Integration

PandaDoc integration

Document automation and e-signature platform API. Create documents from templates, send for signature, and track status. Build document workflows, contract automation, and proposal generation systems.

Connect PandaDoc How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in PandaDoc.Built from the 13 PandaDoc tools below, on the connection you add once.

Common PandaDoc use cases

Contact management
Status tracking
Cleanup
Status check
Contact lookup
Contact cleanup
Contact creation
Document archival
Document dashboard
Template selection

What you can do with PandaDoc

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Document, 7 operations

create_document_from_templateCreate document from templatePOSTCreates a document from a template.
delete_documentDelete documentDELETEDeletes a document permanently.
download_documentDownload documentGETDownloads the document as a PDF.
get_documentGet documentGETRetrieves status and basic info for a document.
get_document_detailsGet document detailsGETRetrieves detailed information for a document.
list_documentsList documentsGETLists all documents with filtering options.
send_documentSend documentPOSTSends a document for signature.

Contact, 5 operations

create_contactCreate contactPOSTCreates a new contact in the workspace.
delete_contactDelete contactDELETEDeletes a contact by ID.
get_contactGet contactGETRetrieves a specific contact by ID.
list_contactsList contactsGETLists contacts in the workspace, optionally filtered by email.
update_contactUpdate contactPATCHUpdates an existing contact's details.

Template, 1 operation

list_templatesList templatesGETLists all document templates.

Use PandaDoc from Claude Code, Cursor or Codex

Connect PandaDoc in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its PandaDoc operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect PandaDoc

Create your workspace
Sign up free. Nothing to install.
Connect PandaDoc once
Add your PandaDoc connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

PandaDoc integration FAQ

What can you do with the PandaDoc integration?

LiveContext exposes 13 operations on PandaDoc, covering document, contact and template. Common uses include Contact management, Status tracking and Cleanup.