PandaDoc MCP server

Create Document from Template

Creates a document from a PandaDoc Template.

9 fields

Create Attachment

Adds an attachment to a document, from a file URL or an uploaded file.

4 fields

Create or Update Contact

Creates a new or update an existing contact.

17 fields

Find Document(s)

Finds documents using filters such as name, status, template, folder, contact and dates.

22 fields

Get Document Attachment

Retrieves details of a specific attachment from a document.

2 fields

Get Document

Retrieves comprehensive document data.

1 field

Download Document

Downloads a document as PDF (or a zip of PDFs, one per section).

9 fields

Send Document

Sends a draft document to its recipients for viewing or signing.

5 fields

Create Document from File

Creates a document from a PDF (or DOCX) file or a public file URL.

10 fields

Create Signing Link

Creates a temporary link a recipient can open to view and sign a sent document.

3 fields

Send Document Reminder

Emails a reminder to recipients who have not yet completed a sent document.

4 fields

Update Document Status

Manually marks a document as completed, paid, voided or declined.

4 fields

Delete Document

Deletes a document.

1 field

Move Document to Folder

Moves a document into a folder.

2 fields

Add Document Recipient

Adds a contact as a recipient of a draft document.

2 fields

List Document Fields

Lists the fields of a document with their current values.

1 field

List Templates

Lists or searches templates.

5 fields

Get Template Details

Gets a template with its roles, fields and variables.

1 field

List Document Folders

Lists document folders, optionally inside a parent folder.

3 fields

Create Document Folder

Creates a folder for documents.

2 fields

Find Contacts

Finds contacts by exact email, or lists all contacts.

1 field

Delete Contact

Deletes a contact.

1 field

Custom API Call

Make a custom API call to a specific endpoint

10 fields

Document Completed

Triggers when a document is completed (all recipients have signed or approved).

2 fields

Document State Changed

Triggers when a document status changes.

1 field

Document Updated

Triggers when a sent document is moved back to draft so it can be edited.

3 fields

Recipient Completed

Triggers when one recipient finishes their part of a document (signs or approves).

2 fields

Document Deleted

Triggers when a document is deleted.

Document Creation Failed

Triggers when PandaDoc fails to create a document requested through the API (for example a bad file or missing field values).