PandaDoc MCP connector
The PandaDoc connector lets Claude, ChatGPT, Cursor, Microsoft Copilot, or any MCP client draft documents, fill fields, attach files, nudge signers, and read audit trails in PandaDoc, with each person signed in as themselves and every action recorded.
- Connects with an API key
- Free 14-day trial
- No credit card
ChatGPT
Elaichi connected
Which PandaDoc documents are still awaiting signature?
Working in PandaDoc with Elaichi
-
List all PandaDoc members
-
-
Governance
/
Audit log
Last 24 hours
ChatGPT · 9:41 AM
Done
ChatGPT · 9:41 AM
Done
ChatGPT · 9:41 AM
Done
Claude · 9:38 AM
Done
Cursor · 9:35 AM
Done
How to connect PandaDoc to Claude, ChatGPT, Cursor or Microsoft Copilot
Step by step, for each AI app
PandaDoc MCP connector for Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
4
Sign in and approve.
On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.
PandaDoc MCP connector for Claude Code
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1
In a terminal, run
claude mcp addwith the endpoint.https://api.elaichi.ai/mcp -
2
Start Claude Code and run
/mcp. -
3
Pick elaichi, then sign in and approve in the browser.
Terminal
$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp
Use --scope project instead to share it with the repository through .mcp.json.
PandaDoc MCP connector for ChatGPT
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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4
Press Create, then sign in and approve.
Works on the web. The plugin directory lives at chatgpt.com/plugins.
PandaDoc MCP connector for Cursor
-
1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
3
Reload Cursor, then sign in and approve.
~/.cursor/mcp.json
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
Set up per machine, so repeat it on each computer you work from.
PandaDoc MCP connector for Microsoft Copilot
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1
In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
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2
Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.
https://api.elaichi.ai/mcp -
3
Create a new connection, sign in and approve, then press Add to agent.
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4
Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.
- Server URL
- https://api.elaichi.ai/mcp
- Authentication
- OAuth 2.0
- Type
- Dynamic discovery
Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.
Connect PandaDoc to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
2
Sign in and approve.
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
The Elaichi Agent already has these tools, with nothing to set up.
What teams do with PandaDoc through Elaichi
Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in PandaDoc is logged.
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Sales
Draft a proposal right after the call
Ask for a new PandaDoc document from your proposal template, filled with the customer name, pricing, and terms you just agreed, and have it dropped into the right deal folder.
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Sales
Chase the quotes that have gone quiet
Check which PandaDoc documents are still sitting unsigned, see whether automatic reminders are switched on, and turn them on for the whole batch before the quarter closes.
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Legal
Pull the full signing history of a contract
Get the audit trail for any PandaDoc contract, who opened it, who signed, and when, and have it summarized for a dispute or a compliance review.
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Revenue operations
Correct fields across a batch of documents
When a price list or a company address changes, update the affected fields across many PandaDoc documents in one pass instead of opening each one.
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HR
Send an offer letter with the right attachments
Create the offer letter from the standard template, upload the benefits summary and handbook as attachments, and add the standard clauses from the content library.
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Customer success
Prepare renewals before the term ends
List the PandaDoc agreements expiring next month, download the signed copies for reference, and start renewal drafts linked to the matching customer records.
Try asking
- “Which PandaDoc documents are still awaiting signature?”
- “List document attachments added this week”
- “Show auto reminders status for open proposals”
What connecting PandaDoc gets you
6 screens from Elaichi, each doing one job for your PandaDoc account.
Ask Elaichi to work across your apps.
Which PandaDoc documents are still awaiting signature?
List document attachments added this week
Show auto reminders status for open proposals
Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot
The agent
Ask about documents, read the answer.
Plain language questions return live PandaDoc documents, recipients and audit trails.
ElaichiAI appsClaude
ChatGPT
Cursor
Microsoft Copilot
Copy the endpoint
AI apps
Claude, ChatGPT, Cursor and Microsoft Copilot reach PandaDoc.
One governed MCP endpoint over OAuth, no SDK and no shared API key.
ElaichiToolsTool catalog
126 PandaDoc tools ready to call.
Documents, templates, attachments, members and reminders covered without custom code.
ElaichiToolboxesToolboxes
Every team gets its own toolbox.
Curate PandaDoc tools per team so Sales and Legal see different catalogs.
ElaichiConnectionsShared connections
Teammates send documents, never touch credentials.
See who connected each PandaDoc account and which teams and members use it.
ElaichiAudit logAudit log
Answer who signed what, and when.
