Getting Started with MCP

The PandaDoc MCP server brings PandaDoc directly into your preferred agentic tools.

Agents can support you while you want to read, write or take informed decisions based on your PandaDoc documents and templates.

With new write capabilities, agents can now also create and update PandaDoc documents directly. Send documents, update variables, search for a NDA or to change the expiration date of all your contracts at one prompt, you can do it all via the PandaDoc MCP.

To get started:)

Set up the PandaDoc MCP server

To set up the remote PandaDoc MCP server, follow the steps for your client. PandaDoc provides instructions for several common clients:

To set up the PandaDoc MCP server in Claude Code:

Open your terminal, and run the following command into your terminal:

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

Press Enter to start the process.
Type /mcp and press Enter to open list of MCP servers you have installed.
Use the arrow key to navigate to the PandaDoc server and press Enter to start the authorization page.
Press Enter again to begin the authentication process. An external page will open.
Then click Authorize to authenticate and allow Claude Code to access your PandaDoc account.
After you finished the authentication, head back to the terminal and enter the /mcp command again.
Under the Installed tab, the PandaDoc server should now display as connected, and you’re ready to start prompting in Claude Code.

The instructions vary depending on the client. For instructions about installing skills for other clients, ask your client how to add a server or check your client’s documentation: Supported MCP clients

Start using the PandaDoc MCP server

Dive in! Here are some example prompts to get you started:

Use Case	Example Instruction
Create documents	"Create a new contract from the `Master Services Agreement` template for Acme Corp with a $50,000 contract value."
Track status	"Find all documents currently waiting for signatures, showing recipient names and how long they've been pending."
Send reminders	"Send reminder emails to all recipients who haven't signed in the last 7 days."
Search & filter	"Show me all contracts worth more than $100,000 that were signed last quarter."
Analytics	"Create a report showing document completion rates by month and average signing time."

See the full Prompt Library for more categories and examples.