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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
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Use PandaDoc with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Create, send, and track documents, proposals, and e-signatures via PandaDoc. manage the entire document lifecycle from any AI agent.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 10 capabilities

The complete PandaDoc capability set.

These are the exact actions your AI can choose when you ask it to work with PandaDoc.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through PandaDoc.

  1. 01

    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

  2. 02

    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

  3. 03

    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

  4. 04

    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

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through PandaDoc.

  1. 05

    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

  2. 06

    Pandadoc create contact

    Email is required. Once created, contacts 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

  3. 07

    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

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through PandaDoc.

  1. 08

    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

  2. 09

    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

  3. 10

    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

Observed, not estimated

914ms average. Fast in production.

PandaDoc is checked daily against the live service.

Daily averagePeak 1086ms
Aug 20Today
Fastest day
751ms
Slowest day
1086ms
14-day trend
Slowing+17%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of PandaDoc, so you can see the experience inside your AI.

It does not authenticate your account with PandaDoc. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

PandaDoc Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — PandaDoc capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pandadoc-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions PandaDoc owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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.

  • 04

    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.

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