PandaDoc

by PandaDoc

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About

Create, send, e-sign, and track PandaDoc documents from any AI client — search templates, create from templates, send for signature, and check status via OAuth.

Details

Author: PandaDoc
Downloads: 303
Categories: Productivity, Security, Search, Knowledge Base

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name PandaDoc

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

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

JSON

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

JSON

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

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

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

JSON

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

JSON

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

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

From the repository

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

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

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

McpServers

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

Create, send, e-sign, and track PandaDoc documents from any AI client — search templates, create from templates, send for signature, and check status via OAuth.

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

PandaDoc hosts a remote MCP server athttps://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

- Installation & Setup

- Claude Desktop
- Claude Code
- Cline
- OpenCode
- Codex
- Kiro
- Cursor
- VS Code
- Gemini (powered by Gemini CLI)

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

To set up the PandaDoc MCP server in Claude Desktop:
-

Open Claude Desktop and go to"Customize" → "Connectors".

Click the"+"button, then select"... Add custom connector".

On the "Add custom connector" screen, enter:

- Name:PandaDoc
- Remote MCP server URL:https://mcp.pandadoc.com/v1/mcp
- ClickAdd

ClickConnectto begin the authentication process. An external page will open.

ClickAllow accessto consent and begin the authentication process with PandaDoc.

ClickAuthorizeto authenticate and allow Claude to access your PandaDoc account.

After authentication completes, you should be prompted with an alert. Press"Open Claude"to go back to Claude Desktop.

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.

To set up the PandaDoc MCP server in Claude Code:
- Open your terminal, run the following command, then pressEnter:claude mcp add pandadoc --transport http https://mcp.pandadoc.com/v1/mcp
- Typeclaudeto start Claude Code.
- Type/mcpand pressEnterto open the list of MCP servers you have installed.
- Use the arrow keys to navigate to the PandaDoc server and pressEnterto begin the authentication process. An external page will open.
- ClickAllow accessto consent and begin the authentication process with PandaDoc.
- ClickAuthorizeto authenticate and allow Claude Code to access your PandaDoc account.
- Once authentication completes, head back to the terminal and run the/mcpcommand again.
- The PandaDoc server should now display as connected, and you're ready to start prompting in Claude Code.

To set up the PandaDoc MCP server with Cline:

Open your terminal and start the Cline MCP installation wizard:

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

Review the prefilled server details in the wizard and complete the setup.

Continue to PandaDoc in your browser when prompted to authenticate.

ClickAllow access, thenAuthorize, to allow Cline to access your PandaDoc account.

Return to Cline after authentication and verify that the PandaDoc server is connected.

You can reopen the MCP management interface at any time by runningcline mcp.

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

To set up the PandaDoc MCP server in OpenCode:
- Open your terminal and run:opencode mcp add
- PressEnterto start the process.
- When OpenCode asks for the MCP server name, typepandadocand pressEnter.
- When OpenCode asks for the MCP server type, use the arrow keys to navigate to"Remote"and pressEnter.
- When OpenCode asks for the MCP server URL, type https://mcp.pandadoc.com/v1/mcpand pressEnter.
- When OpenCode asks if the server requires OAuth authentication, navigate to"Yes"and pressEnter.
- When OpenCode asks "Do you have a pre-registered client ID?", navigate to"No"and pressEnter.
- OpenCode should finish with the message: "MCP server added successfully".
- Authenticate with your PandaDoc account by running:opencode mcp auth pandadoc
- PressEnterto begin the authentication process. An external page will open.
- ClickAllow accessto consent and begin the authentication process with PandaDoc.
- ClickAuthorizeto authenticate and allow OpenCode to access your PandaDoc account.
- Once authentication completes, head back to the terminal and start OpenCode with the commandopencode.
- Inside OpenCode, type/mcpin the prompt and pressEnter.
- You should see "pandadoc" listed as "connected".
- PressESCand you're ready to start prompting in OpenCode.

To set up the PandaDoc MCP server in Codex desktop:
-

Open Codex and click"Settings → Settings"in the lower-left corner.

In the settings view, select"MCP servers".

In the MCP servers listing, select"+ Add server".

On the "Connect to a custom MCP" screen, enter:

- Name:PandaDoc
- Select"Streamable HTTP"
- URL:https://mcp.pandadoc.com/v1/mcp

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.

ClickAllow accessto consent and begin the authentication process with PandaDoc.

ClickAuthorizeto authenticate and allow Codex to access your PandaDoc account.

Once authentication completes, head back to the Codex window, and you're ready to start prompting in Codex.

To install the PandaDoc power from its public GitHub repository:
- Open thePowerspanel and selectAdd Custom Power.
- SelectImport power from GitHub.
- Enterhttps://github.com/PandaDoc/mcp-server-guideand clickInstall.
- Ask Kiro to perform a PandaDoc task and complete the PandaDoc OAuth flow when prompted.

To set up the PandaDoc MCP server in Cursor:

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

From the list, select"View: Open MCP Settings"and pressEnter.

Under"Installed MCP Servers", click the"New MCP Server"button.

Anmcp.jsonfile should open. Add the PandaDoc MCP server inside themcpServersobject. It should look like this:

{ "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:

{ "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.

An"Authenticate"button should appear. Click it to begin the authentication process. An external page will open.

ClickAllow accessto consent and begin the authentication process with PandaDoc.

ClickAuthorizeto authenticate and allow Cursor to access your PandaDoc account.

Once authentication completes, head back to the Cursor app, and you're ready to start prompting.

To set up the PandaDoc MCP server in VS Code:
-

Make sure you have GitHub Copilot enabled.

Open the command palette and select"MCP: Add server...":

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

Paste the server URL https://mcp.pandadoc.com/v1/mcpin the search bar, then hitEnter.

TypePandaDocwhen it asks for a server ID, then hitEnter.

Yourmcp.jsonfile should be displayed with the PandaDoc MCP server configuration.

VS Code will prompt with an alert to allow authentication. Press theAllowbutton.

Another alert with a URL will be displayed. Click theOpenbutton to begin the authentication process. An external page will open.

ClickAllow accessto consent and begin the authentication process with PandaDoc.

ClickAuthorizeto authenticate and allow VS Code to access your PandaDoc account.

Once authentication completes, head back to the VS Code window, and you're ready to start prompting in VS Code.

To set up the PandaDoc MCP server for use with Gemini:
- Open your terminal and go to the folder where you want to work.
- Run the following command:gemini extensions install https://github.com/PandaDoc/mcp-server-guide
- PressEnterto 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.

- For help, visit the PandaDoc Help Center.
- Review the PandaDoc Privacy Notice.

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Setting up with Highlight

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