Connector guide2-minute read10 MCP tools7 languages

How to Connect PandaDoc to 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

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PandaDoc

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
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

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.

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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.

PandaDoc · live via MCP
Share
Opus 4.7

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 + Gemini

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:

  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)

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 Gemini

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 shows YOUR_SERVER_ID.

Gemini CLI reads MCP servers from ~/.gemini/settings.json (or %APPDATA%\gemini\settings.json on Windows). Add:

{
  "mcpServers": {
    "anythingmcp": {
      "httpUrl": "https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID",
      "headers": { "X-API-Key": "YOUR_MCP_API_KEY" }
    }
  }
}
  1. Get your MCP API key from AnythingMCP → MCP Servers → your server → API keys.
  2. Save the file and restart gemini.
  3. Run /mcp inside the Gemini CLI — PandaDoc should be listed as available.
  4. Vertex AI Studio: pass https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID to the tools array of your request with the same X-API-Key header.

Available 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

Does Gemini 1.5 Pro or 2.x support MCP? Yes — Gemini CLI ≥ 0.4 and Vertex AI tools API both accept MCP httpUrl connectors with custom headers.

Next steps

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