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.
试试这样问
PandaDoc 的示例提示
点击任意提示即可复制，然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中，在该连接器上运行。
Claude 是 AI，可能会出错。请核对回答。
💡 无需安装? 直接使用 cloud.anythingmcp.com。 登录、点击 Connectors → PandaDoc、粘贴凭证、生成 MCP API key — 完成。无 Docker、无
git clone、无本地服务器。
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.
前提条件
完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:
PANDADOC_API_KEY
步骤 1 — 获取凭证
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)
步骤 2 — 安装 adapter
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
步骤 3 — 在 Claude 中添加连接器
推荐路径 — 在 claude.ai web 上工作，无需触碰任何配置文件。
- 打开 claude.ai/customize/connectors。
- 点击 "Add custom connector"。
- 填入:
- Name:
PandaDoc - URL:
https://cloud.anythingmcp.com/mcp - Authentication: Bearer token → 粘贴你的 MCP API key (来自 AnythingMCP → Profile → MCP API Keys → New Key)
- Name:
- 点击 Connect 授权。
下面所有工具都会出现在你的聊天中 — 开始输入提示。
可用工具
| 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
Claude Code 和 Claude Desktop 一样工作吗? 是的 — 两者都指向 https://cloud.anythingmcp.com/mcp。
下一步
这份指南对你有帮助吗?
