PandaDoc Connector for AI agents.
10 live capabilities
Manage e-signatures and document workflows from your chat interface.
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Why people use PandaDoc
PandaDoc for Automating Contract Lifecycles
This Connector lets your agent handle that loop for you. You just tell the agent to send the agreement, and it pulls the contact, selects the template, and triggers the email. You get a closed deal without the manual heavy lifting.
What Vinkius changes
You can manage your entire document workflow through a chat interface instead of clicking through a dashboard.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Sending a quote to a new client
A sales rep asks the agent to create a proposal for a new client.
- Real-world use case 02
Checking on a stuck contract
An ops manager asks who hasn't signed the NDA.
- Real-world use case 03
Onboarding a new freelancer
A founder needs to set up a workspace.
Complete set · 10capabilities
The complete PandaDoc capability set.
These are the exact actions your AI can choose when you ask it to work with PandaDoc.
01—04
4 capabilities in this set.
Part of 10 available through PandaDoc.
- 01 Capability
Pandadoc create contact
Create a new recipient with an email, name, and company to use in future documents. This helps you build a clean database of people you send contracts to.
- 02 Capability
Pandadoc create document
Generate a new document from a specific template with pre-filled fields and pricing. It moves the document to a draft state so you can review it before sending.
- 03 Capability
Pandadoc delete document
Permanently remove a draft or voided document from your workspace. Use this to clean up your pipeline of old or incorrect files.
- 04 Capability
Pandadoc document status
Check if a document is viewed, signed, declined, or still in draft. It provides the latest progress data for any specific file.
05—07
3 capabilities in this set.
Part of 10 available through PandaDoc.
- 05 Capability
Pandadoc get document
Pull every detail about a specific document, including pricing tables and audit trails. It gives you a full history of every action taken on a file.
- 06 Capability
Pandadoc list contacts
View your entire database of recipients, including their names and company history. This is useful for checking who you have already sent documents to.
- 07 Capability
Pandadoc list documents
See your full pipeline of documents filtered by status like paid, sent, or completed. It helps you see what needs your attention right now.
08—10
3 capabilities in this set.
Part of 10 available through PandaDoc.
- 08 Capability
Pandadoc list members
See who has access to your workspace and what roles they hold. Use this to audit your team's permissions.
- 09 Capability
Pandadoc list templates
Browse your available blueprints for proposals, NDAs, and contracts. This lets your agent find the right starting point for a new document.
- 10 Capability
Pandadoc send document
Trigger an email notification to recipients to start the signing process. This moves your document from a draft to a sent status immediately.
Set up in minutes
One URL. Then ask PandaDoc to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use PandaDoc from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it PandaDoc, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable PandaDoc for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the PandaDoc URL.
- Step 03
Save and start
Save the connection and enable PandaDoc in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"pandadoc": {
"url": "https://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using PandaDoc
Open Agent mode in chat and ask: "Using PandaDoc, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"pandadoc": {
"url": "https://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using PandaDoc
Ask Copilot: "Using PandaDoc, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"pandadoc": {
"url": "https://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using PandaDoc
Open Cascade and ask: "Using PandaDoc, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"pandadoc": {
"url": "https://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using PandaDoc
Ask Cline: "Using PandaDoc, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add pandadoc --transport http "https://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using PandaDoc
Ask Claude: "Using PandaDoc, show me...". 10 tools are ready
Where the request belongs
Work PandaDoc can move forward.
This is for the sales leader tired of manual follow-ups, the operations manager tracking dozens of contracts, or the freelancer who needs to get paid faster without the administrative headache.
Sales Representative
Sends out quotes and follows up on pending signatures during live calls.
Operations Manager
Audits workspace access and tracks the status of all active contracts.
Freelance Contractor
Drafts NDAs and service agreements for new clients in seconds.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsBunnyDoc
Manage eSignatures via BunnyDoc. track document status, manage templates, and coordinate signature requests directly from any AI agent.
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Manage digital signatures, document requests, and templates via Zoho Sign directly from your AI agent.
Eversign (Cloud Electronic Signature)
Manage electronic signatures via Eversign. list businesses, create documents, and handle templates directly from any AI agent.
DocuSign
Send documents for signature, manage envelopes, track signing status, and automate contract workflows with AI.
PandaDoc
Close deals faster with proposals, contracts, and e-signatures in one platform that tracks document engagement in real time.
SignRequest
Manage e-signatures and documents via SignRequest. create signing requests, track document status, and manage templates directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep PandaDoc connected.
-
Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about PandaDoc.
The practical details behind the request, access and result.
How does the PandaDoc MCP help my sales team?
It lets your team use your AI agent to draft and send quotes or contracts instantly. Your team can stay in their chat interface while the agent handles the document creation and signature tracking.
Can I use this to see who has already signed my contracts?
Yes. Your agent can check the status of any document to see which recipients have completed the signing process and who is still pending.
Does the PandaDoc MCP support my existing templates?
It does. The agent can browse your current library of proposals, NDAs, and contracts to ensure it's using the correct company-approved format.
Can my AI agent send out documents for signature automatically?
Yes. You can ask your agent to send a specific document, and it will trigger the email notifications to your recipients automatically.
How do I manage my recipient list with this Connector?
You can ask your agent to create new contacts or list your existing ones. This keeps your contact database updated without you having to manually type in emails every time.
Can I use the PandaDoc MCP to delete old documents?
Yes, you can ask your agent to permanently remove old drafts or voided documents from your workspace to keep your pipeline clean.
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.
One connection away
Give your agent a direct line to PandaDoc.
Connect PandaDoc once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available