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PandaDoc mit Claude verbinden — über MCP

Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.

HCBy HelpCode teamUpdated 2 min read Open source on GitHub

No credit card · 7-day trial · Self-host alternative available

MCP connector

PandaDoc

Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.

Tools

10

Region

INTL

Category

e-signature

Authentication

Required env vars

PANDADOC_API_KEY
Install in one click on Cloud

7-day free trial · No credit card

  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the PandaDoc in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

💡 Keine Installation? Nutze cloud.anythingmcp.com direkt. Einloggen, Connectors → PandaDoc klicken, Zugangsdaten einfügen, MCP-API-Key erzeugen — fertig. Kein Docker, kein git clone, kein lokaler Server.

PandaDoc + Claude

Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.

Voraussetzungen

Die vollständige Setup-Anleitung ist in den Connector eingebaut (im Store sichtbar, wenn du den Connector auswählst). Benötigte Umgebungsvariablen für diesen Connector:

PANDADOC_API_KEY

Schritt 1 — Zugangsdaten holen

pandadoc.com).

Setup:

  1. Sign in to https://app.pandadoc.com → top-right avatar → API → API Key.
  2. Use the Production API Key (or Sandbox for testing). The key format is <long-string>.
  3. Set PANDADOC_API_KEY.

Authentication: Authorization: API-Key ${PANDADOC_API_KEY} — literal API-Key prefix, NOT Bearer. Adapter handles via API_KEY profile.

…(continued in the in-app connector instructions)

Schritt 2 — Adapter installieren

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

Schritt 3 — Connector in Claude hinzufügen

Empfohlener Weg — funktioniert auf claude.ai web ohne Anfassen einer Konfigurationsdatei.

  1. Öffne claude.ai/customize/connectors.
  2. Klicke "Add custom connector".
  3. Trage ein:
    • Name: PandaDoc
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer Token → MCP-API-Key einfügen (aus AnythingMCP → Profile → MCP API Keys → New Key)
  4. Klicke Connect zum Autorisieren.

Alle unten gelisteten Tools erscheinen in deinem Chat — leg los mit Prompts.

Verfügbare Tools

ToolWhat it does
pandadoc_list_documentsList documents in the workspace, with filters
pandadoc_create_documentCreate a document from a template
pandadoc_get_document_statusQuick status check for a document
pandadoc_get_document_detailsFetch document full details — recipients with signing status, tokens, fields, pricing data, attachments
pandadoc_send_documentSend the document for signing/review
pandadoc_download_documentDownload the finalized PDF of a document
pandadoc_delete_documentDelete (move to trash) a document
pandadoc_list_templatesList templates available in the workspace
pandadoc_get_template_detailsFetch a template's full structure: roles[], tokens[], fields[], pricing_tables, content
pandadoc_list_contactsList contacts in the workspace (saved recipients)

FAQ

Funktioniert es mit Claude Code genauso wie mit Claude Desktop? Ja — beide auf https://cloud.anythingmcp.com/mcp zeigen lassen.

Nächste Schritte

Ready to ship

Your PandaDoc agent is one click away.

Install the connector, paste the key, prompt Claude. Free for 7 days, no credit card.