Live 68 Actions

PandaDoc MCP Server
for AI Agents

Q: What AI frameworks and AI clients does the StackOne PandaDoc MCP server support?

The StackOne PandaDoc MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Connect your AI agent to StackOne's PandaDoc MCP server and give it 68 MCP tools out of the box. Auth, tool execution, and security all managed.

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PandaDoc MCP Server

Built by

StackOne

Coverage

68 Agent Actions

Agents can read, write, delete and run operations in PandaDoc. Extend your agent's capabilities with custom actions.

MCP Actions → Build Actions →

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your PandaDoc MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every PandaDoc tool response scanned for prompt injection in milliseconds, with 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every PandaDoc call.

Tools Discovery →

What is the PandaDoc MCP Server?

A PandaDoc MCP server lets AI agents read and write PandaDoc data through the Model Context Protocol, Anthropic's open standard for connecting LLMs to external tools. StackOne's PandaDoc MCP server ships with 68 pre-built actions, fully extensible via the Connector Builder, plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All PandaDoc MCP Tools

Every StackOne action for PandaDoc, ready for your agent. Read, write, delete and run operations, scoped to exactly what you need.

Catalog Items

Create Catalog Item
Create a new catalog item.
Update Catalog Item
Update the fields of an existing product catalog item, such as its title, pricing, SKU or category.
Delete Catalog Item
Permanently delete a product catalog item by its UUID.

Contacts

Create Contact
This method adds a contact into a contacts list.
List Contacts
This method returns a list of contacts associated with a workspace.
Update Contact
This method updates a contact details.
Delete Contact
This method deletes a contact.

Documents

Create Document
Create from a template See the Create document from template tutorial for details on how to use this endpoint, as well as a sample template.
Send Document
Send a draft document to its recipients for viewing, approval or signature.
List Documents
This endpoint will let you list and search for the documents.
Update Document
Use the PATCH method to update a PandaDoc document.
Delete Document
Delete a PandaDoc document by its ID. Deletion is permanent by default; set forever to false to move it to the Trash Bin instead.

Documents Folders

Create Documents Folder
Create a new folder to store your documents.
List Documents Folders
Get the list of folders which contain Documents in your account.

Templates Folders

Create Templates Folder
Create a new folder to store your templates.
List Templates Folders
Get the list of folders that contain Templates in your account.

Unified Groups

List Unified Groups
List unified groups (workspaces) in a PandaDoc account.
Get Unified Group
Get a unified PandaDoc group (workspace) by ID.

Unified Roles

List Unified Roles
List the built-in roles of a PandaDoc account.
Get Unified Role
Get a built-in PandaDoc role by ID.

Unified Users

List Unified Users
List unified users in a PandaDoc account.
Get Unified User
Get a unified PandaDoc user by ID.

Members

List Members
List the members of the workspace the PandaDoc API key belongs to.
Get Member
Get one member of the PandaDoc API key's workspace by membership ID.

Document Recipients

Add Document Recipient
Add an existing contact or contact group to a document as a CC recipient.
Update Document Recipient
Modify a recipient's personal details, or update a recipient group's name and members.
Delete Document Recipient
Remove a recipient from a document.

Templates

Create Template
This operation allows you to create a new template by providing the necessary template details.
List Templates
Retrieves a list of templates.
Delete Template
Delete a PandaDoc template by its ID.

Users

Create User
Create users, and assign them roles, licenses, and workspaces.
List Users
List the users in the PandaDoc organization with their licenses and workspace roles.
Get User
Get one PandaDoc user by user ID.

Workspaces

Create Workspace
Create a workspace in your organization.
List Workspaces
List the workspaces in the PandaDoc organization.

Other (33)

