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
  • 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.

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 **

... View full README on GitHub