Skip the install. Get this working in under 2 minutes.
Start a free trial on cloud.anythingmcp.com, add the PandaDoc in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.
Summary
Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.
Try asking
Example prompts for PandaDoc
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → PandaDoc, paste your credentials, mint an MCP API key — done. No Docker, no
git clone, no local server.
PandaDoc + ChatGPT
Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.
Prerequisites
See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:
PANDADOC_API_KEY
Step 1 — Get credentials
pandadoc.com).
Setup:
- Sign in to https://app.pandadoc.com → top-right avatar → API → API Key.
- Use the Production API Key (or Sandbox for testing). The key format is
<long-string>. - Set
PANDADOC_API_KEY.
Authentication: Authorization: API-Key ${PANDADOC_API_KEY} — literal API-Key prefix, NOT Bearer. Adapter handles via API_KEY profile.
…(continued in the in-app connector instructions)
Step 2 — Install the adapter
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Step 3 — Add the connector in ChatGPT
Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (
https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide showsYOUR_SERVER_ID.
ChatGPT connects to MCP servers as custom apps in developer mode, available on paid plans (not on Free). On Business and Enterprise workspaces an admin may have to allow it first.
- In ChatGPT, open Settings → Security and login and turn on Developer mode.
- Go to chatgpt.com/plugins and click +.
- Enter a name and a short description, e.g. Name:
PandaDoc. - Under Connection, enter the MCP server URL
https://cloud.anythingmcp.com/mcp/YOUR_SERVER_IDand create the connection. - When ChatGPT asks, sign in to AnythingMCP (OAuth) and allow access.
Available tools
| Tool | What it does |
|---|---|
pandadoc_list_documents | List documents in the workspace, with filters |
pandadoc_create_document | Create a document from a template |
pandadoc_get_document_status | Quick status check for a document |
pandadoc_get_document_details | Fetch document full details — recipients with signing status, tokens, fields, pricing data, attachments |
pandadoc_send_document | Send the document for signing/review |
pandadoc_download_document | Download the finalized PDF of a document |
pandadoc_delete_document | Delete (move to trash) a document |
pandadoc_list_templates | List templates available in the workspace |
pandadoc_get_template_details | Fetch a template's full structure: roles[], tokens[], fields[], pricing_tables, content |
pandadoc_list_contacts | List contacts in the workspace (saved recipients) |
FAQ
Does the free ChatGPT plan work with custom MCP connectors? No. Custom MCP connections need developer mode, which is only on paid plans.
Next steps
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