# PandaDoc MCP Server

**Category:** 💻 Developer Tools  
**Repository:** https://github.com/PandaDoc/mcp-server-guide  
**Views:** 0  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/pandadoc-mcp-server

## Description
PandaDoc MCP server for creating, sending, signing, and tracking PandaDoc documents.

## Claude Desktop Quick Installation
Heuristic fallback — verify the package name and runner against the repository README before running it. Uses `npx` (confidence: low):

```json
"mcpServers": {
  "pandadoc-mcp-server": {
    "command": "npx",
    "args": ["-y","pandadoc-mcp-server"]
  }
}
```

## Documentation & README

<div align="center">

<picture>
  <source media="(
  )" srcset="./pd-mark_green_pd_white.svg">
  <img src="./pd-mark_black_pd.svg" alt="PandaDoc" width="90">
</picture>

# PandaDoc MCP Server Guide

Configuration files, skills, and tools to integrate PandaDoc with LLMs and agent frameworks.

[![License: MIT](https://img.shields.io/badge/License-MIT-green.svg)](LICENSE)
[![Documentation](https://img.shields.io/badge/docs-developers.pandadoc.com-blue.svg)](https://developers.pandadoc.com/docs/how-to-use-the-pandadoc-mcp-server)

</div>

---

PandaDoc hosts a remote MCP server at [https://mcp.pandadoc.com/v1/mcp](https://mcp.pandadoc.com/v1/mcp). This allows secure MCP client access via OAuth. View the docs [here](https://developers.pandadoc.com/docs/how-to-use-the-pandadoc-mcp-server).

> [!NOTE]
> PandaDoc document creation, sending, and other operations volume and limits are also applied to the PandaDoc MCP server.
>
> Existing rate limits for the PandaDoc Public API also apply to PandaDoc MCP server tools. More information on Public API limits can be found in: https://developers.pandadoc.com/reference/limits

## Table of Contents

- [Installation & Setup](#installation--setup)
  - [Claude Desktop](#claude-desktop)
  - [Claude Code](#claude-code)
  - [Cline](#cline)
  - [OpenCode](#opencode)
  - [Codex](#codex)
  - [Cursor](#cursor)
  - [VS Code](#vs-code)
  - [Gemini (powered by Gemini CLI)](#gemini-powered-by-gemini-cli)
- [License](#license)

## Installation & Setup

Different MCP clients require slightly different setups. Follow the instructions below for your specific client to connect to the PandaDoc MCP server.

### Claude Desktop

To set up the PandaDoc MCP server in Claude Desktop:

1. Open Claude Desktop and go to **"Customize" → "Connectors"**.
2. Click the **"+"** button, then select **"... Add custom connector"**.
3. On the "Add custom connector" screen, enter:

   - Name: `PandaDoc`
   - Remote MCP server URL: [https://mcp.pandadoc.com/v1/mcp](https://mcp.pandadoc.com/v1/mcp)
   - Click **Add**

4. Click **Connect** to begin the authentication process. An external page will open.
5. Click **Allow access** to consent and begin the authentication process with PandaDoc.
6. Click **Authorize** to authenticate and allow Claude to access your PandaDoc account.
7. After authentication completes, you should be prompted with an alert. Press **"Open Claude"** to go back to Claude Desktop.
8. Back in the Claude app, you should see PandaDoc listed as one of your custom connectors, and you're ready to start prompting in Claude.

### Claude Code

To set up the PandaDoc MCP server in Claude Code:

1. Open your terminal, run the following command, then press **Enter**:
   `claude mcp add pandadoc --transport http https://mcp.pandadoc.com/v1/mcp`
2. Type `claude` to start Claude Code.
3. Type `/mcp` and press **Enter** to open the list of MCP servers you have installed.
4. Use the arrow keys to navigate to the PandaDoc server and press **Enter** to begin the authentication process. An external page will open.
5. Click **Allow access** to consent and begin the authentication process with PandaDoc.
6. Click **Authorize** to authenticate and allow Claude Code to access your PandaDoc account.
7. Once authentication completes, head back to the terminal and run the `/mcp` command again.
8. The PandaDoc server should now display as connected, and you're ready to start prompting in Claude Code.

### Cline

To set up the PandaDoc MCP server with Cline:

1. Install or update the Cline CLI:

   ```sh
   npm install -g cline
   ```

2. Open your terminal and start the Cline MCP installation wizard:

   ```sh
   cline mcp add pandadoc --transport streamable-http https://mcp.pandadoc.com/v1/mcp
   ```

3. Review the prefilled server details in the wizard and complete the setup.
4. Continue to PandaDoc in your browser when prompted to authenticate.
5. Click **Allow access**, then **Authorize**, to allow Cline to access your PandaDoc account.
6. Return to Cline after authentication and verify that the PandaDoc server is connected.

You can reopen the MCP management interface at any time by running `cline mcp`.

