PandaDoc MCP Server for VS Code Copilot 10 tools — connect in under 2 minutes
GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.
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{
"mcpServers": {
"pandadoc": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
GitHub Copilot Agent mode brings PandaDoc data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools — Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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 VS Code Copilot 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 VS Code Copilot via MCP
Follow these steps to integrate the PandaDoc MCP Server with VS Code Copilot.
Create MCP config
Create a .vscode/mcp.json file in your project root
Add the server config
Paste the JSON configuration above
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Start using PandaDoc
Ask Copilot: "Using PandaDoc, help me..." — 10 tools available
Why Use VS Code Copilot with the PandaDoc MCP Server
GitHub Copilot for Visual Studio Code provides unique advantages when paired with PandaDoc through the Model Context Protocol.
VS Code is used by over 70% of developers — adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
PandaDoc + VS Code Copilot Use Cases
Practical scenarios where VS Code Copilot combined with the PandaDoc MCP Server delivers measurable value.
Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step
DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review
Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses
Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples
PandaDoc MCP Tools for VS Code Copilot (10)
These 10 tools become available when you connect PandaDoc to VS Code Copilot 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 VS Code Copilot
Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot
Common issues when connecting PandaDoc to VS Code Copilot through the Vinkius, and how to resolve them.
MCP tools not available
PandaDoc + VS Code Copilot FAQ
Common questions about integrating PandaDoc MCP Server with VS Code Copilot.
Which VS Code version supports MCP?
How do I switch to Agent mode?
Can I restrict which MCP tools Copilot can access?
Does MCP work in VS Code Remote or Codespaces?
.vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.Connect PandaDoc with your favorite client
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Connect PandaDoc to VS Code Copilot
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.