PandaDoc MCP
Documents
Use PandaDoc MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Create Attachment
Create an attachment for a document.
Create Contact [Deprecated]
Create a new contact in PandaDoc.
Create Document
Create a document from a template.
Create or Update Contact
Create a new contact or update an existing one.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Find Document
Find a document by name, status, and other parameters.
Get Document Attachments
Get files attached to a document.
Get Document by ID
Get detailed data about a document.
Use PandaDoc MCP with any AI assistant
Zapier PandaDoc MCP lets you connect PandaDoc's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within PandaDoc. Select and scope actions to align with your PandaDoc workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
