Create, send, and track document signatures — proposals, contracts, and agreements with PandaDoc.
Use with AI AssistantsMCP
Connect Claude, Cursor, or any MCP-compatible client — then call tools directly
① Add This MCP Server
Paste into your AI client config — then all its tools are available instantly.
{
"mcpServers": {
"pandadoc": {
"url": "https://mcp.aerostack.dev/s/aerostack/mcp-pandadoc",
"headers": {
"Authorization": "Bearer YOUR_AEROSTACK_TOKEN"
}
}
}
}Replace YOUR_AEROSTACK_TOKEN with your API token from the dashboard.
② Call a Tool
Ask your AI assistant to call a specific tool, or send raw JSON-RPC:
Natural Language Prompt
“Use the _ping tool to verify pandadoc credentials by calling a lightweight read endpoint. used internally by aerostack to validate credentials”
Using a Workspace?
Add this MCP to your Workspace — your team shares one token, secrets are stored securely, and every AI agent in the workspace can call it without per-user setup.
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
| 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 |
| 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.
PANDADOC_API_KEY under Project → SecretsOnce added, every AI agent in your workspace can manage the full document lifecycle automatically.
"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"
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}}}'
| 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 |
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.
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.
MIT
Live Endpoint
https://mcp.aerostack.dev/s/aerostack/mcp-pandadoc
Sub-50ms globally · Zero cold start
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Yes. The Pandadoc MCP includes a create_document tool that lets Claude create documents in your Pandadoc account from a plain-English prompt. You can also update and delete documents — no Pandadoc UI needed.
Yes. The Pandadoc MCP includes tools to list and retrieve documents from your Pandadoc account. Claude can filter, sort, and summarize documents based on your instructions.
Yes. The Pandadoc MCP uses the open Model Context Protocol standard, so it works in Claude, Cursor, Windsurf, and any other MCP-compatible AI tool. All 20 Pandadoc tools are available everywhere you connect it — install once on Aerostack.
Yes. The Pandadoc MCP includes tools to update field values in your Pandadoc account. Tell Claude what to change in plain English — it reads the current state and applies the update via the Pandadoc API.