PandaDoc MCP Server for Mastra AI 10 tools — connect in under 2 minutes
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect PandaDoc through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"pandadoc": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "PandaDoc Agent",
instructions:
"You help users interact with PandaDoc " +
"using 10 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with PandaDoc?"
);
console.log(result.text);
}
main();
* 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.
Mastra's agent abstraction provides a clean separation between LLM logic and PandaDoc tool infrastructure. Connect 10 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI via MCP
Follow these steps to integrate the PandaDoc MCP Server with Mastra AI.
Install dependencies
Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.ts and run with npx tsx agent.ts
Explore tools
Mastra discovers 10 tools from PandaDoc via MCP
Why Use Mastra AI with the PandaDoc MCP Server
Mastra AI provides unique advantages when paired with PandaDoc through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add PandaDoc without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every PandaDoc tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
PandaDoc + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the PandaDoc MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query PandaDoc, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed PandaDoc as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query PandaDoc on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using PandaDoc tools alongside other MCP servers
PandaDoc MCP Tools for Mastra AI (10)
These 10 tools become available when you connect PandaDoc to Mastra AI 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 Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting PandaDoc to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpPandaDoc + Mastra AI FAQ
Common questions about integrating PandaDoc MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
Connect PandaDoc with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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Google's framework for building production AI agents.
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TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect PandaDoc to Mastra AI
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.