PandaDoc MCP. Manage Contracts & Signatures via Chat.
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PandaDoc connects your AI agent directly to your document workflow. Use natural conversation to manage contracts, create proposals, and track e-signatures without leaving your chat client.
You get real-time status updates, can list all documents, generate new drafts from templates, and initiate signing sessions—all through simple commands.
What your AI agents can do
Create document
Creates a new PandaDoc document draft using a specified template UUID and list of recipients.
Create signing session
Starts an embedded session that allows multiple recipients to sign the same document in real time.
Delete document
Removes a specified PandaDoc document from your account.
List all existing PandaDoc documents, filtering by status or searching by name.
Create a brand new document draft using a specific template and list of recipients.
Initiate an e-signature session for a specified document ID, including custom notification messages.
Retrieve specific metadata about one document, like who viewed it or its current status.
List all available templates in your library and retrieve their structure details for field mapping.
View the list of contacts or browse document organization folders within PandaDoc.
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Supported MCP Clients
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PandaDoc MCP Server: 11 Tools for Document Ops
These tools let your AI agent manage the entire contract lifecycle—from template selection and drafting to sending, tracking status, and retrieving final signed PDFs.
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Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using PandaDoc on Vinkius019dd134create document
Creates a new PandaDoc document draft using a specified template UUID and list of recipients.
019dd134create signing session
Starts an embedded session that allows multiple recipients to sign the same document in real time.
019dd134delete document
Removes a specified PandaDoc document from your account.
019dd134get document details
Retrieves specific status and metadata for one existing document ID.
019dd134get download link
Generates a direct, final download link for a completed or signed document.
019dd134get template details
Pulls structural information and metadata for a specific template ID.
019dd134list contacts
Fetches a list of all contacts stored within your PandaDoc account.
019dd134list documents
Searches and lists all documents, supporting filters by status or general query text.
019dd134list folders
Shows the names and structure of document organization folders in your account.
019dd134list templates
Retrieves a list of every template UUID available for creating new documents.
019dd134send document
Sends an existing document to one or more recipients, triggering the signing process.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The Contract Status Check Shouldn't Require Three Tabs
Today, checking a contract’s status means opening PandaDoc, finding the file, clicking into its details page, scrolling down to the signature section, and maybe even checking an email notification. It takes multiple clicks and context switching just to answer: 'Did they sign it?'
With this MCP server, you simply ask your agent via natural language. The agent runs `get_document_details` in the background and reports the status directly back to you—'John signed on Monday; Lisa is pending.' You get the definitive answer without ever leaving your chat.
PandaDoc MCP Server: Automate Proposals with One Command
Before, creating a proposal meant logging in and manually selecting a template. Then you'd map fields for the client's company name, address, and contract value. If you wanted to send it out, another set of clicks was required.
Now, you tell your agent: 'Create a new document using the SaaS Agreement template and send it to Acme.' The agent handles the `list_templates` lookup, the field population via `create_document`, and the final distribution via `send_document`. It's that simple.
What you can do with this MCP connector
PandaDoc connects your AI agent right into your document workflow. You can manage contracts, build proposals, and track e-signatures just by talking to your chat client. You don't gotta leave the conversation window to run through your whole deal cycle; it's all here.
Your agent uses this server to talk directly to PandaDoc's engine. It lets you pull necessary data and handle signatures without clicking a single button in the web app. Here’s what you can do:
Checking Status and Finding Files. Need to know where a deal stands? You just run list_documents to search and get a list of every file, filtering by status or even searching for keywords in the names. If you want deeper info on one specific file, use get_document_details. That pulls all the metadata—like who viewed it or its current status—for that single document ID.
You can also see what folders your documents are sitting in with list_folders.
Building and Sending Documents. Ready to start a new deal? Use list_templates first; that shows you every template UUID you've got lying around. Once you pick one, you run get_template_details to pull the structure information, so your agent knows exactly which fields need mapping. To make a draft, you call create_document, passing in a specific template UUID and the list of people who are receiving it.
When that's ready, you use send_document to get the contract out there; that kicks off the signing process for one or multiple recipients.
Managing Signatures. Starting an e-signature session is simple: call create_signing_session. This sets up a live, embedded session where multiple people can sign the same document in real time. When everyone signs and it's finished, you use get_download_link to generate the direct link for the final, completed PDF. You don't wanna lose track of contacts? Run list_contacts; that fetches every contact stored in your PandaDoc account.
Cleaning Up. If you gotta scrap a document or it’s old news, you can use delete_document to remove that specific file ID from your account. It keeps everything clean and organized.
Basically, you tell your agent what you want—'Show me all proposals marked 'Sent'' or 'Draft a proposal using the Acme template for John Doe.' The server does it. You get real-time updates on status changes through natural conversation, skipping out on manual clicks entirely.
019dd135-0ff5-72aa-be04-c913cf0cbca5 
How PandaDoc MCP Works
- 1 Subscribe to this server and enter your PandaDoc API Key in the integration settings.
- 2 Your AI agent authenticates with PandaDoc, giving it access to read document lists and metadata.
- 3 You give a natural language command (e.g., 'Send the service agreement template to Jane Doe for signatures'). The agent executes the necessary tool calls.
The bottom line is that your AI acts as a dedicated coordinator, running complex API sequences based on simple conversation.
Who Is PandaDoc MCP For?
