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.
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 lists every one.
Ask your agent
Requests to paste as they are. Each one runs on the actions named under it.
pandadoc_list_documentspandadoc_get_documentpandadoc_list_fieldsConnect PandaDoc in a minute
One MCP for every integration. Add it once, then every MCP in the catalog is a request away.
- 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.
- 02
Add your PandaDoc API key
Paste it into the PandaDoc connection settings 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 ->
- 03
Ask
Paste a request from this page. Every run shows what it cost.
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
Then run /mcp in Claude Code and sign in.
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
Then run codex mcp login flymy to sign in.
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.
Go to the source
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.