PandaDoc MCP connector

PandaDoc is a document automation platform for creating, sending, tracking, and electronically signing business documents. The PandaDoc MCP connector allows AI agents to generate documents from templates, monitor document status and delivery, and manage eSignature workflows. It also supports configuring auto-reminder settings, retrieving eSign disclosure information, and deleting or updating existing documents across the platform.

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:

• Automate document creation from templates and business data
• Send documents for review, approval, and electronic signature
• Track document status, completion rates, and recipient engagement
• Manage document fields, attachments, and audit trails for compliance
• Embed signing workflows directly into applications and websites
• Set up automatic reminders for pending document actions
• Link documents to external objects for organized record management

Example prompts

Use the following example prompts to invoke PandaDoc MCP connector tools from your AI assistant or Boomi Connect workflow:

• Create a new contract in PandaDoc using our sales template.
• Show me all documents pending signature in PandaDoc.
• Send this proposal document to the client for review in PandaDoc.
• Download the completed and signed agreement from PandaDoc.
• List all documents linked to this Salesforce opportunity.
• Move this document back to draft status in PandaDoc.
• Check the audit trail for who viewed and signed this document.
• Set up a reminder for documents that haven't been signed in 5 days.
• Attach the supporting files to this PandaDoc agreement.
• Tell me the current status of all invoices sent this month in PandaDoc.

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	Creates or refreshes authentication credentials for accessing PandaDoc services.
listDocuments	Retrieves a list of documents from your PandaDoc account.
createDocument	Creates a new document in PandaDoc with specified content and settings.
statusDocument	Retrieves the current status of a specific document.
deleteDocument	Removes a document from your PandaDoc account.
updateDocument	Modifies the content or properties of an existing document.
updateDocumentAutoReminderSettings	Updates automatic reminder settings for a document.
getDocumentAutoReminderSettings	Retrieves the automatic reminder configuration for a document.
statusDocumentAutoReminder	Checks the status of automatic reminders for a document.
documentESignDisclosure	Retrieves electronic signature disclosure information for a document.
changeDocumentStatus	Changes the status of a document to a new state.
documentRevertToDraft	Returns a document to draft status for further editing.
detailsDocument	Retrieves complete details and metadata for a specific document.
sendDocument	Sends a document to specified recipients for review or signature.
createDocumentEditingSession	Establishes a session for editing a document.
createDocumentLink	Generates a shareable link for embedded document signing.
downloadDocument	Downloads a document file to your local system.
downloadProtectedDocument	Downloads a completed or finalized document securely.
listDocumentsByLinkedObject	Retrieves documents associated with a specific linked object.
listLinkedObjects	Retrieves objects linked to documents in your account.
createLinkedObject	Links an external object to documents in PandaDoc.
deleteLinkedObject	Removes a linked object association from documents.
listDocumentAttachments	Retrieves attachments associated with a specific document.
createDocumentAttachment	Adds a file attachment to a document.
detailsDocumentAttachment	Retrieves information about a document attachment.
deleteDocumentAttachment	Removes an attachment from a document.
downloadDocumentAttachment	Downloads an attached file from a document.
listDocumentFields	Retrieves all fields and form elements in a document.
createDocumentFields	Adds new fields or form elements to a document.
listDocumentAuditTrail	Retrieves the activity log and history for a document.
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.