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Cómo conectar PandaDoc a Gemini — via 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

API Key

Required env vars

PANDADOC_API_KEY
Install in one click on Cloud

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  • 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

TL;DR

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

💡 ¿Sin instalación? Usa cloud.anythingmcp.com directamente. Inicia sesión, pulsa Connectors → PandaDoc, pega tus credenciales, genera una MCP API key — listo. Sin Docker, sin git clone, sin servidor local.

PandaDoc + Gemini

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

Requisitos previos

Las instrucciones de configuración completas están incluidas en el conector (visibles en el store al seleccionarlo). Las variables de entorno requeridas:

PANDADOC_API_KEY

Paso 1 — Obtener credenciales

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)

Paso 2 — Instalar el adapter

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

Paso 3 — Añadir el conector en Gemini

Gemini CLI lee servidores MCP desde ~/.gemini/settings.json (o %APPDATA%\gemini\settings.json en Windows). Añade:

{
  "mcpServers": {
    "anythingmcp": {
      "httpUrl": "https://cloud.anythingmcp.com/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
    }
  }
}
  1. Obtén tu MCP API key desde AnythingMCP → Perfil → MCP API Keys → Nueva Key.
  2. Guarda el archivo y reinicia gemini.
  3. Ejecuta /mcp en la Gemini CLI — PandaDoc debería aparecer como disponible.
  4. Vertex AI Studio: pasa https://cloud.anythingmcp.com/mcp al array tools de tu petición con el mismo header Bearer.

Herramientas disponibles

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

¿Gemini 1.5 Pro o 2.x soportan MCP? Sí — Gemini CLI ≥ 0.4 y la API de tools de Vertex AI aceptan conectores MCP httpUrl con header Bearer.

Siguientes pasos

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