PandaDoc Integration
Manage PandaDoc list documents, get document, create document, send document, list templates
The PandaDoc integration provides access to manage PandaDoc list documents, get document, create document, send document, list templates through the Integrate MCP server.
Installation
The PandaDoc integration is included with the SDK:
import { pandadocIntegration } from "integrate-sdk/server";Setup
1. Create a PandaDoc OAuth App
- Create an OAuth application for PandaDoc
- Configure your redirect URI
- Note your Client ID and Client Secret
2. Configure the Integration on Your Server
Add the PandaDoc integration to your server configuration. The integration automatically reads PANDADOC_CLIENT_ID and PANDADOC_CLIENT_SECRET from your environment variables:
import { createMCPServer, pandadocIntegration } from "integrate-sdk/server";
export const { client: serverClient } = createMCPServer({
apiKey: process.env.INTEGRATE_API_KEY,
integrations: [
pandadocIntegration({
scopes: ["read+write"], // Optional
}),
],
});You can override the environment variables by passing explicit values:
pandadocIntegration({
clientId: process.env.CUSTOM_PANDADOC_ID,
clientSecret: process.env.CUSTOM_PANDADOC_SECRET,
scopes: ["read+write"], // Optional
});3. Client-Side Usage
The default client automatically includes all integrations. You can use it directly:
import { client } from "integrate-sdk";
await client.authorize("pandadoc");
const result = await client.pandadoc.listDocuments({});
console.log(result);If you're using a custom client, add the integration to the integrations array:
import { createMCPClient, pandadocIntegration } from "integrate-sdk";
const customClient = createMCPClient({
integrations: [pandadocIntegration()],
});Configuration Options
Prop
Type
Default Scopes
These defaults are applied unless you override scopes in the integration config:
read+write
Tools
pandadoc_list_documents
List documents
Prop
Type
pandadoc_get_document
Get document
Prop
Type
pandadoc_create_document
Create document
Prop
Type
pandadoc_send_document
Send document
Prop
Type
pandadoc_list_templates
List templates
Prop
Type
pandadoc_create_session
Create session
Prop
Type
Notes
- Category: Legal
- Authentication mode: OAuth