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@bossforce.ai/mcp-pandadoc

v0.1.0

Published

MCP server for the **PandaDoc public API** (`/public/v1`), authenticated with an API key (`Authorization: API-Key <key>`). A good fit for generating contracts and agreements from templates and dispatching them for electronic signature.

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Links

Git

Maintainers

bossforce.aibossforce.ai

Keywords

Readme

@bossforce.ai/mcp-pandadoc

MCP server for the PandaDoc public API (/public/v1), authenticated with an API key (Authorization: API-Key <key>). A good fit for generating contracts and agreements from templates and dispatching them for electronic signature.

Credentials

| Env | How to obtain | | ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------- | | PANDADOC_API_KEY | In PandaDoc, open Settings → API & integrations → API dashboard and create/copy an API key. Use a Sandbox key for testing, Production for live docs. |

The key is read lazily, so the server boots and answers tools/list without it; calls fail with an auth error until it is set.

Tools

| Tool | Arguments | Returns | | --------------------- | -------------------------------------------------------------------------------------------------- | ---------------------------- | | list_documents | q?, status?, template_id?, folder_uuid?, tag?, count?, page?, order_by? | { results } | | get_document_status | document_id | the document with its status | | create_document | template_uuid, recipients, name?, tokens?, fields?, metadata?, tags?, folder_uuid? | the created document (draft) | | send_document | document_id, subject?, message?, silent? | the sent document |

Responses are PandaDoc's native JSON payloads, returned as structuredContent.

Working with documents

Create a document from a template with create_document (supply template_uuid and at least one recipient; fill template variables via tokens and merge fields). Document creation is asynchronous — poll get_document_status until the document reaches document.draft, then deliver it with send_document. Use list_documents to find documents by name (q), status, template_id, folder_uuid, or tag, paginating with count and page.

Develop

pnpm --filter @bossforce.ai/mcp-pandadoc build
pnpm --filter @bossforce.ai/mcp-pandadoc test

Regenerate the tools/list snapshot after an intentional signature change:

UPDATE_SNAPSHOTS=1 pnpm --filter @bossforce.ai/mcp-pandadoc test