PandaDoc MCP for AI agents
Agents read PandaDoc MCP at once. Changes and sends are held for a person's approval by default.
About PandaDoc MCP
Create, inspect, send, and manage documents through PandaDoc's hosted MCP server.
What an agent can do in PandaDoc MCP
Every PandaDoc MCP action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in PandaDoc MCP without asking first. 10 actions.
- Documents audit trail getRetrieve audit trail for a document.
- Documents content getReturns the textual content of a document in plaintext or markdown format.
- Documents details getRetrieve a document's full structure by document_id: name, status, dates, version, reference number, creator, template, recipients, fields, variables, tokens, tags, pricing/grand total, and linked obj
- Documents listPaginated document listing with structured filters: status, folder, tag, free-text search, sorting, and created/completed date ranges. Examples: 'list 50 Draft docs' · 'documents in folder <folder_uui
- Documents metadata batch getUse to read the business terms extracted from documents — counterparty, contract value, dates, renewal terms — without fetching and re-reading their full text. Handles 1-40 documents per call, so pass
- Documents searchFull-text search with status/date filters. Examples: 'NDA in completed docs' · 'modified 2026-01-01–2026-03-31' · 'sent docs Q1 2026' For natural-language queries, prefer ``ai_search`` if available. I
- Documents status getRetrieve the overall document status (e.g. Draft, Sent, Completed, Expired). Some statuses are set automatically by the system: Sent (when the document is sent), Viewed (when a recipient opens it), Ap
- Documents summary getReturns a summary for the specified document. Supports three granularity levels: detailed, short, or headline. If not ready, returns `{retry_after: N}` where N is seconds to wait before retrying.
- Templates details getInspect a template's schema — roles, fields, variables, pricing tables, content placeholders, tags, metadata — usually to prepare a `documents_create` call (e.g. 'what roles does the Sales Contract te
- Templates listDiscover, browse, or pick a template by name, tag, or folder (e.g. 'what templates do we have?', 'find the NDA template'). If the user refers to a template by name and an ID is needed for a downstream
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 11 actions.
- Documents archiveArchive a document by ID. Uses PandaDoc delete endpoint with forever=false for reversible deletion.
- Documents create# Create document Create a new PandaDoc document. Pass a single `request` object and set its `source` to choose how the document is created: - `source: "template"` — from an existing template. Require
- Documents fields assignAssign, reassign, or unassign document fields to recipients. The document must be in draft status. Provide a list of field-to-recipient mappings. Set recipient_id to null to unassign a field. Use get
- Documents sendSend a document to its recipients. The document must be in Draft status. After sending, the status changes to Sent and recipients receive a notification. Use skip_unfilled_variables to send even when
- Documents status changeManually change a document's status. Only these transitions are allowed: Completed, Paid, Expired, or Declined. Status changes are restricted based on the current document status. Other statuses (such
- Documents updateUpdate a document. Document must be in Draft status. You can update text blocks, fields, and other document properties. After creating a new document, wait for it to reach Draft status before updating
- Recipients add ccAdd a CC (non-signing) recipient to a document. Requires an existing contact ID. Cannot add to Expired or Declined documents. Adding a contact that is already a CC recipient is silently ignored. This
- Recipients deleteRemove a recipient from a document. Signers can only be removed in Draft status. CC recipients can be removed in any status except Expired/Declined.
- Recipients editUpdate one recipient's details (email, name, phone, company, address, redirect) in place. Signers can be edited in Draft, Waiting Approval, Approved, Rejected, Sent, or Viewed status. A signer's email
- Recipients reassignReplace a signer with another contact. Transfers all assigned fields to the new signer. The original signer is removed. Cannot reassign already-signed recipients. To just fix a signer's email/name, us
- Templates createCreate a new template from a PDF URL. Provide a secure (HTTPS) publicly accessible URL to the PDF document.
Changes wait in Needs you
Changes and sends in PandaDoc MCP are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
PandaDoc MCP questions
Can an agent change data in PandaDoc MCP on its own?
Not by default. Changes and sends in PandaDoc MCP are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in PandaDoc MCP?
This connector lists 10 read actions. Reads run at once, without waiting for approval.
How does PandaDoc MCP connect?
It connects with dcr oauth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.