PandaDoc MCP. Automate proposals, contracts, and signatures via chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
PandaDoc manages your entire document lifecycle through natural language commands. Use this server to create proposals from templates, send contracts for e-signatures, check signing progress in real time, and track every viewed or declined document—all without leaving your AI chat window.
What your AI agents can do
Pandadoc create contact
Creates a new person record in PandaDoc using their name, email, and company for document recipients.
Pandadoc create document
Generates a full draft document from an existing template, ready to be filled out with custom data and sent.
Pandadoc delete document
Permanently deletes a PandaDoc document. Be careful; this action is irreversible and removes the record entirely.
Adds a recipient's details (name, email, company) to PandaDoc so you can use them in future documents.
Creates an initial document draft using a specific template ID, pre-filling variables and assigning recipients.
Checks the current state of any document—whether it's drafted, sent, viewed, completed, or declined.
Moves a draft document to 'sent' status and automatically emails all recipients, triggering the signature process.
Gets deep data on a specific document ID, including pricing totals, custom fields, and the full audit trail.
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PandaDoc: 10 Tools for Document Workflow Management
Orchestrate the entire contract lifecycle—from initial contact setup to final signature tracking—using these specialized tools.
019d75eepandadoc create contact
Creates a new person record in PandaDoc using their name, email, and company for document recipients.
019d75eepandadoc create document
Generates a full draft document from an existing template, ready to be filled out with custom data and sent.
019d75eepandadoc delete document
Permanently deletes a PandaDoc document. Be careful; this action is irreversible and removes the record entirely.
019d75eepandadoc document status
Checks and returns the current status of a document, including if it was viewed or completed by recipients.
019d75eepandadoc get document
Pulls all comprehensive data for one specific document ID, covering pricing totals, fields, and the full history.
019d75eepandadoc list contacts
Returns a list of all contacts in your PandaDoc account, showing their name, email, and company details.
019d75eepandadoc list documents
Lists all documents with status (draft/sent/completed/viewed/paid) so you can see the entire document pipeline at a glance.
019d75eepandadoc list members
Returns a list of team members in your workspace, including their email and assigned role within PandaDoc.
019d75eepandadoc list templates
Retrieves all available document templates (e.g., contracts, quotes) used as blueprints for new documents.
019d75eepandadoc send document
Changes a draft document status to 'sent' and automatically emails the recipients, starting the signature process.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with PandaDoc, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
This server hooks your AI client right into PandaDoc so you can manage every bit of paper—and digital contract—you deal with. You don't gotta leave this chat window to run complex document workflows; your agent handles it all.
Managing Recipients and Blueprints
When you need a new person in the system, use pandadoc_create_contact to build a recipient record. Just feed it their name, email address, and company, and PandaDoc stores that data for future documents using pandadoc_list_contacts to pull a full list of everyone already saved.
If you're starting from scratch, first check out the templates with pandadoc_list_templates.
This tool gives you every blueprint available—whether it’s an NDA, a quote, or a complex contract. Once you pick a template ID, run pandadoc_create_document to generate a full draft. You can pre-fill all the variables and assign recipients right in that initial step.
Sending, Tracking, and Getting Details
Ready to move it out? Use pandadoc_send_document. This tool isn't just flipping a switch; it changes the document status from 'draft' straight to 'sent,' and automatically fires off the email to all assigned folks, kicking off the e-signature clock. To keep tabs on who’s doing what, run pandadoc_list_documents to see a list of every contract in your pipeline, showing its current state—whether it’s marked as draft, sent, viewed, paid, or completed.
If you need deeper info on one specific file, use pandadoc_get_document.
This pulls everything: the pricing totals, all the custom fields used, and the full audit trail of who saw what and when. For a quick status check, pandadoc_document_status tells you exactly where that document stands—if it's viewed, if it’s completed by everyone, or if someone declined it.
Team Management and Cleanup
Want to know who else is on the team? Call pandadoc_list_members; it gives you a rundown of every workspace member, including their email and assigned role. You also can run pandadoc_delete_document to permanently scrub a document record from PandaDoc, but heads up: that action's irreversible, so be careful with this one.
