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如何将 PandaDoc 连接到 Gemini — 通过 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.

💡 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 + Gemini

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:

  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)

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 Gemini 中添加连接器

Gemini CLI 从 ~/.gemini/settings.json (Windows: %APPDATA%\gemini\settings.json) 读取 MCP 服务器。添加:

{
  "mcpServers": {
    "anythingmcp": {
      "httpUrl": "https://cloud.anythingmcp.com/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
    }
  }
}
  1. 从 AnythingMCP 获取你的 MCP API key
  2. 保存文件并重启 gemini
  3. 在 Gemini CLI 中运行 /mcpPandaDoc 应显示为可用。
  4. Vertex AI Studio: 将 https://cloud.anythingmcp.com/mcp 传入请求的 tools 数组,使用相同的 Bearer 头。

可用工具

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 或 2.x 支持 MCP 吗? 支持 — Gemini CLI ≥ 0.4 与 Vertex AI tools API 均接受带 Bearer 头的 MCP httpUrl 连接器。

下一步

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