PandaDoc MCP Server

PandaDoc for your AI assistant

AI drafts it. PandaDoc makes it real.

Check document status, see who's signed, and understand your agreements.

When you need a new one, create it from a template and send it for signature — right from your AI assistant.

Official PandaDoc MCP server and AI plugins · Hosted by PandaDoc · OAuth sign-in

[Connect your assistant](#installation--setup) · Explore workflows · Documentation

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Start with a question

Use the AI assistant you already work with to find answers and take action in your PandaDoc account.

Your assistant combines the available PandaDoc tools to carry out your request. PandaDoc handles document delivery, e-signatures, and status tracking.

Installation & Setup

Choose your assistant, follow its setup steps, then sign in to PandaDoc. For your first request, try: “Show me my five most recently updated documents.”

ChatGPT

Claude Desktop

Claude Code

Cursor

Codex

VS Code GitHub Copilot

Cline

OpenCode

Gemini CLI

Google Antigravity

Kiro

OpenClaw

Using another assistant or building your own agent?

Connect it to the hosted PandaDoc MCP server using Streamable HTTP and OAuth. PandaDoc hosts the server; you do not need to run one locally.

Use the endpoint for your account's region. See the MCP setup guide and supported clients.

Sign in with PandaDoc. During authorization, select your workspace and choose what your assistant can access. The manual setup examples below use the global server URL. For a European account, follow the regional setup instructions.

ChatGPT

Connect the PandaDoc app for ChatGPT to work with your documents directly in a conversation.

1. In ChatGPT, open Apps and search for PandaDoc.
2. Select Connect, sign in to PandaDoc, and approve the connection.
3. Select Start chat and ask about one of your documents.

For European accounts, connect through a custom MCP server as described in the PandaDoc ChatGPT setup guide. The app directory listing connects to the global region.

Claude Desktop

1. Open Customize → Connectors → + → Add custom connector.
2. Enter PandaDoc as the name and this server URL:

   https://mcp.pandadoc.com/v1/mcp

1. Select Add, then Connect.
2. Complete PandaDoc authorization in your browser, then choose Open Claude to return to the app.

PandaDoc should appear in your connected tools. Start a conversation and ask about a document.

Claude Code

The PandaDoc Claude plugin includes the connector, guided document workflows, and a session-start overview of the available skills. It works in the terminal, the Code tab in Claude Desktop, IDE extensions, and Claude Code on the web.

1. Add the PandaDoc plugin marketplace:

   /plugin marketplace add PandaDoc/mcp-server-guide

1. Install the plugin:

   /plugin install pandadoc@pandadoc

1. Run /mcp, select PandaDoc, and complete authorization. In the desktop app or IDE, select Connect on the plugin's PandaDoc connector.
2. Type / to browse the skills, or describe your task.

Use /plugin marketplace update to refresh the marketplace when updating the plugin.

Connect the MCP server without installing the plugin

Run this command in your terminal:

claude mcp add pandadoc --transport http https://mcp.pandadoc.com/v1/mcp

Start claude, run /mcp, and select PandaDoc to authorize. Return to /mcp after signing in to confirm the server is connected.

Cursor

1. Open the command palette with ⌘⇧P on macOS or Ctrl+Shift+P on Windows/Linux.
2. Select View: Open MCP Settings → Tools & MCPs → New MCP Server.
3. Add PandaDoc to the mcpServers object in the configuration file:

   {

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

1. Save the file, return to Tools & MCPs, and select Authenticate.
2. Complete PandaDoc authorization in your browser, then return to Cursor.

Already have another MCP server configured?

Keep your existing entries and add pandadoc alongside them, with a comma between entries:

{

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

Windsurf / Devin Desktop

The PandaDoc plugin adds the PandaDoc MCP server and the PandaDoc skills to Devin Desktop (formerly Windsurf), the Devin CLI, and Devin cloud sessions.

1. Sign in to the Devin CLI with devin auth login.
2. Install the plugin:

   devin plugins install PandaDoc/mcp-server-guide

1. Start a new session. When Devin first uses PandaDoc, it asks you to sign in.
2. Complete PandaDoc authorization in your browser. Type /pandadoc: to browse the skills, or describe your task.

If PandaDoc later shows Needs auth in Devin Desktop, open Customize → MCPs and select Authenticate.

Connect the MCP server without installing the plugin

Add PandaDoc to the mcpServers object in ~/.config/devin/config.json:

{

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

Then run devin mcp login pandadoc, or select Authenticate in Customize → MCPs, and complete PandaDoc authorization in your browser.

Codex

1. In Codex desktop, open Settings → Settings → MCP servers → + Add server.
2. Enter PandaDoc, select Streamable HTTP, and use this URL:

   https://mcp.pandadoc.com/v1/mcp

1. Select Save, then Authenticate beside the new server.
2. Complete PandaDoc authorization in your browser and return to Codex.

VS Code

1. Enable GitHub Copilot and open the command palette with ⌘⇧P on macOS or Ctrl+Shift+P on Windows/Linux.
2. Select MCP: Add server… → HTTP.
3. Enter https://mcp.pandadoc.com/v1/mcp and use PandaDoc as the server ID.
4. Review the generated configuration. When prompted, select Allow, then Open to start authorization.
5. Complete PandaDoc authorization in your browser and return to VS Code.

Cline

1. Install or update the Cline CLI:

   npm install -g cline

1. Start the connection wizard:

   cline mcp add pandadoc --transport streamable-http https://mcp.pandadoc.com/v1/mcp

1. Review the prefilled details and complete the wizard.
2. Complete PandaDoc authorization in your browser, then return to Cline and check that the server is connected.

Run cline mcp to manage the connection later.

OpenCode

1. Run the setup wizard:

   opencode mcp add

1. Use these values when prompted:

1. Sign in to PandaDoc:

   opencode mcp auth pandadoc

1. Complete authorization in your browser. Start opencode and run /mcp to confirm PandaDoc is connected.

Gemini (powered by Gemini CLI)

Install the PandaDoc extension from this repository:

gemini extensions install https://github.com/PandaDoc/mcp-server-guide

Follow the installation prompts and complete PandaDoc authorization when requested.

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