It’s all about keeping your documents moving through the lifecycle—from template selection to final signature and tracking every single view in between.
How PandaDoc MCP Works
- 1 Subscribe to the server and enter your PandaDoc API key in the Vinkius console.
- 2 Your AI agent connects using that key. It now has access to all 10 tools.
- 3 Ask a direct question like, 'Show me proposals needing signatures for Acme Corp,' or 'Create an NDA for Jane Doe.' The agent runs the necessary sequence of calls.
The bottom line is: you talk to your AI client, and it uses PandaDoc's tools to run the complex document workflow without you having to click through any dashboards.
Who Is PandaDoc MCP For?
Sales Development Reps who spend half their day chasing signatures. Operations Managers who need an instant report on which deals are stalled in the pipeline. Any freelancer or founder who needs to send professional, tracked contracts without being a full-time admin.
Uses pandadoc_list_documents and pandadoc_document_status to immediately see if the client viewed the proposal or stalled on signing.
Manages document flow by using pandadoc_create_contact followed by pandadoc_create_document, then hitting 'send' via pandadoc_send_document to keep the pipeline moving.
Retrieves full audit trails and metadata using pandadoc_get_document to ensure compliance or verify who signed what, and when.
What Changes When You Connect
- See exactly who hasn't signed the contract. Using
pandadoc_document_statusgives you real-time progress reports on every recipient, eliminating follow-up guesswork. - Start a deal from scratch instantly. You can use
pandadoc_list_templatesto find a blueprint and then callpandadoc_create_documentwith just the client's name and proposal details. - Manage your entire contact database without logging in.
pandadoc_list_contactspulls all recipient records, allowing you to verify emails or look up past deals right from your conversation. - Never get stuck on document routing again. The sequence of
pandadoc_create_documentfollowed bypandadoc_send_documenthandles the creation and distribution in two simple steps. - Build a complete record of truth. When you use
pandadoc_get_document, you pull more than just the status—you get pricing totals, custom field values, and the full audit trail.
Real-World Use Cases
The Cold Proposal Follow-up
A sales rep needs to follow up on a proposal sent last week. Instead of logging in, they ask their agent: 'What's the status for Acme Corp?' The agent runs pandadoc_document_status, reports that the document was viewed 3 hours ago but hasn't been signed, and suggests drafting a gentle reminder email.
Onboarding a New Client
A founder needs to get a new client (Jane Doe) onboarded. They first use pandadoc_create_contact for Jane's details. Then, they run pandadoc_list_templates to find the NDA template ID and finally call pandadoc_create_document and pandadoc_send_document in sequence.
The Audit Trail Check
Legal needs proof of what was signed. They give their agent a document ID. The agent uses pandadoc_get_document, providing the full metadata, pricing breakdown, and who signed exactly when. No clicking through multiple views needed.
Creating a Quick Quote
An ops manager needs to send a quote based on standard service terms. They use pandadoc_list_templates to grab the 'Standard Quote' template ID, then call pandadoc_create_document using the client data and custom pricing fields.
The Tradeoffs
Trying to update content manually
Assuming that after calling pandadoc_create_document, you can just ask the agent, 'Change the price on this document.' The API doesn't have a dedicated tool for modifying existing content.
→ You must use an explicit workflow. If you need to change content, check if the template needs updating or re-running the entire sequence of creation and sending with the new data.
Ignoring the document lifecycle
Trying to send a proposal using pandadoc_send_document when the draft hasn't been created first. The call will fail because it needs an existing, valid draft ID.
→
Always list templates with pandadoc_list_templates first. Then, use that template ID in pandadoc_create_document before attempting to send anything out.
Using the wrong recipient data
Manually inputting a name or email into a prompt when you already have it stored. This risks typos and using outdated contact information.
→
Always run pandadoc_list_contacts first to pull verified, existing contacts from your organization's record before building any document.
When It Fits, When It Doesn't
Use this server if your primary job is moving documents—from a draft state to a sent state, and then tracking its completion. You need to know who signed it, when, and if they viewed it. The core loop is: List Templates $
ightarrow$ Create Document $
ightarrow$ Send Document $
ightarrow$ Check Status.
