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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.
Prova a chiedere
Prompt di esempio per PandaDoc
Clicca su un prompt per copiarlo. Incollalo in Claude, ChatGPT, Cursor, Gemini, Copilot o OpenClaw per eseguirlo contro questo connettore.
Claude è un'AI e può sbagliare. Verifica sempre le risposte.
💡 Niente installazione? Vai direttamente su cloud.anythingmcp.com. Accedi, clicca Connectors → PandaDoc, inserisci le credenziali, genera una MCP API key — fatto. Niente Docker, niente
git clone, niente server locale.
PandaDoc
Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.
Setup
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)
Prerequisiti: PANDADOC_API_KEY
Installazione locale del connettore
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Apri http://localhost:3000/connectors/store, scegli PandaDoc e inserisci le variabili elencate nei Prerequisiti.
Tool disponibili
| 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) |
Prossimi passi
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