Is the PandaDoc MCP server free?

Yes. Activepieces is open source and free to start, and the MCP server is included on every plan, from the free cloud tier to any self-hosted deployment.

How do I connect PandaDoc to Claude or Cursor?

Connect PandaDoc in Activepieces, enable the server under Settings → MCP Server, then paste your server URL into your client config. It authenticates over OAuth on first use.

What can my agent do in PandaDoc?

It can call 8 tools, including Create Document from Template, Create Attachment, Create or Update Contact, and chain them with steps in other apps inside the same run.

Is it safe to let an agent call PandaDoc?

Connections use OAuth2 with limited scopes and are stored under 256-bit encryption, with no API to read them back, so an agent gets scoped access rather than your keys.

PandaDoc MCP server

Give your AI assistant 8 tools it can call in PandaDoc, over one server URL.

PandaDoc is not a separate install. One Activepieces MCP server exposes it alongside 760+ other apps, behind a single URL.

Start building See the PandaDoc integration

Tools: 8
Works with: Any MCP client
Auth: API key
License: MIT, open source
Updated: October 2026

About the PandaDoc MCP server

Connect PandaDoc once in Activepieces and every action it ships becomes a tool your assistant can call, behind the same server URL as the rest of your apps. Your agent reaches PandaDoc and 760+ other apps over a single connection, on our cloud or a self-hosted install.

Tools

PandaDoc tools your AI can run

Once connected, your assistant can call any of these PandaDoc actions by asking in plain language.

Create Document from Template
Creates a document from a PandaDoc Template.
8 fields
Create Attachment
Adds an attachment to a document.
3 fields
Create or Update Contact
Creates a new or update an existing contact.
17 fields
Find Document(s)
Finds documents based various filter.
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.
8 fields
Custom API Call
Make a custom API call to a specific endpoint
10 fields

Triggers

PandaDoc events your agent can watch

These start a run the moment something happens in PandaDoc, so work gets picked up on its own.

Document Completed
Triggers when a document is completed.
2 fields
Document State Changed
Triggers when a document status changes.
1 field
Document Updated
Triggers when a document is updated.
3 fields

Give your assistant PandaDoc

Connect PandaDoc once and every tool above is callable from Claude, Cursor or any MCP client, behind the same server URL as 760+ other apps. Free to start.

Get your server URL Talk to sales

PandaDoc MCP, answered.

No. That is the point of it. One Activepieces server exposes PandaDoc alongside every other piece you connect, so your client keeps a single connection.