Don't use this if you just need a simple contact list for general emailing or if your primary workflow involves complex document content changes (like rewriting paragraphs). If content editing is the main goal, check for tools that allow direct content updates. This server excels at workflow automation and status reporting, not deep text manipulation.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PandaDoc. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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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 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Chasing down signatures shouldn't feel like an investigation.
Right now, you have to jump between PandaDoc’s dashboard, your CRM, and your email. You click into the document, check the recipient list, then open a separate status tab just to see if they viewed it or declined it. It's slow, and half the time, you're guessing why the deal is stalled.
With this MCP server, you ask your agent: 'Who hasn't signed the Q3 contract?' The agent runs `pandadoc_document_status` across all relevant records and gives you a single, clean answer. You get instant visibility into the entire document pipeline.
PandaDoc MCP Server: Get full control over your document lifecycle.
Before, creating an agreement meant gathering all IDs and running multiple manual steps. You'd first find the template ID via `pandadoc_list_templates`, then create a draft using `pandadoc_create_document` with recipient details, and finally manually click 'send.'
Now, you tell your agent to 'Create and send the Q4 proposal for Acme Corp.' The agent handles the sequence: it pulls the template, drafts the document, and sends the notification—all in one go. It's done.
Common Questions About PandaDoc MCP
How do I check if a client viewed the contract using pandadoc_document_status? +
You pass the document ID to pandadoc_document_status. The tool returns not just the status (sent/completed), but also specific fields like 'last viewed date' and whether it was opened.
Can I use pandadoc_list_templates before creating a proposal? +
Yes. pandadoc_list_templates pulls all available document blueprints (NDAs, quotes, etc.). You must get the UUID from this list to successfully run pandadoc_create_document.
What's the best way to manage recipients for a new proposal? +
Use pandadoc_list_contacts first. This lets you pull verified names, emails, and company data from your existing contacts list before building anything with pandadoc_create_contact.
Does pandadoc_send_document notify the client via email? +
Yes, by default. It transitions the document to 'sent' status and triggers an email notification to all recipients. You can set a parameter to suppress this if you embed signing elsewhere.
If I delete a contract using pandadoc_delete_document, is it recoverable? +
No. This action removes the document entirely from PandaDoc's views and cannot be undone. Only use this on documents that are confirmed void or draft.
If I need to use `pandadoc_create_document`, do I have to call `pandadoc_create_contact` first? +
Yes, it's best practice. If the recipient isn't already in PandaDoc, running pandadoc_create_contact first ensures the data is ready. This prevents errors when linking recipients and guarantees your document creation process works smoothly.
When should I use `pandadoc_get_document` instead of just listing documents with `pandadoc_list_documents`? +
Use pandadoc_list_documents for a quick overview—it gives you the status and names. But if you need full details like custom field values, pricing totals, or the complete audit history, you must call pandadoc_get_document using the specific document ID.
How do I check which users have permission to manage documents by running `pandadoc_list_members`? +
pandadoc_list_members provides a list of every user in your PandaDoc workspace. This lets you verify their email, role, and access level. It's the proper way to audit who can own or modify sensitive document templates.
How do I get started with PandaDoc? +
Subscribe, then enter your PandaDoc API key (from Settings → Integrations → API & Webhooks → API Key). Your AI agent connects instantly. No code, no SDK, no webhooks — just connect and start creating documents through conversation.
Can my AI agent create and send a proposal from a template? +
Yes. Tell your agent "create a proposal for John at Acme Corp" and it selects the right template, fills in recipient details, and creates the document. Then say "send it" and PandaDoc emails the signing link — the entire flow happens in one conversation.
How do I know if a client viewed or signed my document? +
Ask your agent "has Acme signed the proposal?" and it checks the document status — draft, sent, viewed, completed, or declined. You get real-time tracking without opening PandaDoc, so you always know where every document stands.
Can I manage multiple document types and team members? +
Absolutely. Browse all your templates (proposals, contracts, NDAs, quotes), list workspace members with their roles, and track documents across the entire team — perfect for sales teams, agencies, and consulting firms managing dozens of active proposals.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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