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.

PandaDoc MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: PandaDoc
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add PandaDoc as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="pandadoc_agent",
            tools=tools,
            system_message=(
                "You help users with PandaDoc. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About PandaDoc MCP Server

Connect your PandaDoc account to any AI agent and automate your document workflows through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use PandaDoc tools. Connect 10 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Documents — List, create from templates, send for signature, check status, and track viewed/completed/declined documents
Templates — Browse all available document templates (proposals, contracts, NDAs, quotes)
E-Signatures — Send documents for signature and monitor signing progress in real time
Contacts — Manage recipient contacts with email, name, and company
Team — List workspace members and their roles

The PandaDoc MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect PandaDoc to AutoGen via MCP

Follow these steps to integrate the PandaDoc MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from PandaDoc automatically

Why Use AutoGen with the PandaDoc MCP Server

AutoGen provides unique advantages when paired with PandaDoc through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use PandaDoc tools to solve complex tasks

Role-based architecture lets you assign PandaDoc tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive PandaDoc tool calls

Code execution sandbox: AutoGen agents can write and run code that processes PandaDoc tool responses in an isolated environment

PandaDoc + AutoGen Use Cases

Practical scenarios where AutoGen combined with the PandaDoc MCP Server delivers measurable value.

Collaborative analysis: one agent queries PandaDoc while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from PandaDoc, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using PandaDoc data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process PandaDoc responses in a sandboxed execution environment

PandaDoc MCP Tools for AutoGen (10)

These 10 tools become available when you connect PandaDoc to AutoGen via MCP:

pandadoc_create_contact

Email is required. Once created, patients can be used as recipients in document creation. Returns the created contact with their PandaDoc ID. Create a new contact in PandaDoc with email, name, and company for use as a document recipient

pandadoc_create_document

templateId is required (use pandadoc_list_templates to find). Recipients array must include at least email and optionally first_name, last_name, and role (matching template roles). The document is created in "uploaded" status and transitions to "draft" within 3-5 seconds. Fields is an optional JSON object to pre-fill template tokens/variables. Create a new PandaDoc document from a template with recipients, custom fields, and pricing — ready to send for signature

pandadoc_delete_document

This is irreversible. Only documents in draft or voided status should typically be deleted. Completed/signed documents should be voided first if deletion is required for compliance reasons. Permanently delete a PandaDoc document — this action cannot be undone and removes the document from all views

pandadoc_document_status

Returns current status, last viewed/completed dates, and recipient progress. Use for tracking: "has the client signed?", "did they view it?", or status polling after sending. Check the current status of a PandaDoc document — whether it is draft, sent, viewed, completed, or declined

pandadoc_get_document

Returns document name, status, all recipients with their signing status, template reference, pricing table totals, custom field values, and metadata. Use after listing documents to drill into a specific document for complete information. Get complete details of a specific PandaDoc document by ID, including recipients, fields, tokens, pricing, and audit trail

pandadoc_list_contacts

Returns contact name, email, company, and metadata. Contacts are the people your organization sends documents to. Use when the user asks about recipients, needs to find a contact email, or wants to review the contact database. List PandaDoc contacts with names, emails, companies, and associated document history

pandadoc_list_documents

Filter by status: draft (not yet sent), sent (awaiting signatures), completed (fully signed), viewed (opened by recipient), paid, voided, or declined. Returns document name, template used, status, total value, owner email, and dates. Use when the user asks about document pipeline, pending signatures, or completed agreements. List PandaDoc documents with name, status (draft/sent/completed/viewed/paid/voided/declined), creation date, and recipient info

pandadoc_list_members

Returns member name, email, role, and status. Use when the user asks about team members, document ownership, or needs to audit workspace access. List workspace members (users) in your PandaDoc organization with their email, role, and access level

pandadoc_list_templates

Returns template name, UUID (needed for pandadoc_create_document), creation date, and folder. Templates are reusable document blueprints with pre-defined layouts, fields, and recipient roles. Use when the user asks "what templates do we have?" or needs a template ID before creating a document. List all PandaDoc templates available for document creation — proposals, contracts, agreements, NDAs, and more

pandadoc_send_document

This triggers email notifications to all recipients. Set silent=true to suppress emails (useful when embedding signing in your own app). An optional message can be included in the notification email. The document moves to "sent" status after this call. Send a PandaDoc document for signature — transitions it from draft to sent and notifies all recipients via email

Example Prompts for PandaDoc in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with PandaDoc immediately.

"Show me all proposals waiting for signature"

"Create a new NDA for Jane Doe at Global Solutions."

"Did Acme Corp sign the contract I sent yesterday?"

Troubleshooting PandaDoc MCP Server with AutoGen

Common issues when connecting PandaDoc to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

PandaDoc + AutoGen FAQ

Common questions about integrating PandaDoc MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call PandaDoc tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.