Pandadoc MCP Server — Hosted Api Connectors Integration

mcp-pandadoc — PandaDoc MCP Server

Create, send, and track document signatures — proposals, contracts, and agreements — from any AI agent.

PandaDoc is a leading e-signature and document automation platform used by over 50,000 companies. This MCP server gives AI agents complete control over the PandaDoc document lifecycle: creating documents from templates, sending for signatures, tracking status, managing recipients, and configuring webhooks.

Live endpoint: https://mcp.aerostack.dev/s/aerostack/mcp-pandadoc

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What You Can Do

• Create proposals and contracts from templates with dynamic variable substitution
• Send documents for signing with personalized cover messages
• Track real-time status — draft, sent, viewed, completed, or declined
• Download signed PDFs as base64 for storage or forwarding
• Add recipients and update form fields programmatically on draft documents
• Set up webhooks to receive real-time notifications when documents change state

Available Tools

Tool	Description
list_documents	List documents with status, search, and pagination filters
get_document	Get full document details by ID
create_document	Create document from template with recipients and token substitution
send_document	Send document for signing with optional message and subject
download_document	Download signed document as base64 PDF
delete_document	Delete a draft document
list_templates	List templates with search and tag filters
get_template	Get template details and roles by UUID
create_from_pdf	Create a document from a PDF URL
list_template_folders	List template folders in the workspace
list_recipients	Get all recipients and their signing status
add_recipient	Add a recipient to a draft document
get_document_fields	Get all form fields in a document
update_field_values	Update field values in a draft document
get_document_status	Get just the current status of a document
get_document_activity	Get the activity/audit trail with timestamps
send_reminder	Send signing reminder to pending recipients
list_document_sections	List sections in a document
list_webhooks	List all configured webhooks
create_webhook	Create a webhook for document event notifications

Configuration

Variable	Required	Description	How to Get
PANDADOC_API_KEY	Yes	PandaDoc API key for authentication	PandaDoc → Settings → Integrations → API → Generate API Key

Use the Production API key for live documents. The Sandbox key is available for testing.

Important: PandaDoc uses Authorization: API-Key {key} — not Bearer. This is handled automatically.

Quick Start

Add to Aerostack Workspace

1. Go to aerostack.dev → Your Project → MCPs
2. Search for "PandaDoc" and click Add to Workspace
3. Add your PANDADOC_API_KEY under Project → Secrets

Once added, every AI agent in your workspace can manage the full document lifecycle automatically.

Example Prompts

"Create a service agreement for Acme Corp using the 'Service Agreement' template and send it to john@acme.com"
"Check the status of all documents sent this week that haven't been signed yet"
"Download the signed contract for deal doc_abc123 and save it"
"Send a reminder to all pending signers on document doc_xyz789"

Direct API Call

curl -X POST https://mcp.aerostack.dev/s/aerostack/mcp-pandadoc \
  -H 'Content-Type: application/json' \
  -H 'X-Mcp-Secret-PANDADOC-API-KEY: your-api-key' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"list_documents","arguments":{"status":"document.sent","count":20}}}'

Document Status Values

Status	Meaning
document.draft	Created but not yet sent
document.sent	Sent to recipients, awaiting signatures
document.completed	All recipients have signed
document.declined	A recipient declined to sign
document.expired	Passed expiration date

Token Substitution

When creating documents from templates, use tokens to substitute variables:

{
  "tokens": [
    { "name": "client.name", "value": "Acme Corp" },
    { "name": "contract.value", "value": "$50,000" },
    { "name": "start.date", "value": "April 1, 2026" }
  ]
}

Token names must match variables defined in your PandaDoc template.

Rate Limits

PandaDoc allows 60 API requests per minute by default. Enterprise plans have higher limits. For bulk document creation, add delays between requests or contact PandaDoc for rate limit increases.

License

MIT