This server targets anyone whose job involves contracts or proposals. If you're tired of switching between PandaDoc and your chat client just to check if someone signed the NDA, this is for you. It’s built for people who need full document lifecycle control without getting bogged down in UI clicks.
Sending a proposal and then immediately checking its status or sending reminders to clients—all from the chat window.
Automating the issuance of onboarding documents for new hires and tracking which specific employee signed which form.
Auditing document folders, listing all contracts in a given status (e.g., 'draft'), or retrieving metadata to ensure compliance.
What Changes When You Connect
- Check a contract's exact status using
get_document_details. You instantly know if John signed it, or if the document is still in 'draft', without opening PandaDoc. - You don't have to manually search for templates. Use
list_templatesand then pass the necessary UUID directly intocreate_document, accelerating proposal setup. - Send a finalized document using
send_document. It triggers the entire signing process, notifying multiple recipients at once while updating the status in real-time. - Need to pull the final files? Use
get_download_linkafter signatures are complete. This gives you a direct path to the signed PDF without any intermediate steps. - Avoid context switching completely. Your AI client handles listing documents (
list_documents), creating drafts, and sending—all from your preferred chat interface.
Real-World Use Cases
The Sales Closing Cycle
A rep needs to send a contract and track it. They ask the agent: 'Send the Master Service Agreement template (UUID 123) to Acme Corp.' The agent executes send_document. Later, they ask: 'What's the status of that document?' The agent runs get_document_details and reports back whether both signees have completed their part.
Onboarding Documentation for HR
An HR manager has ten new hires starting. Instead of manually sending documents, they ask the agent to: 'Create a bundle of onboarding forms using the main template and send it to these 10 contacts.' The agent uses create_document with a recipient list, automating mass distribution.
Auditing Old Agreements
An operations team needs an audit. They ask: 'List all documents that were sent last month and have not been signed.' The agent uses list_documents with status filtering, providing a clean list of files needing follow-up.
Preparing for QBRs
A sales manager needs to summarize client engagement. They ask the agent to 'List all documents related to Client X.' The agent runs list_documents, giving the manager an immediate overview of every proposal and contract draft in one place.
The Tradeoffs
Sending a document without knowing its ID
A user attempts to send a file simply by saying, 'Send the new agreement.' The agent fails because it doesn't know which specific draft or template needs to be used.
→
Always start by listing what you need. Use list_documents first—this gives you the document ID. Then, pass that ID into send_document. This ensures the correct file is sent.
Assuming a template exists
The user tries to create a proposal by naming it generically, like 'new contract.' The agent cannot proceed because it needs a specific Template UUID.
→
First, run list_templates. Review the output to find the exact ID for your desired form. Then, pass that UUID into create_document.
Trying to edit an active signature session
The user tries to modify a document while it's actively being signed by clients. The system blocks the change.
→
If you need to make changes, first use get_document_details to confirm the status is 'draft.' Only after verifying the status can you safely run create_document.
When It Fits, When It Doesn't
Use this server if your primary pain point is document lifecycle visibility and manual workflow handoffs. The toolset excels at managing the transition from draft -> proposal -> signature -> final PDF, providing granular control over every step using commands like get_document_details or send_document. Don't use it if you only need basic file storage; for that, a simple cloud drive connection is enough. If your goal is complex legal analysis (e.g., comparing clauses across 20 different documents), you might need an advanced document parsing tool instead of one focused on workflow execution. This server is about process control and status tracking, not deep content mining.
Common Questions About PandaDoc MCP
How do I list all my contracts and their current statuses using list_documents? +
Run list_documents with filters. You can specify the status (e.g., 'draft' or 'sent') or use a general query to filter by client name, giving you an immediate overview of every file.
What is the difference between create_document and send_document? +
create_document just makes a draft copy in PandaDoc. It doesn't notify anyone or start any tracking. You must use send_document after creation to actually distribute it for signatures.
Can I get the final, signed PDF with get_download_link? +
Yes, but only after the document status is confirmed as completed or signed. Running get_download_link on a draft will fail; you need to wait for signatures first.
Do I need list_templates before creating a document? +
It's best practice. While the API might accept an ID, running list_templates lets your AI agent confirm the template UUID is active and valid for use in create_document.
What do I need to know about setting up my account after getting my PandaDoc API Key before using `create_document`? +
You must pass your API credentials during the initial handshake. The server uses this key to authenticate all calls, ensuring you have permission to create documents and manage templates.
If `get_document_details` returns a 'pending' status or errors out, what should I do? +
Wait a few minutes and try the call again. The details tool handles temporary sync issues by automatically retrying data retrieval until it captures the final document state.
How can I use `list_contacts` to verify recipient information before I run `send_document`? +
You get a comprehensive list of all available users in your PandaDoc account. This confirms email addresses and roles, preventing errors when you send documents via the chat interface.
Can I use `list_folders` to map out the document structure across my entire organization? +
Yes, this tool maps your whole organizational hierarchy. It lets you navigate and identify where specific contracts are stored without having to manually search through multiple locations.
Can my AI automatically find the details for a specific document by its ID? +
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.
How do I find my PandaDoc API Key? +
Log in to your PandaDoc account, navigate to Settings > Integrations > API, and click 'Generate API Key' to create your unique secret token.
Can I generate a signing link for my app? +
Absolutely. Use the create_session tool to generate an embedded signing session for a specific document. The agent will return a unique URL for your recipient to sign immediately.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.