PandaDoc Slack integration for your AI agent
Integrate PandaDoc MCP server into your Slack workspace for instant access to your AI agent.
Create, Approve, Track & eSign Docs 40% Faster
Categories
Available Tools
Tools that your AI agent can use through this MCP server to interact with PandaDoc
List Template Id Options
Retrieves available options for the Template Id field.
List Document Id Options
Retrieves available options for the Document Id field.
List Document Folder Id Options
Retrieves available options for the Document Folder Id field.
List Completed Document Id Options
Retrieves available options for the Completed Document Id field.
Send Document
Move a document to sent status and send an optional email. See the documentation
List Folders
List folders which contain Documents. See the documentation here
List Documents
List documents, optionally filtering by a search query or tags. See the documentation here
List Document Attachments
Returns a list of attachments associated with a specified document. See the documentation here
List Contacts
List all contacts within an account. See the documentation here
Get Document Status
Get basic status info about a document. See documentation here
Download Protected Document
Download a completed document as a verifiable PDF. See documentation here
Download Document
Download a document as PDF. See documentation here
Get Document Details
Return detailed data about a document. See the documentation here
Create or Update Contact
This method adds or updates a contact using the email as index. See the documentation here
Create Folder
Create a new folder to store your documents. See the documentation here
Create Document From Template
Create a Document from a PandaDoc Template. See the documentation here
Create Document From File
Create a document from a file or public file URL. See the documentation here
Create Document Attachment
Adds an attachment to a document. See the documentation here