No local PandaDoc package, source code, API key, or environment variable is required. Authentication is handled through PandaDoc OAuth.

### OpenCode

To set up the PandaDoc MCP server in OpenCode:

1. Open your terminal and run: `opencode mcp add`
2. Press **Enter** to start the process.
3. When OpenCode asks for the MCP server name, type `pandadoc` and press **Enter**.
4. When OpenCode asks for the MCP server type, use the arrow keys to navigate to **"Remote"** and press **Enter**.
5. When OpenCode asks for the MCP server URL, type [https://mcp.pandadoc.com/v1/mcp](https://mcp.pandadoc.com/v1/mcp) and press **Enter**.
6. When OpenCode asks if the server requires OAuth authentication, navigate to **"Yes"** and press **Enter**.
7. When OpenCode asks "Do you have a pre-registered client ID?", navigate to **"No"** and press **Enter**.
8. OpenCode should finish with the message: "MCP server added successfully".
9. Authenticate with your PandaDoc account by running: `opencode mcp auth pandadoc`
10. Press **Enter** to begin the authentication process. An external page will open.
11. Click **Allow access** to consent and begin the authentication process with PandaDoc.
12. Click **Authorize** to authenticate and allow OpenCode to access your PandaDoc account.
13. Once authentication completes, head back to the terminal and start OpenCode with the command `opencode`.
14. Inside OpenCode, type `/mcp` in the prompt and press **Enter**.
15. You should see "pandadoc" listed as "connected".
16. Press **ESC** and you're ready to start prompting in OpenCode.

### Codex

To set up the PandaDoc MCP server in Codex desktop:

1. Open Codex and click **"Settings → Settings"** in the lower-left corner.
2. In the settings view, select **"MCP servers"**.
3. In the MCP servers listing, select **"+ Add server"**.
4. On the "Connect to a custom MCP" screen, enter:

   - Name: `PandaDoc`
   - Select **"Streamable HTTP"**
   - URL: [https://mcp.pandadoc.com/v1/mcp](https://mcp.pandadoc.com/v1/mcp)

5. Click **Save**.
6. Back in the MCP servers list, an **"Authenticate"** button should appear next to the settings gear icon. Click it to begin the authentication process. An external page will open.
7. Click **Allow access** to consent and begin the authentication process with PandaDoc.
8. Click **Authorize** to authenticate and allow Codex to access your PandaDoc account.
9. Once authentication completes, head back to the Codex window, and you're ready to start prompting in Codex.

### Cursor

To set up the PandaDoc MCP server in Cursor:

1. Open the command palette:

   - macOS: `CMD + Shift + P`
   - Windows/Linux: `CTRL + Shift + P`

2. From the list, select **"View: Open MCP Settings"** and press **Enter**.
3. Select **"Tools & MCPs"**.
4. Under **"Installed MCP Servers"**, click the **"New MCP Server"** button.
5. An `mcp.json` file should open. Add the PandaDoc MCP server inside the `mcpServers` object. It should look like this:

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

   **Note:** if you already had an MCP server configured, make sure the commas are in the right place, for example:

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

6. Save the file and go back to the previous "Tools & MCPs" screen.
7. An **"Authenticate"** button should appear. Click it to begin the authentication process. An external page will open.
8. Click **Allow access** to consent and begin the authentication process with PandaDoc.
9. Click **Authorize** to authenticate and allow Cursor to access your PandaDoc account.
10. Once authentication completes, head back to the Cursor app, and you're ready to start prompting.

### VS Code

To set up the PandaDoc MCP server in VS Code:

1. Make sure you have GitHub Copilot enabled.
2. Open the command palette and select **"MCP: Add server..."**:

   - macOS: `CMD + Shift + P`
   - Windows/Linux: `CTRL + Shift + P`

3. Select **HTTP**.
4. Paste the server URL https://mcp.pandadoc.com/v1/mcp in the search bar, then hit **Enter**.
5. Type `PandaDoc` when it asks for a server ID, then hit **Enter**.
6. Your `mcp.json` file should be displayed with the PandaDoc MCP server configuration.
7. VS Code will prompt with an alert to allow authentication. Press the **Allow** button.
8. Another alert with a URL will be displayed. Click the **Open** button to begin the authentication process. An external page will open.
9. Click **Allow access** to consent and begin the authentication process with PandaDoc.
10. Click **Authorize** to authenticate and allow VS Code to access your PandaDoc account.
11. Once authentication completes, head back to the VS Code window, and you're ready to start prompting in VS Code.

### Gemini (powered by Gemini CLI)

To set up the PandaDoc MCP server for use with [Gemini](https://geminicli.com/):

1. Open your terminal and go to the folder where you want to work.
2. Run the following command: `gemini extensions install https://github.com/PandaDoc/mcp-server-guide`
3. Press **Enter** to start the process.

---

Instructions vary depending on the client. For other clients, ask your client how to add an MCP server or check your client's documentation.

## License

[MIT](LICENSE)