PandaDoc MCP connector

• List List all PandaDoc members List Members. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified.
• Get Get single PandaDoc member by ID Member Details. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified. Required: id.
• List List all PandaDoc attachment downloads Download Document Attachment. Returns no documented response fields; the response body is the raw file bytes. Required: id, attachment_id.
• List List all PandaDoc auto reminders status Document Auto Reminder Status. Returns: recipient_id, status. Required: document_id.
• Create Create a PandaDoc document append content library item Append Content Library Item to a document. Returns: cli, block_mapping. Required: id.
• Delete PandaDoc document attachments bulk delete Delete Document Attachment. Returns an empty 204 response on success. Required: id, attachment_id.
• List List all PandaDoc document attachments Document Attachment Details. Returns: uuid, date_created, created_by, name. Required: id, attachment_id.
• Create Create a PandaDoc document attachments upload Create Document Attachment From Upload. Returns: uuid, date_created, created_by, name. Required: id.
• List List all PandaDoc document audit trails List Document Audit Trail. Returns: id, user, action, reason, date_created, ip_address. Required: document_id.
• Update PandaDoc document auto reminders bulk update Update Document Auto Reminder Settings. Returns: enabled, delivery_method, initial_delay_days, is_recurring, recurrence_frequency_days. Required: document_id, enabled.
• List List all PandaDoc document auto reminders Document Auto Reminder Settings. Returns: enabled, delivery_method, initial_delay_days, is_recurring, recurrence_frequency_days. Required: document_id.
• List List all PandaDoc document details Document Details. Returns: id, name, autonumbering_sequence_name_prefix, folder_uuid, date_created, date_modified, date_completed, content_date_modified, date_sent, ref_number, created_by, template, expiration_date, metadata, tokens, fields, pricing, tables, images, texts, tags, sent_by, recipients, grand_total, linked_objects, status, approval_execution, version, lock. Required: id.
• List List all PandaDoc document download protecteds Download Completed Document. Returns no documented response fields; the response body is the raw file bytes. Required: id.
• List List all PandaDoc document downloads Document Download. Returns no documented response fields; the response body is the raw file bytes. Required: id.
• Create Create a PandaDoc document draft Move Document to Draft. Returns: id, name, status, date_created, date_modified, expiration_date, version. Required: id.
• Create Create a PandaDoc document editing session Create Document Editing Session. Returns: id, email, expires_at, key, token, document_id. Required: id, email.
• List List all PandaDoc document esign disclosures Document eSign disclosure. Returns: is_enabled, company_name, esign_disclosure_text. Required: document_id.
• Update PandaDoc document fields bulk update Update Document Fields Assignment. Returns an empty 204 response on success. Required: id, fields.
• Create Create a PandaDoc document field Create Document Fields. Returns: fields. Required: id.
• List List all PandaDoc document fields List Document Fields. Returns: uuid, name, title, value, field_id, type, placeholder, assigned_to, layout, section_uuid. Required: id.
• Delete PandaDoc document linked objects bulk delete Delete Linked Object. Returns an empty 204 response on success. Required: id, linked_object_id.
• Create Create a PandaDoc document linked object Create Linked Object. Returns: id, provider, entity_type, entity_id, children. Required: id, provider, entity_type, entity_id.
• List List all PandaDoc document linked objects List Linked Objects. Returns: id, provider, entity_type, entity_id, children. Required: id.
• Create Create a PandaDoc document move to folder Document move to folder. Returns an empty 204 response on success. Required: id, folder_id.
• Update PandaDoc document ownerships bulk update Update document ownership. Returns an empty 204 response on success. Required: id.
• Delete PandaDoc document recipients bulk delete Delete Document Recipient. Returns an empty 204 response on success. Required: id, recipient_id.
• Create Create a PandaDoc document recipient Add Document Recipient. Returns: recipient_id. Required: id, kind.
• Delete PandaDoc document sections bulk delete Delete Document Section. Returns an empty 204 response on success. Required: document_id, section_id.
• Get Get single PandaDoc document section by ID Document Section Details. Returns: uuid, name, document_uuid. Required: document_id, id.
