PandaDoc MCP

Archive a document by ID. Uses PandaDoc delete endpoint with forever=false for reversible deletion.

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Retrieve audit trail for a document.

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Returns the textual content of a document in plaintext or markdown format.

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# Create document Create a new PandaDoc document. Pass a single `request` object and set its `source` to choose how the document is created: - `source: "template"` — from an existing template. Required: `template_uuid`. Also accepts `name`, `recipients`, `fields`, `tokens`, `metadata`, `tags`, `images`, `pricing_table…

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Retrieve a document's full structure by document_id: name, status, dates, version, reference number, creator, template, recipients, fields, variables, tokens, tags, pricing/grand total, and linked objects. Use to inspect a document before acting on it. Does not return extracted metadata — use `documents_metadata_batch…

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Assign, reassign, or unassign document fields to recipients. The document must be in draft status. Provide a list of field-to-recipient mappings. Set recipient_id to null to unassign a field. Use get document details to obtain field UUIDs (fields[].uuid) and recipient IDs (recipients[].id). Once a field is assigned, t…

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Paginated document listing with structured filters: status, folder, tag, free-text search, sorting, and created/completed date ranges. Examples: 'list 50 Draft docs' · 'documents in folder tagged onboarding' · 'page 3 sorted by date_modified' For natural-language queries, prefer ``ai_search`` if available.

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Use to read the business terms extracted from documents — counterparty, contract value, dates, renewal terms — without fetching and re-reading their full text. Handles 1-40 documents per call, so pass a one-element `document_ids` for a single one. Narrow the response with `field_keys` when only certain terms matter. E…

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Send a reminder to recipients of a document that is out for signature, so the ones who have not completed their part are prompted again. The document must be in Sent or Viewed status. Reminders reach real people by email and/or SMS, so confirm with the user which recipients to remind before calling. Take recipient ids…

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Full-text search with status/date filters. Examples: 'NDA in completed docs' · 'modified 2026-01-01–2026-03-31' · 'sent docs Q1 2026' For natural-language queries, prefer ``ai_search`` if available. If the user refers to a document by name and an ID is needed for a downstream operation, use this tool to resolve the na…

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Send a document to its recipients. The document must be in Draft status. After sending, the status changes to Sent and recipients receive a notification. Use skip_unfilled_variables to send even when some variables are empty. Always confirm with the user before sending.

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Manually change a document's status. Only these transitions are allowed: Completed, Paid, Expired, or Declined. Status changes are restricted based on the current document status. Other statuses (such as Sent, Viewed, Approved) are set automatically by the system and cannot be set with this tool.

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Retrieve the overall document status (e.g. Draft, Sent, Completed, Expired). Some statuses are set automatically by the system: Sent (when the document is sent), Viewed (when a recipient opens it), Approved/Rejected (via approval workflows). For per-recipient signing progress use documents_details_get. Right after cre…

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Returns a summary for the specified document. Supports three granularity levels: detailed, short, or headline. If not ready, returns `{retry_after: N}` where N is seconds to wait before retrying.

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Update a document. Document must be in Draft status. You can update text blocks, fields, and other document properties. After creating a new document, wait for it to reach Draft status before updating. To modify individual recipients, use `recipients_*` tools — the `recipients` param here replaces the entire list.

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Add a CC (non-signing) recipient to a document. Requires an existing contact ID. Cannot add to Expired or Declined documents. Adding a contact that is already a CC recipient is silently ignored. This tool only adds CC recipients; signers must be set via `documents_create` or `documents_update`.

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Remove a recipient from a document. Signers can only be removed in Draft status. CC recipients can be removed in any status except Expired/Declined.

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Update one recipient's details (email, name, phone, company, address, redirect) in place. Signers can be edited in Draft, Waiting Approval, Approved, Rejected, Sent, or Viewed status. A signer's email cannot be changed after they have signed. CC recipients can be edited in any status except Expired or Declined. Get re…

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Replace a signer with another contact. Transfers all assigned fields to the new signer. The original signer is removed. Cannot reassign already-signed recipients. To just fix a signer's email/name, use `recipients_edit`.

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Create a new template from a PDF URL. Provide a secure (HTTPS) publicly accessible URL to the PDF document.

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Inspect a template's schema — roles, fields, variables, pricing tables, content placeholders, tags, metadata — usually to prepare a `documents_create` call (e.g. 'what roles does the Sales Contract template expect?'). Typical flow: `templates_list` -> this tool -> `documents_create`. Not for listing templates or fetch…

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Discover, browse, or pick a template by name, tag, or folder (e.g. 'what templates do we have?', 'find the NDA template'). If the user refers to a template by name and an ID is needed for a downstream operation, use this tool to resolve the name to an ID first. Do not ask the user for a template ID before attempting t…

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