PandaDoc MCP Server Guide

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

PandaDoc hosts a remote MCP server at https://mcp.pandadoc.com/v1/mcp. This allows secure MCP client access via OAuth. View the docs here.

[!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
  • Claude Desktop
  • Claude Code
  • Cline
  • OpenCode
  • Codex
  • Cursor
  • VS Code
  • Gemini (powered by Gemini CLI)
• 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
   • 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:

   Terminal

   Copy

   npm install -g cline
   

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

   sh

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   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 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

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:

   config.json

   Copy

   {
     "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:

   config.json

   Copy

   {
     "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:

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