Pandadoc MCP connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'pandadocmcp'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize Pandadoc MCP:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'pandadocmcp_documents_list',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "pandadocmcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Pandadoc MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="pandadocmcp_documents_list",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• List templates, documents — List templates with optional filters for search, tags, folder, and shared/deleted status
• Get templates details, documents summary, documents status — Get full details for a template including roles, fields, tokens, and pricing tables
• Create templates, documents — Create a new template from a publicly accessible PDF URL with optional name, folder, tokens, and owner
• Update documents — Update a draft document — name, recipients, fields, tokens, images, pricing tables, and metadata
• Change documents status — Manually change a document status to completed, expired, paid, or voided
• Send documents — Send a draft document to recipients for review and signature with optional message, subject, and CC settings

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

pandadocmcp_documents_archive#Archive a document by ID to remove it from active lists without permanently deleting it.1 param▾

Archive a document by ID to remove it from active lists without permanently deleting it.

NameTypeRequiredDescription

document_idstringrequiredDocument ID to archive

pandadocmcp_documents_audit_trail_get#Retrieve the full audit trail for a document, showing all events including views, signatures, and status changes.1 param▾

Retrieve the full audit trail for a document, showing all events including views, signatures, and status changes.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

pandadocmcp_documents_content_get#Get the content of a document in HTML or PDF format by document ID.2 params▾

Get the content of a document in HTML or PDF format by document ID.

NameTypeRequiredDescription

content_formatstringrequiredContent format to return. Must be one of: 'plaintext' or 'markdown'.

document_idstringrequiredDocument ID

pandadocmcp_documents_create#Create a new document from an existing template with optional recipients, tokens, fields, and metadata.15 params▾

Create a new document from an existing template with optional recipients, tokens, fields, and metadata.

NameTypeRequiredDescription

namestringrequiredNew document name

recipientsarrayrequiredList of recipients for the document

template_uuidstringrequiredTemplate UUID

content_placeholdersstringoptionalContent placeholders for content library blocks

detect_title_variablesstringoptionalUse title variables from template in document name

fieldsstringoptionalDocument fields as key-value pairs

folder_uuidstringoptionalDestination folder UUID

imagesstringoptionalImages to populate in template image blocks

metadatastringoptionalDocument metadata as key-value pairs

ownerstringoptionalDocument owner (email or membership_id)

pricing_tablesstringoptionalPricing tables

tablesstringoptionalTables

tagsstringoptionalDocument tags

textsstringoptionalText blocks to populate by name

tokensstringoptionalDocument tokens (variables) as name/value pairs

pandadocmcp_documents_create_from_markdown#Create a new PandaDoc document from Markdown content with optional recipients and role-based fields.5 params▾

Create a new PandaDoc document from Markdown content with optional recipients and role-based fields.

NameTypeRequiredDescription

document_markdownstringrequiredContent of the document in markdown

namestringrequiredName of the new document

folder_idstringoptionalID of the folder to create the document in. Optional, if not provided document will be created in root folder.

recipientsstringoptionalList of document recipients. Optional, if not provided document will be created without recipients.

role_fieldsstringoptionalList of roles with assigned fields. Optional, if not provided no fields will be assigned to recipients by default. MUST be used together with `recipients`: every role referenced here must match the `role` of a recipient in the `recipients` argument. Passing `role_fields` without a matching recipient role will cause an error.

pandadocmcp_documents_details_get#Retrieve full details for a document including metadata, recipients, fields, and status.1 param▾

Retrieve full details for a document including metadata, recipients, fields, and status.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

pandadocmcp_documents_fields_assign#Assign, reassign, or unassign document fields to recipients. Document must be in draft status.2 params▾

Assign, reassign, or unassign document fields to recipients. Document must be in draft status.

NameTypeRequiredDescription

assignmentsarrayrequiredList of field-to-recipient assignments. Each item maps a field UUID to a recipient UUID (or null to unassign).

document_idstringrequiredDocument ID

pandadocmcp_documents_list#List documents with optional filters for status, folder, tag, and search query. Returns paginated results.6 params▾

List documents with optional filters for status, folder, tag, and search query. Returns paginated results.

NameTypeRequiredDescription

countstringoptionalLimits the size of the response. Default is 50 documents, maximum is 100 documents.

folder_uuidstringoptionalFilters by the folder where the documents are stored.

pagestringoptionalPaginates the search result. Increase value to get the next page of results.

qstringoptionalFilters documents by name or reference number (stored on the template level).

statusstringoptionalFilters documents by the status. 0: document.draft, 1: document.sent, 2: document.completed, 3: document.uploaded, 4: document.error, 5: document.viewed, 6: document.waiting_approval, 7: document.approved, 8: document.rejected, 9: document.waiting_pay, 10: document.paid, 11: document.voided, 12: document.declined, 13: document.external_review.

tagstringoptionalFilters documents by tag.

pandadocmcp_documents_metadata_get#Get AI-extracted metadata fields from a document, combining document and content data into structured key-value pairs.3 params▾

Get AI-extracted metadata fields from a document, combining document and content data into structured key-value pairs.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

limitstringoptionalMaximum number of fields to return in one response. Omit for API default (100). Max 100.

offsetstringoptionalNumber of fields to skip before starting to collect the result set. For predictable paging, use multiples of `limit`.

pandadocmcp_documents_search#Full-text search across documents with optional filters for status, date range, and pagination.7 params▾

Full-text search across documents with optional filters for status, date range, and pagination.

