PandaDoc Integration

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

1. Create an OAuth application for PandaDoc
2. Configure your redirect URI
3. 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

export interface PandadocIntegrationConfig {
  clientId?: string;

Default Scopes

These defaults are applied unless you override scopes in the integration config:

• read+write

Tools

pandadoc_list_documents

List documents

export interface PandadocListDocumentsParams { "q"?: string;

pandadoc_get_document

Get document

export interface PandadocGetDocumentParams { document_id: string }

pandadoc_create_document

Create document

export interface PandadocCreateDocumentParams { document_json: string }

pandadoc_send_document

Send document

export interface PandadocSendDocumentParams { document_id: string;

pandadoc_list_templates

List templates

export interface PandadocListTemplatesParams { "q"?: string;

pandadoc_create_session

Create session

export interface PandadocCreateSessionParams { document_id: string;

Notes

• Category: Legal
• Authentication mode: OAuth