PandaDoc MCP server

Endpoint: https://mcp.pandadoc.com/v1/mcp · Authentication: Sign in with OAuth

Create, send and track PandaDoc documents and signing workflows.

Test it live Run the release-readiness report

How do I authenticate?

Add the endpoint in your client, start Connect or Sign in, approve the requested scopes, and return to the client. OAuth discovery finds the authorization server; client registration requirements vary by provider. Follow the provider guidance and client setup below.

Authentication and connection guide

Connection specification

Remote endpoint: https://mcp.pandadoc.com/v1/mcp
Browser access: Not yet measured
Declared MCP transport: Streamable HTTP
Live-validated MCP transport: Not yet verified — Latest validation did not verify a transport
Declared authentication: OAuth 2.1
Detected authentication: OAuth 2.1 detected or retained from publisher evidence
Protocol lifecycle: Not yet negotiated
Authorization server: https://mcp.pandadoc.com/
Category: Productivity

Product documentation · Source repository · Official listing documentation · Official MCP Registry record

More Productivity MCP servers · Browse all MCP servers · Test this endpoint in the MCP Playground

Authorization setup

Registration requirements not verified

The OAuth authorization and app-registration requirements for this exact endpoint have not been verified. A compatible client will request authorization, but follow the publisher documentation and do not guess client credentials or callbacks.

Connect it

Live-validated endpoint: https://mcp.pandadoc.com/v1/mcp · Streamable HTTP. Registration requirements not verified: The OAuth authorization and app-registration requirements for this exact endpoint have not been verified. A compatible client will request authorization, but follow the publisher documentation and do not guess client credentials or callbacks.

Agent prompt for Claude Code or Codex

Add the PandaDoc MCP server to my MCP client configuration and verify that it works.

What it is: Create, send and track PandaDoc documents and signing workflows.
Server URL: https://mcp.pandadoc.com/v1/mcp
Transport: Streamable HTTP (remote MCP server, no local install).
Authentication: OAuth 2.1. The client opens a browser sign-in on first connect; do not create or store tokens yourself. Registration requirements not verified: The OAuth authorization and app-registration requirements for this exact endpoint have not been verified. A compatible client will request authorization, but follow the publisher documentation and do not guess client credentials or callbacks.
Tools: not yet observed by mcptest; tools/list will show them.
Reference: https://mcptest.io/servers/pandadoc/

Steps:
1. Work out which MCP client I use (Claude Code, Codex, Cursor, VS Code or another) and add the server under the name "pandadoc" in that client's MCP configuration, user scope unless I ask otherwise.
   Claude Code: claude mcp add --transport http --scope user 'pandadoc' 'https://mcp.pandadoc.com/v1/mcp'
   Other clients: use the setup for that client on the reference page.
2. Never write a credential value into a file that could be committed; reference an environment variable or the client's secret store, and ask me for any value you need.
3. Verify: connect to the server and call tools/list. Confirm the tools above are listed, and report any sign-in step I still have to complete.

Claude Code setup

Run in a terminal. This user-scoped entry is available across projects.

claude mcp add --transport http --scope user 'pandadoc' 'https://mcp.pandadoc.com/v1/mcp'

After adding the server, open Claude Code, run /mcp, select the server, and follow the browser flow to authenticate.

Codex CLI setup

Run in a terminal; Codex stores the entry in ~/.codex/config.toml.

codex mcp add 'pandadoc' --url 'https://mcp.pandadoc.com/v1/mcp'
codex mcp login 'pandadoc'

Cursor setup

Add to .cursor/mcp.json for this project, or ~/.cursor/mcp.json for all projects.

{
  "mcpServers": {
    "pandadoc": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

VS Code setup

Add to .vscode/mcp.json, or run “MCP: Open User Configuration” for a private user-level entry.

