# PandaDoc MCP for AI Agents | FlyMy.AI

> PandaDoc MCP for Claude, Codex and Cursor through FlyMy.AI. PandaDoc: documents, templates, send/sign, contacts, folders. 82 actions, your own API key.

Page: https://flymy.ai/mcp/pandadoc/

MCP / CRM and sales

# PandaDoc MCP

PandaDoc: documents, templates, send/sign, contacts, folders. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP.

[Connect PandaDoc](https://flymy.ai/mcp/pandadoc/#connect) [What it can do](https://flymy.ai/mcp/pandadoc/#actions)

Your own API key, 82 actions, CRM and sales

Ask your agent

```
List up to 10 completed PandaDoc documents, newest created first, with their names and IDs.
```

Paste it into an assistant connected to FlyMy.AI. The agent picks the actions.

## What PandaDoc MCP can do

82 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs.

| Action | What it does |
|---|---|
| `pandadoc_add_recipient` | Add a recipient (signer) to a document |
| `pandadoc_add_section` | Add a section to a document from a template or content library item |
| `pandadoc_append_content_library_item` | Append a content library item to a document |
| `pandadoc_assign_fields` | Reassign document fields to recipients |
| `pandadoc_change_document_status` | Manually change a document's status |
| `pandadoc_change_signer` | Reassign a recipient to a new signer |
| `pandadoc_content_library_item_status` | Get a content library item's processing status |
| `pandadoc_create_attachment` | Attach a remote file (by URL) to a document |
| `pandadoc_create_catalog_item` | Create a catalog (product) item |
| `pandadoc_create_contact` | Create a new contact |
| `pandadoc_create_content_library_item` | Create a content library item from a file URL |
| `pandadoc_create_document` | Create a document from a template, content library item, or file URL |

**Show all 60 actions**

| Action | What it does |
|---|---|
| `pandadoc_create_document_folder` | Create a document folder |
| `pandadoc_create_editing_session` | Create an embedded editing session |
| `pandadoc_create_fields` | Create / prefill document fields |
| `pandadoc_create_linked_object` | Link a document to an external CRM record |
| `pandadoc_create_member_token` | Create a member access token (for embedded sessions) |
| `pandadoc_create_notarization_request` | Create a notarization request for a document |
| `pandadoc_create_session` | Create an embedded signing session link |
| `pandadoc_create_template_folder` | Create a template folder |
| `pandadoc_create_template_from_file` | Create a template from a file URL |
| `pandadoc_create_webhook` | Create a webhook subscription |
| `pandadoc_delete_attachment` | Delete a document attachment WRITE action |
| `pandadoc_delete_catalog_item` | Delete a catalog (product) item WRITE action |
| `pandadoc_delete_contact` | Delete a contact WRITE action |
| `pandadoc_delete_document` | Delete a document WRITE action |
| `pandadoc_delete_linked_object` | Remove a linked CRM object from a document WRITE action |
| `pandadoc_delete_notarization_request` | Cancel/delete a notarization request WRITE action |
| `pandadoc_delete_recipient` | Delete a document recipient WRITE action |
| `pandadoc_delete_section` | Delete a document section WRITE action |
| `pandadoc_delete_template` | Delete a template WRITE action |
| `pandadoc_delete_webhook` | Delete a webhook subscription WRITE action |
| `pandadoc_document_audit_trail` | Get a document's audit trail / activity log |
| `pandadoc_document_content` | Get a document's rendered content |
| `pandadoc_document_status` | Get document status and timeline. Returns the current status and key timestamps. |
| `pandadoc_download_attachment` | Download a document attachment |
| `pandadoc_download_document` | Download a document as PDF |
| `pandadoc_get_api_log` | Get one API log entry |
| `pandadoc_get_attachment` | Get one document attachment's details |
| `pandadoc_get_auto_reminders` | Get a document's auto-reminder configuration |
| `pandadoc_get_catalog_item` | Get a catalog item's details |
| `pandadoc_get_contact` | Get contact details |
| `pandadoc_get_content_library_item` | Get a content library item's details |
| `pandadoc_get_document` | Get document details |
| `pandadoc_get_member` | Get member details |
| `pandadoc_get_notarization_request` | Get a notarization request's details |
| `pandadoc_get_section` | Get one document section |
| `pandadoc_get_webhook` | Get a webhook subscription's details |
| `pandadoc_list_api_logs` | List API activity logs |
| `pandadoc_list_attachments` | List a document's attachments |
| `pandadoc_list_catalog_items` | List catalog (product) items |
| `pandadoc_list_contacts` | List workspace contacts |
| `pandadoc_list_content_library_items` | List content library items |
| `pandadoc_list_document_folders` | List document folders |
| `pandadoc_list_documents` | List documents with optional filters |
| `pandadoc_list_documents_by_linked_object` | List documents linked to an external object |
| `pandadoc_list_fields` | List a document's fields |
| `pandadoc_list_forms` | List forms |
| `pandadoc_list_linked_objects` | List a document's linked CRM objects |
| `pandadoc_list_members` | List workspace members |