Create Document Editing Session
Creates a new editing session for the Embedded Editor.
Create Document Session For Embedded Sign
Creates a document session for a recipient to view and sign a document.
Append Content Library Item To A Document
Appends a Content Library Item (CLI) to a document and provides a name mapping for its content blocks.
Create Member Token
Create a short-lived session token that lets an organization admin act as a workspace member. Available on request only.
Create Template Editing Session
Creates a new editing session for the Embedded Editor.
Add Member To Workspace
Add an existing PandaDoc user to a workspace with a role.
Create API Key
Generate a new API key for the workspace.
List Catalog Items Search
This method searches for items in your product catalog.
List Content Library Items
Retrieves a list of content library items.
Get Unified Credentials
Get the current PandaDoc connection's unified credentials and identity.
Get Current Member
Get the PandaDoc member who owns the API key.
Move Document To Draft
Revert your document back to draft to continue editing it.
Update Document Ownership
This operation allows transferring the ownership of a document to another user by specifying the document ID and membership ID.
Delete Documents (bulk)
Delete multiple documents in one request by sending a JSON array.
Remove Member From Workspace
Remove a member from a PandaDoc workspace.
Catalog Item Details
Get a product catalog item by its UUID, including its pricing, SKU, category and custom fields.
Contact Details
Returns contact details by its ID.
Document Status
It is useful to request document status to ensure a document is in the expected state before calling additional API methods.
Document ESign Disclosure
Retrieves the current version of eSign disclosure text for a specified document.
Document Status Change
PandaDoc has eight document statuses, but you can manually set your document status to only four - Document statuses - Completed - document.completed - API code 2 - Expired - document.voided - code 11 - Paid - document.paid - code 10.
Document Details
Return detailed data about a document.
Transfer All Documents Ownership
This method transfers ownership of all documents from one member to another.
Document Move To Folder
This operation allows you to move a document to a folder by specifying the document ID and folder ID.
Rename Documents Folder
Rename an existing documents folder by its UUID.
Rename Templates Folder
Rename a templates folder.
Reassign Document Recipient
Reassign a signer's fields to another contact or contact group before the original signer has signed.
Duplicate Template
Duplicate Template Creates a copy of a template within the same workspace.
Template Details
Get details about a template by id.
Template Status
Available Template Statuses The following is a complete list of all possible template statuses returned - | Template Status | Status Description | | :------------------- | :-------------------------------------------------------------------------------------------------------------------------------------- | | template.UPLOADED | The template upload process has been initiated and is currently in progress.
Template Update
Update a processed template, including its variables (tokens) and its roles.
Change Member Role
Change the role of a member in a PandaDoc workspace.
Deactivate Workspace
Deactivate the workspace, remove all the members from it and make it unavailable.
[Beta] Update Workspace
Update a workspace's name and branding.

Set Up Your PandaDoc MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to PandaDoc in under 10 lines of code.

MCP Clients

Agent Frameworks

Claude Desktop-

JSON

Claude Desktop Docs

{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

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Platform Resources

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.

10 min

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.

12 min

MCP vs A2A: Architecture, Security, and When to Use Each

MCP vs A2A: what each protocol standardizes, how they differ, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.

12 min

MCP vs API: What Hundreds of Connector Builds Taught Us

MCP wraps APIs, it doesn't replace them. After building hundreds of connectors that serve both, here's when each approach wins.

14 min read

PandaDoc MCP Server FAQ

Does StackOne have a PandaDoc MCP server?

Yes. StackOne offers a hosted PandaDoc MCP server with 68 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.

PandaDoc MCP server vs direct API integration: what's the difference?

A PandaDoc MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software work, where backend code calls PandaDoc. A PandaDoc MCP server is for AI agents that discover and call PandaDoc at runtime, such as MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI. StackOne provides both.

How does PandaDoc authentication work for AI agents?

PandaDoc authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK to get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own PandaDoc account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.

Are PandaDoc MCP tools vulnerable to prompt injection?

Yes. PandaDoc MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content, such as documents, messages, tickets, records, or free-text fields, is a potential vector. StackOne Defender scans every tool response before it enters the agent's context. It runs regex patterns in ~1ms, then a MiniLM classifier in ~4ms. Accuracy is 88.7%, and it runs entirely on CPU.

What is the context bloat of a PandaDoc agent and how do I avoid it?

Context bloat happens when PandaDoc tool schemas and API responses eat your PandaDoc agent's memory, preventing it from reasoning effectively. A single PandaDoc query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery reduces it by loading only the tools relevant to each query.

Can I limit which actions my PandaDoc agent can access?

Yes. You can limit which actions your PandaDoc agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.

Can I create custom agent actions for my PandaDoc MCP server?

Yes. You can create custom agent actions for your PandaDoc MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research PandaDoc's API, generate production-ready connector YAML, test against the live API, and validate before you ship.

When should I NOT use a PandaDoc MCP server?

Skip a PandaDoc MCP server if your integration is purely software-to-software, because direct PandaDoc API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call PandaDoc actions at runtime.

What AI frameworks and AI clients does the StackOne PandaDoc MCP server support?

The StackOne PandaDoc MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.

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PandaDoc MCP Serverfor AI Agents