.
  • Operational Monitoring — Track system responses and manage document folders to ensure your administrative workflows are always optimized.

How it works

  1. Subscribe to this server
  2. Enter your PandaDoc API Key from your integration settings
  3. Start managing your document automation from Claude, Cursor, or any MCP-compatible client

No more manual status checking or template searching. Your AI acts as a dedicated document coordinator or sales operations assistant.

Who is this for?

  • Sales Teams — quickly retrieve contract statuses and send new proposals without switching apps.
  • HR Managers — automate the issuance of onboarding documents and track signing progress via natural conversation.
  • Operations Teams — streamline the retrieval of document metadata and monitor organizational health directly within the chat.
pandadoce-signaturedocument-automationcontracts-apiproposal-trackingtemplate-orchestrationworkflow-automationsales-closingmcp

11 tools expose this connector's capabilities to your AI agent.

create_document

Requires a JSON string containing "template_uuid" and "recipients" list. Use this to initiate the document creation process. Create a new PandaDoc document

create_signing_session

Create an embedded signing session

delete_document

Delete a PandaDoc document

get_download_link

Get the download link for a completed document

get_document_details

Essential for tracking the progress of an individual signature request. Get details for a specific document

get_template_details

Get details for a specific template

list_contacts

List all contacts in PandaDoc

list_documents

Supports searching by query (q) and filtering by status (e.g., document.draft, document.sent). Useful for monitoring the status of multiple agreements. List all PandaDoc documents

list_folders

Useful for navigating the account structure. List document organization folders

list_templates

Essential for obtaining the template IDs required for document creation. List all document templates

send_document

Can include an optional message to be sent in the notification email. Send a document for signing

See how to talk to your AI agent using PandaDoc.

List all my PandaDoc documents and their statuses.

I've retrieved your documents. You have 15 active files including 'Acme Contract' (Status: draft) and 'Renewal Proposal' (Status: sent). Would you like to check the recipient for any of them?

Send the contract document doc_3847 to the client for electronic signature.

Document doc_3847 "Service Agreement 2025" has been sent for signature. Recipients: John Martinez (CEO) at john@acmecorp.com and Lisa Park (Legal) at lisa@acmecorp.com. Both received email notifications with unique signing links. The document status has changed from Draft to Sent. Average completion time for similar documents is 2.3 days.

List all available document templates I can use to create new proposals.

You have 12 templates available. Top 5 by usage: "Standard SaaS Agreement" (used 34 times), "Consulting Proposal" (28 uses), "NDA Mutual" (22 uses), "Statement of Work" (18 uses), and "Sales Quote" (15 uses). 3 templates were updated in the last 30 days. All templates support dynamic field merging with recipient and company data.

Yes! Use the `get_document` tool with the Document ID. Your agent will respond with complete metadata, including signature status, expiration dates, and recipient info in seconds.

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