mcpengine/servers/pandadoc/README.md

PandaDoc MCP Server

MCP server for PandaDoc document automation - documents, templates, contacts, fields, content library, webhooks, workspaces.

Features

• 📄 Document Management - Create, send, track documents with e-signatures
• 📋 Templates - Build reusable document templates
• 👥 Contact Management - Organize recipients and contacts
• 📝 Field Management - Pre-fill and manage document fields
• 📚 Content Library - Reusable blocks, pricing tables, media
• 🔔 Webhooks - Real-time event notifications
• 🏢 Workspace Management - Multi-workspace support

Installation

npm install
npm run build

Configuration

Set your PandaDoc API key:

export PANDADOC_API_KEY='your_api_key_here'

Usage

Run the server:

npm start
# or
pandadoc-mcp-server

Add to Claude Desktop config:

{
  "mcpServers": {
    "pandadoc": {
      "command": "node",
      "args": ["/path/to/pandadoc/dist/index.js"],
      "env": {
        "PANDADOC_API_KEY": "your_api_key_here"
      }
    }
  }
}

Available Tools

Document Tools (7)

• list_documents - List documents with status/folder filtering, pagination
• get_document - Get document details with recipients, fields, pricing
• create_document - Create document from template or scratch
• update_document - Update draft document name, recipients, fields
• send_document - Send document to recipients via email
• delete_document - Permanently delete document
• download_document - Get PDF download URL for completed docs

Template Tools (5)

• list_templates - List templates with folder filtering
• get_template - Get template details, fields, roles
• create_template - Create reusable document template
• update_template - Update template name, description, tags
• delete_template - Delete template (doesn't affect existing docs)

Contact Tools (5)

• list_contacts - List contacts with email filtering
• get_contact - Get contact details and address
• create_contact - Create new contact
• update_contact - Update contact information
• delete_contact - Delete contact

Field Tools (2)

• get_document_fields - Get all document fields with types/values
• update_document_fields - Pre-fill document field values

Content Library Tools (4)

• list_content_library - List reusable content items by type
• get_content_library_item - Get content item details
• create_content_library_item - Create reusable content block
• delete_content_library_item - Delete content item

Webhook Tools (4)

• list_webhooks - List all configured webhooks
• create_webhook - Create webhook for document events
• update_webhook - Update webhook URL, events, status
• delete_webhook - Delete webhook

Workspace Tools (2)

• list_workspaces - List accessible workspaces
• get_workspace - Get workspace details and settings

Total: 29 tools

API Coverage

Core Entities

• ✅ Documents (list, get, create, update, send, delete, download)
• ✅ Templates (list, get, create, update, delete)
• ✅ Contacts (list, get, create, update, delete)
• ✅ Document Fields (get, update)
• ✅ Content Library (list, get, create, delete)
• ✅ Webhooks (list, create, update, delete)
• ✅ Workspaces (list, get)

Features

• ✅ Pagination on all list operations
• ✅ Document lifecycle (draft → sent → completed)
• ✅ Template-based document creation
• ✅ Field pre-filling and validation
• ✅ Multi-recipient workflows
• ✅ Real-time webhook events
• ✅ Content reusability
• ✅ Rate limiting (300 req/min)
• ✅ Error handling

Document Events (Webhooks)

• ✅ document_created
• ✅ document_sent
• ✅ document_viewed
• ✅ document_completed
• ✅ document_declined
• ✅ recipient_completed

Rate Limits

• Standard: 300 requests/minute
• Automatic rate limit handling with backoff
• Rate limit headers tracked and respected

Tool Naming Conventions

• list_* - Paginated collections (documents, templates, contacts, content_library, webhooks, workspaces)
• get_* - Single resource retrieval (document, template, contact, content_library_item, workspace, document_fields)
• create_* - Resource creation (document, template, contact, content_library_item, webhook)
• update_* - Resource modification (document, template, contact, document_fields, webhook)
• delete_* - Resource deletion (document, template, contact, content_library_item, webhook)
• send_* - Action operations (send_document)
• download_* - Download operations (download_document)

Architecture

src/
├── index.ts                    # MCP server entry point
├── client/
│   └── pandadoc-client.ts     # API client with auth & rate limiting
├── tools/
│   ├── document-tools.ts       # Document operations (7 tools)
│   ├── template-tools.ts       # Template management (5 tools)
│   ├── contact-tools.ts        # Contact management (5 tools)
│   ├── field-tools.ts          # Field operations (2 tools)
│   ├── content-library-tools.ts # Content library (4 tools)
│   ├── webhook-tools.ts        # Webhook management (4 tools)
│   └── workspace-tools.ts      # Workspace operations (2 tools)
└── types/
    └── index.ts                # TypeScript interfaces

License

MIT