• List List all PandaDoc document sections List Document Sections. Returns: uuid, name. Required: document_id.
• Create Create a PandaDoc document send reminder Send Manual Reminder. Returns: result. Required: document_id.
• Create Create a PandaDoc document session Create Document Session for Embedded Sign. Returns: id, expires_at. Required: id, recipient.
• Update PandaDoc document settings bulk update Update document settings. Returns: language, qualified_electronic_signature, expires_in, suggest_edits. Required: document_id.
• List List all PandaDoc document settings Get document settings. Returns: language, qualified_electronic_signature, expires_in, suggest_edits. Required: document_id.
• Update PandaDoc document status bulk update Document Status Change. Returns an empty 204 response on success. Required: id, status.
• Update PandaDoc document status uploads bulk update Document Status Change with Upload. Returns an empty 204 response on success. Required: id.
• List List all PandaDoc documents linked objects List Documents by Linked Object. Returns: id, status, date_created, template_id. Required: entity_id, entity_type, provider.
• Update PandaDoc documents ownerships bulk update Transfer all documents ownership. Returns an empty 204 response on success.
• Create Create a PandaDoc oauth 2 access token Create/Refresh Access Token. Returns: access_token, token_type, expires_in, scope, refresh_token.
• Action PandaDoc public documents attach attachment Create Document Attachment. Returns: uuid, date_created, created_by, name. Required: id.
• Delete PandaDoc public documents bulk delete Delete documents (bulk). Returns: id.
• Create Create a PandaDoc public document Create Document. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.
• Delete Delete a PandaDoc public document by ID Delete Document. Returns an empty 204 response on success. Required: id.
• Get Get single PandaDoc public document by ID Document Status. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version, uuid. Required: id.
• List List all PandaDoc public documents List Documents. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version.
• List PandaDoc public documents list attachments List Document Attachments. Returns: uuid, date_created, created_by, name. Required: id.
• Send PandaDoc public documents send Send Document. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version, uuid, recipients. Required: id.
• Update Update a PandaDoc public document by ID Update Document. Returns an empty 204 response on success. Required: id.
• Create Create a PandaDoc public documents upload markdown Create Document from Markdown File Upload. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.
• Create Create a PandaDoc public documents upload Create Document from File Upload. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.
• Create Create a PandaDoc recipient reassign Change Signer (Reassign Document Recipient). Returns: recipient_id. Required: id, recipient_id, kind.
• Update PandaDoc recipients bulk update Update Document Recipient. Returns an empty 204 response on success. Required: id, recipient_id.
• List List all PandaDoc sections uploads Document Section Upload Status. Returns: uuid, document_uuid, status, name, sections_uuids, date_created, date_modified. Required: document_id, upload_id.
• Create Create a PandaDoc sections upload Create Document Section. Returns: uuid, name, document_uuid, status, date_created, date_modified, date_completed, info_message. Required: document_id.
• Create Create a PandaDoc sections uploads upload Create Document Section from File Upload. Returns: uuid, name, document_uuid, status, date_created, date_modified, date_completed, info_message. Required: document_id.
• Create Create a PandaDoc add named item Add DSV Named Items to a Document. Returns: results, count. Required: document_id, items.
• List List all PandaDoc public content library items List Content Library Item. Returns: id, name, date_created, date_modified, version.
• Create Create a PandaDoc public content library item Create Content Library Item. Returns: id, name, date_created, date_modified, version, status.
• Get Get single PandaDoc public content library item by ID Content Library Item Status. Returns: id, name, date_created, date_modified, version, status. Required: id.
• Create Create a PandaDoc public content library items upload Create Content Library Item from File Upload. Returns: id, name, date_created, date_modified, version, status.
• List List all PandaDoc content library item details Content Library Item Details. Returns: id, name, date_created, date_modified, content_date_modified, created_by, metadata, tokens, fields, pricing, tags, roles, version, content_placeholders, tables, images. Required: id.
• List List all PandaDoc public templates List Templates. Returns: id, name, date_created, date_modified, version, content_date_modified.
• Create Create a PandaDoc public template Create Template. Returns: id, name, date_created, date_modified, version, content_date_modified.