Append-only log of every PandaDoc call by time, person, action and resource.
From answering questions to doing the work
A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.
PandaDoc digest
Run 418 · started 2 minutes ago · on behalf of Emily Carter
-
✓
Schedule
Every weekday at 8:00 AM
0.2s -
✓
Fetch documents
PandaDoc
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Jake Morgan
Approve Deny -
Post the digest
PandaDoc
Queued
Automations
A schedule fires, a digest gets posted.
Fetch PandaDoc documents, group them, draft a digest, approve, post it back.
PandaDoc health
Refreshed 4 minutes ago · every 15 minutes · from the documents collection
Documents
1,284 ↓ 12%
Templates
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Documents created
Last 14 days
By team
Share of activity
Sales EMEA 34%
Sales AMER 27%
Legal 21%
Finance 18%
Collections and dashboards
Document numbers arrive before anyone asks.
Four metrics, 14 days of documents created and a team breakdown, computed on schedule.
For IT and engineering
Elaichi vs Zapier MCP vs Composio for PandaDoc
All three can connect PandaDoc to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.
| What to check | Elaichi | Zapier MCP | Composio |
|---|---|---|---|
| Where the AI connects |
One address for the whole organization.
https://api.elaichi.ai/mcp
|
A server per member, created at sign-in. | An MCP endpoint per team, or an SDK. |
| Control over PandaDoc tools | Allow or restrict single PandaDoc tools, per role or user. | App and action restrictions on the account. | Role permissions, down to the action. |
| Record of calls | One audit entry per PandaDoc call. | A History tab of tool calls. | A log of every tool call. |
| Single sign-on | SAML or OIDC, plus SCIM, on Gold. | SAML on Enterprise. | SAML and OIDC on Enterprise. |
| Price | Free for one person; $15 per user per month on Gold. | 2 tasks per successful call. | Billed per tool call. |
Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.
Longer take: Zapier MCP alternative and when you don't need an MCP gateway.
PandaDoc tools for your AI agents
126 tools are ready to call through Elaichi's MCP endpoint the moment you connect PandaDoc, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
No tools match your search.
Questions, answered
How do I connect PandaDoc to Claude?
Connect PandaDoc in Elaichi first: PandaDoc signs in with an API key, which you paste into the connection screen, and there is no OAuth application to register and no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp as the endpoint. Claude asks you to sign in to Elaichi, and from then on it can work in PandaDoc as you.
Does PandaDoc work with ChatGPT and Cursor as well as Claude?
Yes. Once PandaDoc is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client, and the Elaichi Agent. You connect PandaDoc once and every client you use picks it up.
What can an AI agent actually do with my PandaDoc data?
An agent can create draft documents in PandaDoc, fill and update fields, attach files, add content library items, move documents into folders, and link them to related records. It can also read document details, check and switch on automatic reminders, pull audit trails, download signed copies, and look up who is a member of your PandaDoc account. Short, concrete asks such as "turn on reminders for the Acme proposal" work better than long instructions.
Does connecting PandaDoc give the AI access to every document in the workspace?
No. The AI works inside the access of the person who signed in, so it sees the PandaDoc documents, templates, and folders that person can already reach and nothing more. Elaichi can narrow that further with restrictions, but it can never widen what PandaDoc itself allows.
Can I stop an agent from deleting or changing things in PandaDoc?
Yes. Restrictions in Elaichi apply per action, so you can allow reading PandaDoc document details and audit trails while restricting deletion of attachments or linked objects, or restricting edits altogether. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, or any other client cannot run it, whatever the prompt says.
What happens to a PandaDoc connection when someone leaves?
Offboarding that person in Elaichi ends their access to PandaDoc through every AI client at once. A PandaDoc connection they shared with a team keeps working for everyone else on it. If you want PandaDoc removed entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, Microsoft Copilot, and every other client at the same time.
Does the PandaDoc MCP connector work with Gemini, Codex, Claude Code or other MCP clients?
Yes. PandaDoc is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.
Is Elaichi an alternative to Zapier MCP for PandaDoc?
Yes. Both let Claude, ChatGPT or Cursor use PandaDoc. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every PandaDoc call.
How is Elaichi different from Composio for PandaDoc?
Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to PandaDoc: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.
Put PandaDoc in front of your team
14 days of Black, no credit card. Connect it once and pick what each team can call.
When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.
Add one link to your AI app
The same link for everyone on your team.
https://api.elaichi.ai/mcp
- ChatGPT
- Claude
- Cursor
- Microsoft Copilot