# PandaDoc MCP server

> Create, send, sign and track PandaDoc documents from your AI assistant.

- Listing: https://mcp.tc/i/pandadoc
- Connect: use the server's own URL `https://mcp.pandadoc.com/v1/mcp` (OAuth sign-in at the server); clients connect to it directly. The listing link is a page, not an MCP endpoint.
- Type: remote (Streamable HTTP)
- Auth: OAuth sign-in
- Category: [Productivity & Projects](https://mcp.tc/c/productivity)
- Vendor: PandaDoc
- Homepage: <https://developers.pandadoc.com/docs/getting-started-with-mcp>
- Repository: <https://github.com/PandaDoc/mcp-server-guide>

## About

Connects an AI assistant to a PandaDoc account so it can create, send, sign and track documents using natural language instructions. It works with clients such as Claude Desktop, Claude Code, Cursor, VS Code, Codex, Cline, OpenCode, Kiro and Gemini CLI.

The server is hosted by PandaDoc at https://mcp.pandadoc.com/v1/mcp over streamable HTTP. Users sign in with PandaDoc OAuth and approve read and write access. No local package, API key or environment variable is needed. PandaDoc Public API rate limits and document volume limits also apply to the MCP tools.

## What it can do

- Create PandaDoc documents
- Send documents to recipients
- Sign documents
- Track document status
- Sign in securely with PandaDoc OAuth

## Example prompts

- "Create a new PandaDoc document for Acme and send it for signature"
- "Which of my PandaDoc documents are still waiting to be signed?"
- "Send the latest proposal to jane@example.com"
- "Check the status of the Acme contract in PandaDoc"

## Install

### Claude Code

1. Run this in a terminal, in your project folder:

```bash
claude mcp add --transport http pandadoc https://mcp.pandadoc.com/v1/mcp
```

2. Start Claude Code, type `/mcp`, pick **pandadoc** and choose **Authenticate**. A browser window opens for the PandaDoc sign-in.

Add `--scope user` to make it available in every project, not just this one.

### Claude Desktop

1. Open **Settings → Connectors** and click **Add custom connector**.

2. Name it **PandaDoc** and paste this URL:

```url
https://mcp.pandadoc.com/v1/mcp
```

3. Click **Add**, then **Connect**, and sign in when PandaDoc asks.

Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too.

### claude.ai

1. Open the connector form on claude.ai. This button fills in the name and URL for you:

[Add to claude.ai](<https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=PandaDoc&connectorUrl=https%3A%2F%2Fmcp.pandadoc.com%2Fv1%2Fmcp>) (opens connector settings)

2. Check that the URL reads `https://mcp.pandadoc.com/v1/mcp` and click **Add**.

3. Click **Connect** and sign in when PandaDoc asks.

Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under **Organization settings → Connectors**.

### ChatGPT

1. On chatgpt.com, open **Settings → Security and login** and turn on **Developer mode**.

2. Go to `chatgpt.com/plugins` and click **+** to create an app for a remote MCP server.

3. Paste `https://mcp.pandadoc.com/v1/mcp` as the server URL and choose **OAuth**. ChatGPT sends you to PandaDoc to sign in.

Developer mode is available on the web for Plus, Pro, Business, Enterprise and Education accounts.

### Cursor

[Add to Cursor](<https://cursor.com/install-mcp?name=pandadoc&config=eyJ1cmwiOiJodHRwczovL21jcC5wYW5kYWRvYy5jb20vdjEvbWNwIn0%3D>) (opens Cursor)

Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project):

`mcp.json`:

```json
{
  "mcpServers": {
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}
```

Cursor shows **Needs login** next to the server. Click it to sign in.

### VS Code

[Install in VS Code](<https://vscode.dev/redirect/mcp/install?name=pandadoc&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.pandadoc.com%2Fv1%2Fmcp%22%7D>) (opens VS Code)

Or from a terminal:

```bash
code --add-mcp '{"name":"pandadoc","type":"http","url":"https://mcp.pandadoc.com/v1/mcp"}'
```

Or commit it to the repo in `.vscode/mcp.json`:

`.vscode/mcp.json`:

```json
{
  "servers": {
    "pandadoc": {
      "type": "http",
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}
```

VS Code asks you to sign in the first time the server starts.

### Devin Desktop

1. Add it to `~/.config/devin/mcp_config.json` (macOS and Linux) or `%APPDATA%\devin\mcp_config.json` (Windows):

`mcp_config.json`:

```json
{
  "mcpServers": {
    "pandadoc": {
      "serverUrl": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}
```

2. Refresh the MCP server list in Cascade and sign in when asked.

Devin Desktop is the new name for Windsurf. It reads `serverUrl` (or `url`) for remote servers.

### Codex

```bash
codex mcp add pandadoc --url https://mcp.pandadoc.com/v1/mcp
codex mcp login pandadoc
```

Or edit `~/.codex/config.toml` directly:

`config.toml`:

```toml
[mcp_servers.pandadoc]
url = "https://mcp.pandadoc.com/v1/mcp"
```

### Gemini CLI

```bash
gemini mcp add --transport http pandadoc https://mcp.pandadoc.com/v1/mcp
```

Then, inside Gemini CLI, run `/mcp auth pandadoc` to sign in.

This adds it to the current project. Add `-s user` to use it everywhere.

### Any client

Most clients accept this shape. Some name the URL field differently: `serverUrl` in Devin Desktop, `httpUrl` in Gemini CLI’s settings file.

```json
{
  "mcpServers": {
    "pandadoc": {
      "type": "http",
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}
```

Zed puts servers under `context_servers` in its settings. Cline needs `"type": "streamableHttp"`, or it assumes SSE.

Client only starts local servers? Bridge it with `npx -y mcp-remote https://mcp.pandadoc.com/v1/mcp`.

## Details

- Server version: 1.0.0
- Last checked: 2026-10-03 (reachable, asks for credentials)
- Listed: 2026-10-03
- Updated: 2026-10-03

---
Source: https://mcp.tc/i/pandadoc (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report