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PandaDoc for AI agents

PandaDoc handles document creation, e-signatures, and workflow automation for sales proposals and contracts. Sales and operations teams use it to move deals from draft to signed agreement. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect PandaDocSee the 14 actions ↓
DocumentsAPI keyMCP + RESTpandadoc.com
AUDIT LOG · PANDADOCPOLICY: acme-support
09:41:07 · claude · u_8f2read
pandadoc.list_contacts
List Contacts✓ allowed · 212ms
09:41:08 · claude · u_8f2read
pandadoc.list_templates
List Templates✓ allowed · 164ms
09:41:09 · claude · u_8f2write
pandadoc.create_folder
Create Document Folder✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
pandadoc.delete_contact
Delete Contact✕ blocked · policy: deny
EVERY PANDADOC CALL, ON THE RECORD
01 · USE CASES

What agents do in PandaDoc.

01

Create a document from a template

Generate a proposal or contract from a saved template filled with a client's details.

02

Check a document's status read-only

Look up a document's details to see if a client has viewed or signed it yet.

03

Delete a template with approval

Remove an outdated template only after a sales ops lead confirms it is retired.

02 · ACTIONS

14 PandaDoc actions, graded by risk.

Every PandaDoc action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

5

Look things up. Allowed by default.

  • pandadoc.list_contacts
    List Contacts
  • pandadoc.list_templates
    List Templates
  • pandadoc.get_document_details
    Get Document Details
  • pandadoc.get_template_details
    Get Template Details
  • pandadoc.list_document_folders
    List Document Folders

write

7

Create and change things. Allow, or ask the user first.

  • pandadoc.create_folder
    Create Document Folder
  • pandadoc.create_webhook
    Create PandaDoc Webhook
  • pandadoc.create_template
    Create Template
  • pandadoc.create_or_update_contact
    Create or Update Contact
  • pandadoc.create_document_from_file
    Create Document from File Upload
  • pandadoc.create_document_attachment
    Create Document Attachment
  • pandadoc.move_document_to_folder
    Move Document to Folder

destructive

2

Delete, cancel or archive. Ask first, or deny outright.

  • pandadoc.delete_contact
    Delete Contact
  • pandadoc.delete_template
    Delete Template
03 · HOW IT WORKS

PandaDoc in three steps.

  1. 01Your users connect PandaDocThey add their PandaDoc api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Document Folder” can wait for the user, and “delete Contact” can be denied outright.
  3. 03Any agent can actYour agent calls PandaDoc through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('pandadoc', {
  read: 'allow',
  write: 'ask',        // create_folder
  destructive: 'deny',  // delete_contact
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How PandaDoc connects.

Users add their PandaDoc api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same PandaDoc connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use PandaDoc from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More documents apps.

Google Docs43 actionsActiveMerge13 actionsAirparser10 actionsAlgodocs3 actionsDocuSign338 actionsSharePoint Graph162 actionsSharePoint105 actionsDocumenso77 actions
ALL DOCUMENTS APPS →
07 · FAQ

PandaDoc and Arc0, answered.

Q01

Can I use PandaDoc with Claude, ChatGPT or Cursor?

Yes. Connect PandaDoc to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the PandaDoc actions you allow.

Q02

How do users connect PandaDoc?

Users add their PandaDoc api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which PandaDoc actions can my agent take?

14 in total: 5 read, 7 write and 2 destructive, such as “create Document Folder”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in PandaDoc?

Yes. Actions like “delete Contact” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call PandaDoc too?

Yes. The same PandaDoc connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug PandaDoc into your agent.

Your users connect PandaDoc once, under your brand. Your agent gets 14 actions behind your policies, with every call on the record.

Connect PandaDocBrowse all apps →

Free to build · MCP + REST · Audit log on every plan