And 22 more actions; [the docs](https://docs.flymy.ai/mcp/pandadoc) lists every one.

## Ask your agent

Requests to paste as they are. Each one runs on the actions named under it.

**“List up to 10 completed PandaDoc documents, newest created first, with their names and IDs.”** uses `pandadoc_list_documents`

**“Read this PandaDoc document record and summarize its name, status and reported recipient roles.”** uses `pandadoc_get_document`

**“Read the fields of this PandaDoc document and show up to 10 field names and types.”** uses `pandadoc_list_fields`

## Connect PandaDoc in a minute

One MCP for every integration. Add it once, then every MCP in the catalog is a request away.

1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy.
2. 02 ### Add your PandaDoc API key Paste it into the PandaDoc [connection settings](https://app.flymy.ai/mcp-configs#pandadoc) once; it stays with FlyMy.AI, never in a prompt or a chat.
  - **PandaDoc API key** - PandaDoc - Settings - Integrations - API - Create API key. [Get key ->](https://app.pandadoc.com/a/#/settings/integrations/api/dashboard)
3. 03 ### Ask Paste a request from this page. Every run shows what it cost.

Claude Code

```
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
```

Then run /mcp in Claude Code and sign in.

Codex

```
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
```

Then run codex mcp login flymy to sign in.

claude.ai and Claude Desktop

```
https://mcp-agents.flymy.ai/mcp
```

Settings, Connectors, Add custom connector: paste this URL.

## Pay per run

FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own PandaDoc account, under its plan and limits. No seats and no minimum.

[See usage pricing →](https://flymy.ai/pricing/)

## More CRM and sales MCPs

Contacts, companies, deals and prospecting.

### HubSpot

HubSpot contacts/deals/tasks

22 actions / your API key

Link: https://flymy.ai/mcp/hubspot/

### Apollo hosted MCP

Apollo.io people/companies search & enrich

57 actions / sign in

Link: https://flymy.ai/mcp/apollo-mcp/

### Acculynx

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business

8 actions / your API key

Link: https://docs.flymy.ai/mcp/apps/acculynx

### ActiveCampaign

ActiveCampaign CRM and marketing automation: contacts, lists, tags, custom fields, deals, pipelines and automations

47 actions / your API key

Link: https://flymy.ai/mcp/activecampaign/

### Aeroleads

AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects

1 action / your API key

Link: https://docs.flymy.ai/mcp/apps/aeroleads

### Affinity

Affinity relationship CRM: persons, organizations, opportunities, lists, fields, notes, interactions

14 actions / your API key

Link: https://flymy.ai/mcp/affinity/

## Go to the source

[PandaDoc in the docs →](https://docs.flymy.ai/mcp/pandadoc), [PandaDoc connection settings →](https://app.flymy.ai/mcp-configs#pandadoc), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/)

From the FlyMy.AI platform catalog of 2026-10-31: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs.

---

For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.