NameTypeRequiredDescription

querystringrequiredFull-text search string (matches document content and metadata).

countstringoptionalPage size: public API ``count`` query param. Omit for default (30). Max 100.

date_filter_columnstringoptionalWhich document timestamp the date window applies to. If you set any date filter, set **all three** of ``date_filter_column``, ``from_date``, and ``to_date``. Allowed values: ``date_created``, ``date_expiration``, ``last_modified``, ``signature_date``, ``effective_date``.

from_datestringoptionalInclusive window start (ISO-8601), e.g. ``2026-03-01T00:00:00Z``. Use together with ``date_filter_column`` and ``to_date``.

pagestringoptionalPage number (1-based). Omit to use API default (1).

statusstringoptionalRestrict hits to these PandaDoc document status codes (omit to ignore status). 0 draft, 1 sent, 2 completed, 5 viewed, 6 waiting approval, 7 approved, 8 rejected, 9 waiting pay, 10 paid, 11 expired, 12 declined, 13 external review. Example: ``[1, 2]`` for sent or completed.

to_datestringoptionalInclusive window end (ISO-8601), e.g. ``2026-03-31T23:59:59Z``. Use together with ``date_filter_column`` and ``from_date``.

pandadocmcp_documents_send#Send a draft document to recipients for review and signature with optional message, subject, and CC settings.8 params▾

Send a draft document to recipients for review and signature with optional message, subject, and CC settings.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

forwarding_settingsstringoptionalSettings for document and signature forwarding. Controls whether recipients can forward the document or reassign their fields to another person.

messagestringoptionalA message that will be sent by email with a link to the document to sign.

reply_tostringoptionalEmail address used as reply-to for the document. Must be enabled for the account by support.

selected_approversstringoptionalConfiguration for selecting approvers from approval workflow groups. Copy 'steps' from the 'approval_execution' section of Document Details and set 'is_selected' to true for the desired approver.

senderstringoptionalSet a sender of a document as an email or membership_id.

silentstringoptionalIf true, disables email notifications for document recipients and the sender. Also disables scheduled reminders. Does not affect 'Approve document' email notification.

subjectstringoptionalValue that will be used as the email subject.

pandadocmcp_documents_status_change#Manually change a document status to completed, expired, paid, or voided.4 params▾

Manually change a document status to completed, expired, paid, or voided.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

statusintegerrequiredDocument status code (2=completed, 10=paid, 11=expired, 12=declined)

notestringoptionalOptional note for the status change

notify_recipientsbooleanoptionalWhether to notify recipients of the status change

pandadocmcp_documents_status_get#Get the current status of a document by ID.1 param▾

Get the current status of a document by ID.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

pandadocmcp_documents_summary_get#Get an AI-generated or standard summary for a document by ID.2 params▾

Get an AI-generated or standard summary for a document by ID.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

summary_typestringrequiredSummary granularity to return. Must be one of: 'detailed', 'short', or 'headline'.

pandadocmcp_documents_update#Update a draft document — name, recipients, fields, tokens, images, pricing tables, and metadata. Document must be in draft status.12 params▾

Update a draft document — name, recipients, fields, tokens, images, pricing tables, and metadata. Document must be in draft status.

NameTypeRequiredDescription

document_idstringrequiredDocument ID

fieldsstringoptionalDocument fields as key-value pairs

imagesstringoptionalImages

metadatastringoptionalDocument metadata as key-value pairs

namestringoptionalDocument name

pricing_tablesstringoptionalPricing tables

recipientsstringoptionalList of recipients. Each should have email, first_name, last_name, etc.

tablesstringoptionalTables

tagsstringoptionalDocument tags

textsstringoptionalList of text blocks to update. Each item should have 'name' and 'data' fields

tokensstringoptionalDocument tokens (variables). Each should have name and value.

urlstringoptionalDocument URL

pandadocmcp_templates_create#Create a new template from a publicly accessible PDF URL with optional name, folder, tokens, and owner.7 params▾

Create a new template from a publicly accessible PDF URL with optional name, folder, tokens, and owner.

NameTypeRequiredDescription

urlstringrequiredSecure (HTTPS) and publicly accessible URL to the PDF document

folder_uuidstringoptionalFolder ID where the created template should be stored

metadatastringoptionalArbitrary key-value data to associate with the template

namestringoptionalThe name of the template

owner_emailstringoptionalOwner email for the template

owner_membership_idstringoptionalOwner membership_id for the template

tokensstringoptionalCUSTOM variables as list of {name, value} pairs

pandadocmcp_templates_details_get#Get full details for a template including roles, fields, tokens, and pricing tables.1 param▾

Get full details for a template including roles, fields, tokens, and pricing tables.

NameTypeRequiredDescription

template_idstringrequiredTemplate ID

pandadocmcp_templates_list#List templates with optional filters for search, tags, folder, and shared/deleted status.9 params▾

List templates with optional filters for search, tags, folder, and shared/deleted status.

NameTypeRequiredDescription

countstringoptionalSpecify how many templates to return.

deletedstringoptionalReturns only the deleted templates.

fieldsstringoptionalA comma-separated list of additional fields to include in the response.

folder_uuidstringoptionalUUID of the folder where the templates are stored.

pagestringoptionalSpecify which page of the dataset to return.

qstringoptionalSearch query. Filter by template name.

sharedstringoptionalReturns only the shared templates.

tagstringoptionalSearch tag. Filter by template tag.

template_idstringoptionalSpecify template ID.