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Documents & ContentAuth: OAuth

PandaDoc MCP Server

Connect PandaDoc to your AI agents with the PandaDoc MCP server.

Updated

Use PandaDoc on Gamut

What is PandaDoc MCP?

The PandaDoc MCP server is a Model Context Protocol server that connects PandaDoc to AI agents and assistants as a set of tools. With it connected, an agent can work with PandaDoc (esignature & documents — proposals, contracts, quotes, signing workflows) directly — instead of you copying data in and out by hand.

It is a remote MCP server that uses OAuth, so you point your client at the server URL, authorize once, and the PandaDoc tools become available to the model.

Connect the PandaDoc MCP server

Connect PandaDoc MCP to Claude Code

  1. 1

    Add the server

    Use `claude mcp add` with the PandaDoc MCP server URL (or its `npx` command), following the official docs.

  2. 2

    Authorize

    Complete authentication (OAuth) so Claude Code can call the server.

  3. 3

    Verify

    Ask Claude to use a PandaDoc tool to confirm the connection is live.

Connect PandaDoc MCP to Cursor

  1. 1

    Open MCP settings

    In Cursor, go to Settings → MCP → Add new server.

  2. 2

    Add PandaDoc

    Provide the PandaDoc MCP server URL or command and complete authentication.

  3. 3

    Test

    Reference PandaDoc from chat to confirm Cursor can reach the tools.

Using PandaDoc MCP with Gamut

On Gamut, the PandaDoc MCP server becomes a tool your agents use inside an automated, event-driven workflow — triggered by an event or a schedule, acting through PandaDoc and your other connected MCP servers, with the connection managed by Gamut rather than a local config file.

Frequently asked questions

What is the PandaDoc MCP server?

It is a Model Context Protocol server that exposes PandaDoc to AI agents as tools so they can work with it (esignature & documents — proposals, contracts, quotes, signing workflows).

How do I connect the PandaDoc MCP server?

Point your MCP client (Claude, Cursor, or Gamut) at the PandaDoc MCP server URL and complete authentication (OAuth). See the official documentation for the exact URL and scopes.

Can I use PandaDoc MCP with Gamut?

Yes — Gamut supports the PandaDoc MCP server, so your agents can use it as a tool in automated, triggered workflows.