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 Desktop:

Open your Claude Desktop and go to "Customize" -> "Connectors" and click on "Browse"
Type "PandaDoc" in the search input
Click on the PandaDoc box and click Connect to begin the authentication process. An external page will open.
Then click Allow access to consent and begin the authentication process with PandaDoc.
Click Authorize to authenticate and allow Claude to access your PandaDoc account.
After you finished the authentication, you should be prompt with an alert. Press the button "Open Claude" to go back to Claude Desktop.
Go back to Claude app, and you should see PandaDoc as one of your Custom connectors, and you're ready to start prompting in Claude.

To set up the PandaDoc MCP server in Cursor:

Open the command palette.

On MacOS: CMD + Shift + P
On Windows/Linux: CTRL + Shift + P

A list will be displayed, select the option "View: Open MCP Settings" and press Enter
Select "Tools & MCPs"
Under "Installed MCP Servers", click in the button "New MCP Server"
It should open a mcp.json file, there make sure you add the PandaDoc MCP server inside the "mcpServers" object. It should look like this:

{
  "mcpServers": {
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

Node: if you had a previous MCP server configured, make sure you have the comas in the right place, for example:

{
  "mcpServers": {
    "mcp-sample-server": {
      "url": "https://mcp.sample.server.com/mcp"
    },
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

Save the file and go back to the previous "Tools & MCPs" screen.
A button "Authenticate" should be showing. Click on it to begin the authentication process. An external page will open.
Then click Allow access to consent and begin the authentication process with PandaDoc.
Then click Authorize to authenticate and allow Cursor to access your PandaDoc account.
After you finished the authentication, head back to the Cursor app, and you’re ready to start prompting in.

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.