# PandaDoc MCP

Connects AI agents to the PandaDoc API and a local document store. It tracks stalled proposals, recipient engagement, and open quote value directly from your workspace.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed · ★ 63
- Author: Servosity
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/Servosity/msp-skills/tree/HEAD/skills/pandadoc
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/pandadoc-mcp

## What it does

This server exposes PandaDoc API endpoints to your AI assistant alongside a local document storage layer. It extracts data on stalled proposals, document age, and recipient views. Open quote values compute straight from local storage.

The tool installs as two separate binaries, `pandadoc-cli` and `pandadoc-mcp`. Every MCP command shells out directly to the companion CLI. Run `pandadoc-cli --version` to verify the installation.

The connector must only run via stdio. Starting it with `--transport http` binds to every network interface without any password, leaving the endpoint exposed to arbitrary local browser requests.

## Requirements
- Environment variables: `PANDADOC_API_KEY`, `PANDADOC_BASE_URL` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Install**
- The MCP registry has no launch command for it: see the repository README

## When to use it
- Query stalled proposals and unsigned documents
- Track recipient engagement and document viewing activity
- Calculate the total value of open quotes locally
- Execute PandaDoc API requests through agent tool calls

## Example prompts
- Check the status of the latest proposal and see if the recipient opened it
- List stalled PandaDoc documents and calculate the total open quote value
- Run pandadoc-cli through the agent to inspect pending contract signatures

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From the same set: [servosity/msp-skills](https://affpapa.org/en/nevibecode/by/servosity/msp-skills.md) — 73 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md