# PandaDoc MCP Server

Connects an AI assistant to PandaDoc for document, signature, and status work. Use it to review agreements or prepare new documents.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 2
- Author: PandaDoc
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/PandaDoc/mcp-server-guide
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/mcp/pandadoc-mcp-server

## What it does

PandaDoc MCP Server lets an assistant work with PandaDoc documents. It can find agreements, report signing progress, show which recipients still need to sign, and summarize payment terms or obligations. It can also create a document from a template, send it for signature, and inspect follow-up needs.

PandaDoc hosts the server and exposes it through Streamable HTTP with OAuth sign-in. You do not run a local server: connect the endpoint, sign in to PandaDoc, choose a workspace, and approve the assistant’s access. Global accounts use `https://mcp.pandadoc.com/v1/mcp`; European accounts use the regional endpoint.

For Claude Code, add the endpoint with `claude mcp add --transport http mcp https://mcp.pandadoc.com/v1/mcp`, then open `/mcp` and authorize PandaDoc. Without that authorization, the assistant cannot access your documents.

## Requirements
- Remote server: `https://mcp.pandadoc.com/v1/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http mcp https://mcp.pandadoc.com/v1/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add pandadoc-mcp-server --url https://mcp.pandadoc.com/v1/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "pandadoc-mcp-server": {
            "url": "https://mcp.pandadoc.com/v1/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "pandadoc-mcp-server": {
            "type": "http",
            "url": "https://mcp.pandadoc.com/v1/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http pandadoc-mcp-server https://mcp.pandadoc.com/v1/mcp
```

## When to use it
- check who still needs to sign a contract
- find documents waiting for signatures
- summarize payment terms and key obligations
- create an agreement from a template and send it
- identify signed agreements approaching renewal

## Example prompts
- Check the Acme contract and tell me who still needs to sign it.
- Summarize the payment terms and main obligations in this agreement.
- Create an NDA for Acme from the standard template and let me review it before sending.

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