{
  "servers": {
    "pandadoc": {
      "type": "http",
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}

Claude setup

Add the endpoint above in Claude:

Customize > Connectors > Add custom connector
Team/Enterprise: Organization settings > Connectors > Add > Custom > Web

Claude Desktop setup

Add the endpoint above in Claude Desktop:

Remote: Customize > Connectors (same as claude.ai)
Local: Settings > Developer > Edit Config, or Settings > Extensions for .mcpb files
~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows), local servers only

ChatGPT setup

Add the endpoint above in ChatGPT:

ChatGPT web: Plugins > Add custom MCP server, then configure authentication and accept the risk warning

Windsurf setup

Add the endpoint above in Windsurf:

~/.config/devin/mcp_config.json (%APPDATA%\devin\mcp_config.json on Windows), serverUrl or url
Cascade panel > ... > MCPs > Open MCP config file

Gemini CLI setup

Add the endpoint above in Gemini CLI:

gemini mcp add --transport http <name> <url>
~/.gemini/settings.json (user) or .gemini/settings.json (project), mcpServers

MCP SDK setup

Add the endpoint above in MCP SDK:

Programmatic: new Client(...).connect(new StreamableHTTPClientTransport(url))

Client compatibility

Client	Status	Why
Claude Code	Supported	Claude Code supports Streamable HTTP servers and OAuth sign-in.
Codex	Supported	Codex supports Streamable HTTP servers and OAuth sign-in.
Cursor	Supported	Cursor supports Streamable HTTP servers and OAuth sign-in.
VS Code	Supported	VS Code supports Streamable HTTP servers and OAuth sign-in.
Claude	Supported	Claude supports Streamable HTTP servers and OAuth sign-in.
Claude Desktop	Supported	Claude Desktop supports Streamable HTTP servers and OAuth sign-in.
ChatGPT	Supported	ChatGPT supports Streamable HTTP servers and OAuth sign-in.
Windsurf	Partial	Windsurf's documentation does not state support for OAuth sign-in.
Gemini CLI	Supported	Gemini CLI supports Streamable HTTP servers and OAuth sign-in.
MCP SDK	Supported	MCP SDK supports Streamable HTTP servers and OAuth sign-in.

Computed from this server's validated transport, protocol and authentication against documented client support. Checks the catalog has not observed are not counted.

Similar servers

Notion — Remote MCP server for Notion pages, databases, comments, and workspace search. OAuth 2.1
Airtable — Airtable's hosted MCP server lets assistants work with bases, tables, records, fields, and collaborative data. OAuth 2.1
Docusign Developer — Docusign's developer MCP server supports sandbox workflows for agreements, envelopes, templates, and signatures. OAuth 2.1
Calendly — Calendly's hosted MCP server connects assistants to scheduling, event types, availability, and meeting workflows. OAuth 2.1
Box — Searches, reads, and organizes Box files and folders, and calls Box AI over content the user can already access. A Box admin enables the integration; users sign in with OAuth. OAuth 2.1
Dropbox — Searches, reads, and manages files and folders in a Dropbox account. Requires Dropbox OAuth; Dynamic Client Registration is limited to a trusted set of clients. OAuth 2.1

Guides for this server

Watch this server for breaking changes

Share and embed

Maintain PandaDoc? Embed this badge in your README. It follows the latest catalog validation result and links to this server profile.

Markdown

[![Tested on mcptest.io](https://mcptest.io/badge/server/pandadoc.svg)](https://mcptest.io/servers/pandadoc/)

HTML

<a href="https://mcptest.io/servers/pandadoc/"><img src="https://mcptest.io/badge/server/pandadoc.svg" alt="Tested on mcptest.io"></a>

reStructuredText

.. image:: https://mcptest.io/badge/server/pandadoc.svg
   :alt: Tested on mcptest.io
   :target: https://mcptest.io/servers/pandadoc/

Latest validation evidence

Validation status: Online when last tested
Validation checked at: Oct 26, 2026 at 11:07 AM
Validation detail: Authentication challenge at https://mcp.pandadoc.com/v1/mcp returned HTTP 401; endpoint was reachable but did not complete an MCP probe; authentication oauth

Tool inventory

Requires authorization; inventory not observed

The catalog validator lists tools only on servers that answer without credentials. PandaDoc asks for OAuth 2.1 sign-in first, so its tools, resources and prompts were not observed. Connect in the Playground with your own credentials to list them.