# PandaDoc

Wires PandaDoc into your coding agent: build documents from templates, send them for signing, pull PDFs back. Useful when contracts live in PandaDoc.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 13
- Author: mindstone
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/mindstone/mcp-servers/tree/HEAD/connectors/pandadoc
- Updated: 2026-10-22
- HTML: https://affpapa.org/en/nevibecode/mcp/pandadoc

## What it does

The server exposes 15 tools to the agent. Documents can be listed and searched, checked for status, built from a template or an uploaded file, sent to recipients, shared as a view/sign link, and downloaded as PDF. Templates, folders, contacts and content library blocks each get their own tools.

It runs with `npx -y @mindstone/mcp-server-pandadoc`. You need Node.js 20+ and a `PANDADOC_API_KEY` from the Developer Dashboard, passed as an environment variable when you register the server.

One catch: `create_document_from_url` only takes a publicly reachable HTTPS PDF. The connector resolves the host's DNS and follows redirects itself, so the address has to open from the machine where the server runs. A local file or a link behind auth won't work there — use `upload_document` instead.

## Requirements
- Needs: Node.js (commands run via npx)
- Environment variables: `PANDADOC_API_KEY`, `MCP_WORKSPACE_PATH` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add --env PANDADOC_API_KEY=<PANDADOC_API_KEY> --env MCP_WORKSPACE_PATH=<MCP_WORKSPACE_PATH> --transport stdio pandadoc -- npx -y @mindstone/mcp-server-pandadoc
```
Replace <…> with your own values

### Codex

**Platform CLI**
```bash
codex mcp add pandadoc --env PANDADOC_API_KEY=<PANDADOC_API_KEY> --env MCP_WORKSPACE_PATH=<MCP_WORKSPACE_PATH> -- npx -y @mindstone/mcp-server-pandadoc
```
Replace <…> with your own values

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "pandadoc": {
            "command": "npx",
            "args": [
                "-y",
                "@mindstone/mcp-server-pandadoc"
            ],
            "env": {
                "PANDADOC_API_KEY": "<PANDADOC_API_KEY>",
                "MCP_WORKSPACE_PATH": "<MCP_WORKSPACE_PATH>"
            }
        }
    }
}
```
Replace <…> with your own values

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "pandadoc": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "@mindstone/mcp-server-pandadoc"
            ],
            "env": {
                "PANDADOC_API_KEY": "<PANDADOC_API_KEY>",
                "MCP_WORKSPACE_PATH": "<MCP_WORKSPACE_PATH>"
            }
        }
    }
}
```
Replace <…> with your own values

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e PANDADOC_API_KEY=<PANDADOC_API_KEY> -e MCP_WORKSPACE_PATH=<MCP_WORKSPACE_PATH> pandadoc npx -y @mindstone/mcp-server-pandadoc
```
Replace <…> with your own values

## When to use it
- generate a contract from a template with recipients and tokens filled in
- send a document out for signature and hand the client a link
- check where a document stands without opening the web app
- turn an existing PDF or DOCX into a PandaDoc document
- find a template or content library block by name

## Example prompts
- Create a document from the `NDA` template, set the recipient from my contacts, and send it for signing
- What's the status of the latest contract with this client?
- Download the signed document as PDF into the project

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From the same set: [mindstone/mcp-servers](https://affpapa.org/en/nevibecode/by/mindstone/mcp-servers.md) — 13 cards

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