MCP For Claude Marketplace
PandaDoc

PandaDoc MCP Connector for Claude

F

Automate document workflows—create from templates, send for signature, and track status directly from your AI agent.

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

Connect your PandaDoc account to any AI agent to automate your entire document lifecycle—from generation to e-signature—using natural language.

What you can do

  • Document Creation — Generate new documents from existing templates or public PDF URLs with custom tokens and fields.
  • Sending & Delivery — Send documents to recipients with custom email subjects and messages once they are ready.
  • Status Tracking — Monitor the real-time progress of documents (draft, sent, viewed, completed) and fetch full metadata.
  • Template Management — List and inspect available templates to ensure you are using the correct version for your contracts.
  • Organization — Create folders to keep your document workspace structured and manageable.

How it works

  1. Subscribe to this server
  2. Enter your PandaDoc API Key
  3. Start generating and sending contracts from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Teams — generate and send proposals or quotes instantly after a meeting without leaving the chat.
  • Legal & HR — track the status of NDAs or employment contracts and download signed versions automatically.
  • Operations — automate repetitive document workflows by connecting your AI agent to your template library.
e-signaturedocument-automationcontract-managementproposal-generationworkflow-automation

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

create_document_folder

Create a new folder for documents

create_document

Wait for document.draft status before sending. Create a new PandaDoc document from a template or URL

create_embedded_session

Create an embedded signing session for a document

create_template_folder

Create a new folder for templates

create_webhook_subscription

Create a webhook subscription for document events

download_document

Download the final signed PDF of a document

get_document_details

Get full document data including fields, tokens, and recipient info

get_document_status

Get current status and basic metadata of a document

get_template_details

Get details of a specific template

list_document_folders

List document folders

list_documents

List PandaDoc documents

list_template_folders

List template folders

list_templates

List PandaDoc templates

send_document

draft status. Send a PandaDoc document to recipients

See how to talk to your AI agent using PandaDoc.

List all my available PandaDoc templates.

I've retrieved your templates. You have 3 active templates: 'Sales Proposal' (ID: tp_123), 'NDA Standard' (ID: tp_456), and 'Service Agreement' (ID: tp_789). Which one would you like to use?

Create a document named 'Project Alpha Agreement' using template tp_123 for recipient john@example.com.

The document 'Project Alpha Agreement' has been created in draft mode (ID: doc_987). Once you're ready, I can send it to John for signature.

Download the final signed PDF for document doc_987.

I've processed the download request for the completed document. You can access the final signed PDF here: [Link].

Yes. Use the `create_document` tool and provide the `template_uuid`. You can also pass `recipients` and `tokens` to pre-fill the document automatically.

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