• Get Get single PandaDoc public template by ID Template Status. Returns: id, name, date_created, date_modified, version, status. Required: id.
• Update Update a PandaDoc public template by ID Template Update. Returns an empty 204 response on success. Required: id.
• Delete Delete a PandaDoc public template by ID Delete Template. Returns an empty 204 response on success. Required: id.
• Create Create a PandaDoc public templates upload Create Template from File Upload. Returns: id, name, date_created, date_modified, version, content_date_modified.
• List List all PandaDoc template details Template Details. Returns: id, name, folder_uuid, date_created, date_modified, content_date_modified, created_by, metadata, tokens, fields, pricing, tags, roles, version, content_placeholders, tables, images. Required: id.
• Create Create a PandaDoc template editing session Create Template Editing Session. Returns: id, email, expires_at, key, token, template_id. Required: id, email.
• List List all PandaDoc template settings Get template settings. Returns: language. Required: template_id.
• Update PandaDoc template settings bulk update Update template settings. Returns: language. Required: template_id.
• List List all PandaDoc public forms List Forms. Returns: id, name, date_created, date_modified, status.
• List List all PandaDoc documents folders List Documents Folders. Returns: uuid, name, date_created, has_folders, has_items.
• Create Create a PandaDoc documents folder Create Documents Folder. Returns: uuid, name, date_created. Required: name.
• Update Update a PandaDoc documents folder by ID Rename Documents Folder. Returns: uuid, name, date_created. Required: id, name.
• List List all PandaDoc templates folders List Templates Folders. Returns: uuid, name, date_created, has_folders, has_items.
• Create Create a PandaDoc templates folder Create Templates Folder. Returns: uuid, name, date_created. Required: name.
• Update Update a PandaDoc templates folder by ID Rename Templates Folder. Returns: uuid, name, date_created. Required: id, name.
• List List all PandaDoc public contacts List contacts. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code.
• Create Create a PandaDoc public contact Create contact. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code.
• Get Get single PandaDoc public contact by ID Contact Details. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code. Required: id.
• Update Update a PandaDoc public contact by ID Update Contact. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code. Required: id.
• Delete Delete a PandaDoc public contact by ID Delete Contact. Returns an empty 204 response on success. Required: id.
• List List all PandaDoc public logs List API Log. Returns: id, url, status, request_time, response_time.
• Get Get single PandaDoc public log by ID API Log Details. Returns: id, url, method, status, request_time, response_time, response_body, query_params_string, query_params_object, request_body, token_type, application, key, request_id, user_email, user_id. Required: id.
• List List all PandaDoc public logs v 2 List API Log. Returns: id, url, status, request_time, response_time.
• Get Get single PandaDoc public logs v 2 by ID API Log Details. Returns: id, url, method, status, request_time, response_time, response_body, query_params_string, query_params_object, request_body, token_type, application, key, request_id, user_email, user_id. Required: id.
• Get Get single PandaDoc public member by ID Current Member Details. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified.
• Create Create a PandaDoc member token Create Member Token. Returns: token. Required: member_id.
• List List all PandaDoc notary notaries List Notaries. Returns: id, email, name, status, commission_state.
• List List all PandaDoc notary notarization requests List Notarization Requests. Returns: id, status, name, document_id, date_created, date_started, date_completed, created_by_user_id.
• Create Create a PandaDoc notary notarization request Create Notarization Request. Returns: id, name, status, date_created, date_accepted, created_by, invitees. Required: document_id, invitation.
• Get Get single PandaDoc notary notarization request by ID Notarization Request Details. Returns: id, status, document_id, date_created, date_started, date_completed, created_by, invitees, signed_documents, recording, termination_reason, termination_details. Required: id.
• Delete Delete a PandaDoc notary notarization request by ID Delete Notarization Request. Returns an empty 204 response on success. Required: id.
• List List all PandaDoc public webhook events List Webhook Events. Returns: uuid, name, type, http_status_code, error, delivery_time. Required: count.
