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PandaDoc MCP

Use the PandaDoc MCP with MCP clients like Claude Desktop, Cursor, or Windsurf to create AI agents with powerful skills that understand and interact with your data - it's free.

Use PandaDoc MCP

Contributors to PandaDoc MCP

You
You
@onyedikachi-david

PandaDoc MCP Instructions

1

Connect Your PandaDoc Account

Sign up for an Activepieces account and connect your PandaDoc account to get started.

2

Get Your MCP Server URL

Get your MCP server URL and install it in your preferred AI client (Claude Desktop, Cursor, or Windsurf).

3

Use AI to Control PandaDoc

Simply ask your AI assistant to help you with PandaDoc tasks, and it will handle the rest.

PandaDoc Tools

Create Document from Template

Creates a document from a PandaDoc Template.

Create Attachment

Adds an attachment to a document.

Create or Update Contact

Creates a new or update an existing contact.

Find Document(s)

Finds documents based various filter.

Get Document Attachment

Retrieves details of a specific attachment from a document.