PandaDoc MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect PandaDoc through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install PandaDoc and 2,500+ MCP Servers from a single visual interface.
{
"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.
Windsurf's Cascade agent chains multiple PandaDoc tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your 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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the PandaDoc MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using PandaDoc
Open Cascade and ask: "Using PandaDoc, help me...". 10 tools available
Why Use Windsurf with the PandaDoc MCP Server
Windsurf provides unique advantages when paired with PandaDoc through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
PandaDoc + Windsurf Use Cases
Practical scenarios where Windsurf combined with the PandaDoc MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from PandaDoc and generate models, types, or handlers based on real API responses
Live debugging: query PandaDoc tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from PandaDoc and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine PandaDoc data with Cascade's code generation to scaffold entire features in minutes
PandaDoc MCP Tools for Windsurf (10)
These 10 tools become available when you connect PandaDoc to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting PandaDoc to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
PandaDoc + Windsurf FAQ
Common questions about integrating PandaDoc MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect PandaDoc with your favorite client
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Connect PandaDoc to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.