PandaDoc MCP connector
Updated
PandaDoc is a document automation platform for creating, sending, tracking, and eSigning business documents. The PandaDoc MCP connector allows AI agents to create, update, and manage documents, monitor their status, and configure automatic reminder settings. It also supports handling access tokens, retrieving eSign disclosures, and removing documents that are no longer needed.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the PandaDoc MCP connector to perform the following actions:
- Create and send documents for eSignature directly from a workflow
- Track document status and completion in real time
- Automate reminder schedules to reduce document turnaround time
- Attach supporting files and manage linked records on documents
- Extract document fields and audit trails for compliance reporting
- Generate secure sessions for embedded signing and editing experiences
- Download completed and in-progress documents for record keeping
- Link documents to CRM records for streamlined deal tracking
Example prompts
Use the following example prompts to invoke PandaDoc MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all documents I sent last week in PandaDoc.Create a new proposal document in PandaDoc for Acme Corp.Check the status of the contract I sent to John Smith.Send the pricing document to the client for signature.Download the completed contract for the Johnson deal.Set up automatic reminders for unsigned documents in PandaDoc.List all attachments on the Acme Corp proposal.Show me the audit trail for the signed NDA.Move the draft proposal back to editing in PandaDoc.What fields are missing on the sales agreement?
PandaDoc MCP connector tools
The PandaDoc MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| accessToken | Create/Refresh Access Token |
| listDocuments | List Documents |
| createDocument | Create Document |
| statusDocument | Document Status |
| deleteDocument | Delete Document |
| updateDocument | Update Document |
| updateDocumentAutoReminderSettings | Update Document Auto Reminder Settings |
| getDocumentAutoReminderSettings | Document Auto Reminder Settings |
| statusDocumentAutoReminder | Document Auto Reminder Status |
| documentESignDisclosure | Document eSign disclosure |
| changeDocumentStatus | Document Status Change |
| documentRevertToDraft | Move Document to Draft |
| detailsDocument | Document Details |
| sendDocument | Send Document |
| createDocumentEditingSession | Create Document Editing Session |
| createDocumentLink | Create Document Session for Embedded Sign |
| downloadDocument | Document Download |
| downloadProtectedDocument | Download Completed Document |
| listDocumentsByLinkedObject | List Documents by Linked Object |
| listLinkedObjects | List Linked Objects |
| createLinkedObject | Create Linked Object |
| deleteLinkedObject | Delete Linked Object |
| listDocumentAttachments | List Document Attachments |
| createDocumentAttachment | Create Document Attachment |
| detailsDocumentAttachment | Document Attachment Details |
| deleteDocumentAttachment | Delete Document Attachment |
| downloadDocumentAttachment | Download Document Attachment |
| listDocumentFields | List Document Fields |
| createDocumentFields | Create Document Fields |
| listDocumentAuditTrail | List Document Audit Trail |
| documentSettingsGet | Get document settings |
| documentSettingsUpdate | Update document settings |
| transferDocumentOwnership | Update document ownership |
| transferAllDocumentsOwnership | Transfer all documents ownership |
| documentMoveToFolder | Document move to folder |
| appendContentLibraryItemToDocument | Append Content Library Item to a document |
| addDocumentRecipient | Add Document Recipient |
| deleteDocumentRecipient | Delete Document Recipient |
| editDocumentRecipient | Update Document Recipient |
| reassignDocumentRecipient | Change Signer (Reassign Document Recipient) |
| createManualReminder | Send Manual Reminder |
| listSections | List Document Sections |
| uploadSection | Create Document Section |
| sectionDetails | Document Section Upload Status |
| sectionInfo | Document Section Details |
| deleteSection | Delete Document Section |
| addDsvNamedItems | Add DSV Named Items to a Document |
| listContentLibraryItems | List Content Library Item |
| createContentLibraryItem | Create Content Library Item |
| statusContentLibraryItem | Content Library Item Status |
| detailsContentLibraryItem | Content Library Item Details |
| listTemplates | List Templates |
| createTemplate | Create Template |
| detailsTemplate | Template Details |
| deleteTemplate | Delete Template |
| statusTemplate | Template Status |
| updateTemplate | Template Update |
| createTemplateEditingSession | Create Template Editing Session |
| templateSettingsGet | Get template settings |
| templateSettingsUpdate | Update template settings |
| listForm | List Forms |
| listDocumentFolders | List Documents Folders |
| createDocumentFolder | Create Documents Folder |
| renameDocumentFolder | Rename Documents Folder |
| listTemplateFolders | List Templates Folders |
| createTemplateFolder | Create Templates Folder |
| renameTemplateFolder | Rename Templates Folder |
| listLogs | List API Log |
| detailsLog | API Log Details |
| listLogsV2 | List API Log |
| detailsLogV2 | API Log Details |
| listContacts | List contacts |
| createContact | Create contact |
| detailsContact | Contact Details |
| deleteContact | Delete Contact |
| updateContact | Update Contact |
| listMembers | List Members |
| detailsCurrentMember | Current Member Details |
| detailsMember | Member Details |
| createMemberToken | Create Member Token |
| listWebhookSubscriptions | List Webhook Subscriptions |
| createWebhookSubscription | Create Webhook Subscription |
| detailsWebhookSubscription | Webhook Subscription Details |
| updateWebhookSubscription | Update Webhook Subscription |
| deleteWebhookSubscription | Delete Webhook Subscription |
| updateWebhookSubscriptionSharedKey | Update Webhook Subscription Shared Key |
| listWebhookEvent | List Webhook Events |
| detailsWebhookEvent | Webhook Event Details |
| listNotaries | List Notaries |
| createNotarizationRequest | Create Notarization Request |
| notarizationRequestDetails | Notarization Request Details |
| deleteNotarizationRequest | Delete Notarization Request |
| searchCatalogItems | List Catalog Items Search |
| createCatalogItem | Create Catalog Item |
| getCatalogItem | Catalog Item Details |
| updateCatalogItem | Update Catalog Item |
| deleteCatalogItem | Delete Catalog Item |
| quoteUpdate | Quote update |
| getWorkspacesList | List Workspaces |
| createWorkspace | Create Workspace |
| deactivateWorkspace | Deactivate Workspace |
| listUsers | List Users |
| createUser | Create User |
| addMember | Add Member to Workspace |
| removeMember | Remove Member from Workspace |
| createApiKey | Create API Key |
| listRecentSmsOptOuts | Recent SMS Opt-out |
| createExportDocxTask | [Beta] Create DOCX Export Task |
| getDocxExportTask | [Beta] DOCX Export Task |
