PandaDoc MCP Server

Provides MCP resources and tools for AI assistants to access/manage Documents, Templates, Contacts, and granular document components (fields, attachments, recipients) in PandaDoc.

documents

Dataset

List and search for documents.

idnamestatus +4 more

templates

Dataset

Retrieves a list of templates.

idnamedate_created +3 more

forms

Dataset

Retrieve a paginated list of forms with optional filtering and sorting options.

idnamedate_created +3 more

contacts

Dataset

Returns a list of contacts associated with a workspace.

idemailfirst_name +7 more

contact_details

Dataset

Returns the details of a specific contact.

idemailfirst_name +7 more

api_logs

Dataset

Get the list of all logs within the selected workspace.

idurlmethod +3 more

api_log_details

Dataset

Returns details of the specific API log event.

idurlmethod +7 more

document_auto_reminder_settings

Dataset

Retrieves the current auto reminder configuration for a specified document.

enableddelivery_methodinitial_delay_days +2 more

recent_sms_optout

Dataset

Retrieves a list of the most recent SMS opt-out changes for each phone numbers used in your workspace.

phone_numberstatusopt_out_changed

documents_by_linked_object

Dataset

Get a list of documents connected to a linked object (CRM entity).

idstatusdate_created +1 more

linked_objects

Dataset

Get a list of linked objects (CRM entities) for a specific document.

idproviderentity_type +1 more

document_attachments

Dataset

Returns a list of attachments associated with a specified document.

uuiddate_createdcreated_by +2 more

document_attachment_details

Dataset

Returns details of the specific document's attachment.

uuiddate_createdcreated_by +2 more

document_fields

Dataset

Return the list of fields for a particular document.

uuidnametitle +6 more

document_audit_trail

Dataset

Retrieves the full audit trail for a specified document. The audit trail includes detailed user actions such as sending, viewing, signing, and editing.

countiduser.id +5 more

document_settings

Dataset

Retrieves the settings for a specified document.

language

document_sections

Dataset

Retrieve information about the sections (bundles) within a document.

uuidname

document_section_details

Dataset

Receive information about each section (bundle) within a document.

uuidnamedocument_uuid

document_section_upload_status

Dataset

Receive the upload status of the document and sections by their upload_id.

uuidnamedocument_uuid +5 more

create_contact

Tool

This method adds a contact into a contacts list.

email (optional)first_name (optional)last_name (optional) +8 more

delete_contact

Tool

This method deletes a contact.

id (required)

update_contact

Tool

This method updates a contact details.

id (required)first_name (optional)last_name (optional) +7 more

update_document_auto_reminder_settings

Tool

Configures automatic reminders for document recipients (enable/disable, delivery method, delay, recurrence).

document_id (required)enabled (required)delivery_method (optional) +3 more

create_linked_object

Tool

Create a linked object (CRM entity link) in the document.

id (required)provider (required)entity_type (required) +1 more

delete_linked_object

Tool

Delete a linked object associated with a document.

id (required)linked_object_id (required)

create_document_attachment

Tool

Creates an attachment for a particular document using a URL link.

id (required)source (required)name (optional)

create_document_attachment_from_upload

Tool

Uploads a file and creates an attachment for a specified document.

id (required)file (required)name (optional)

delete_document_attachment

Tool

Deletes an attachment from the document.

id (required)attachment_id (required)

download_document_attachment

Tool

Download an attachment by ID.

id (required)attachment_id (required)

create_document_fields

Tool

Creates fields for a particular document.

id (required)fields (required)name (optional) +8 more

update_document_settings

Tool

Updates the settings for a specified document. Only the language field is currently supported.

document_id (required)language (optional)

add_document_cc_recipient

Tool

Add a CC recipient (contact or contact group) to a document.

id (required)kind (optional)

delete_document_recipient

Tool

Remove a recipient from a document.

id (required)recipient_id (required)

update_document_recipient

Tool

Modify recipient's personal details (name, email, verification settings, etc.) in a document.

id (required)recipient_id (required)email (optional) +12 more

change_signer

Tool

Reassign fields to another signer (replacement for the original signer). This removes the original signer entirely unless they are re-added as a CC recipient.

id (required)recipient_id (required)body.id (required) +1 more

create_document_section_from_upload

Tool

Add a new section (bundle) to an existing document by uploading a file (PDF, DocX, RTF) or providing a URL. This is an asynchronous operation.

document_id (required)file (required)merge_field_scope (optional) +1 more

create_document_section_from_template_or_url

Tool

Add a new section (bundle) to an existing document using a PandaDoc template or a file by URL. This is an asynchronous operation.

document_id (required)body (template_uuid or file_url) (required)merge_field_scope (optional)

PandaDoc Resources

Datasets

Tools

PandaDoc MCP Server

Connect your AI to PandaDoc data through the Model Context Protocol.

Granularly control which tools your AI can access
Full visibility with logging and auditing
Standard MCP protocol - no custom wrappers needed

Select a dataset or tool from the left to see more details

Universal MCP Server for PandaDoc

Connect Claude, Microsoft Copilot, and any MCP-compatible AI to PandaDoc. One server, instant access to datasets, tools, and workflows.

Model Context Protocol: Industry standard supported by Claude and Microsoft Copilot
Fine-Grained Control: Choose exactly which datasets and tools your AI can access
Connect Once, Use Everywhere: Single authentication for all your AI assistants

Get Started with Your Favorite AI Tool

Follow our step-by-step guides for popular AI frameworks and tools

Native MCP support

Copilot + MCP

AI-first IDE

Custom actions

Automation platform