• Get Get single PandaDoc public webhook event by ID Webhook Event Details. Returns: uuid, name, type, http_status_code, error, delivery_time, url, signature, request_body, response_body, response_headers, event_time. Required: id.
• List List all PandaDoc public webhook subscriptions List Webhook Subscriptions. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status.
• Create Create a PandaDoc public webhook subscription Create Webhook Subscription. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: name, url, triggers.
• Get Get single PandaDoc public webhook subscription by ID Webhook Subscription Details. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: id.
• Update Update a PandaDoc public webhook subscription by ID Update Webhook Subscription. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: id.
• Delete Delete a PandaDoc public webhook subscription by ID Delete Webhook Subscription. Returns an empty 204 response on success. Required: id.
• Update PandaDoc webhook subscription shared keys bulk update Update Webhook Subscription Shared Key. Returns: shared_key. Required: id.
• List List all PandaDoc contents [Beta] Document Content. Returns: format, content. Required: document_id, format.
• List List all PandaDoc document AI metadatas [Beta] Get AI Metadata for a Document. Returns: id, key, field_type, settings, value. Required: document_id.
• Create Create a PandaDoc document docx export task [Beta] Create DOCX Export Task. Returns: id, document_id, status. Required: document_id.
• List List all PandaDoc document docx export tasks [Beta] DOCX Export Task. Returns: id, document_id, status, docx_items. Required: document_id, task_id.
• Update PandaDoc document quotes bulk update Quote update. Returns: id, currency, total, summary, sections, merge_rules, settings. Required: document_id, quote_id.
• List List all PandaDoc document summaries [Beta] Document Summary. Returns: type, summary. Required: document_id, type.
• Create Create a PandaDoc documents AI metadata [Beta] Get AI Metadata for Multiple Documents. Returns: count, results. Required: document_ids.
• List List all PandaDoc documents searches [Beta] List Documents Search. Returns: document_id, name, status, date_created, owner, folder, extra_fields. Required: q.
• List List all PandaDoc items searches List Catalog Items Search. Returns: billing_cycle, billing_type, bundle_items_count, workspace_id, category_id, category_name, created_by, cost, currency, custom_fields, date_created, date_modified, description, image_src, images, max_tier_value, min_tier_value, modified_by, price, pricing_method, sku, title, tiers, type, uuid, highlights.
• Update PandaDoc member roles bulk update Change Member Role in Workspace. Returns: member_id, workspace_id, role, email. Required: workspace_id, member_id, role.
• Delete PandaDoc product catalog items bulk delete Delete Catalog Item. Returns an empty 204 response on success. Required: item_uuid.
• Update PandaDoc product catalog items bulk update Update Catalog Item. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: item_uuid.
• Create Create a PandaDoc product catalog item Create Catalog Item. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: title, price_configuration.
• List List all PandaDoc product catalog items Catalog Item Details. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: item_uuid.
• List List all PandaDoc public sms opt outs Recent SMS Opt-out. Returns: phone_number, status, opt_out_changed.
• Create Create a PandaDoc public user Create User. Returns: user_id, workspaces. Required: user, workspaces, license.
• Get Get single PandaDoc public user by ID Get User Details by ID. Returns: user_id, email, first_name, last_name, phone_number, license, is_organization_owner, workspaces. Required: id.
• List List all PandaDoc public users List Users. Returns: user_id, email, first_name, last_name, phone_number, license, is_organization_owner, workspaces.
• Action PandaDoc public workspaces attach member Add Member to Workspace. Returns: member_id, workspace_id, role, email, first_name, last_name. Required: workspace_id, user_id, role.
• Create Create a PandaDoc public workspace Create Workspace. Returns: id, name. Required: name.
• Deactivate PandaDoc public workspaces deactivate Deactivate Workspace. Specifies an empty response body on success. Required: workspace_id.
• List List all PandaDoc public workspaces List Workspaces. Returns: id, name, date_created, owner.
• Create Create a PandaDoc workspace API key Create API Key. Returns: user_id, type, workspace_id, key. Required: workspace_id, type.
• Delete PandaDoc workspace members bulk delete Remove Member from Workspace. Returns an empty 204 response on success. Required: workspace_id, member_id.

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