pandadoc-9023e0 — independently scanned and version-tracked by SaferSkills.
SaferSkills independently audited pandadoc-9023e0 (Plugin) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.
Findings & checks · 0 flagged
Every scanned point with the score it earned and what moved between them.
First recorded scan — no prior version to compare against.
The primary manifest — the file an agent reads to learn what this artifact does.
<div align="center">
<img src="./pd-mark_green_pd_white.svg" alt="PandaDoc" width="72" height="72">
AI drafts it. PandaDoc makes it real.
Check document status, see who's signed, and understand your agreements.<br> When you need a new one, create it from a template and send it for signature — right from your AI assistant.
<sub>Official PandaDoc MCP server and AI plugins · Hosted by PandaDoc · OAuth sign-in</sub>
[Connect your assistant](#installation--setup) · Explore workflows · Documentation
</div>
Use the AI assistant you already work with to find answers and take action in your PandaDoc account.
| What you need | Try asking |
|---|---|
| Check signing status | “What's the status of the Acme contract? Who still needs to sign?” |
| Understand an agreement | “Summarize this contract's payment terms and key obligations.” |
| Review your pipeline | “Which documents are still waiting for signatures this week?” |
| Plan for renewals | “Which signed agreements are coming up for renewal this quarter?” |
| Prepare a follow-up | “Find our outstanding proposals and draft a follow-up for each.” |
| Create and send | “Create an NDA for Acme from our standard template. Let me review it before sending.” |
Your assistant combines the available PandaDoc tools to carry out your request. PandaDoc handles document delivery, e-signatures, and status tracking.
Choose your assistant, follow its setup steps, then sign in to PandaDoc. For your first request, try: “Show me my five most recently updated documents.”
<table> <tr> <td align="center" width="220"><a href="#chatgpt"><img src="./assets/readme/chatgpt.svg" alt="" width="28" height="28"><br><strong>ChatGPT</strong></a></td> <td align="center" width="220"><a href="#claude-desktop"><img src="./assets/readme/claude.svg" alt="" width="28" height="28"><br><strong>Claude Desktop</strong></a></td> <td align="center" width="220"><a href="#claude-code"><img src="./assets/readme/claude.svg" alt="" width="28" height="28"><br><strong>Claude Code</strong></a></td> </tr> <tr> <td align="center"><a href="#cursor"><img src="./assets/readme/cursor.svg" alt="" width="28" height="28"><br><strong>Cursor</strong></a></td> <td align="center"><a href="#codex"><img src="./assets/readme/codex.svg" alt="" width="28" height="28"><br><strong>Codex</strong></a></td> <td align="center"><a href="#vs-code"><img src="./assets/readme/github-copilot.svg" alt="" width="28" height="28"><br><strong>VS Code</strong></a><br><sub>GitHub Copilot</sub></td> </tr> <tr> <td align="center"><a href="#cline"><img src="./assets/readme/cline.svg" alt="" width="28" height="28"><br><strong>Cline</strong></a></td> <td align="center"><a href="#opencode"><img src="./assets/readme/opencode.svg" alt="" width="28" height="28"><br><strong>OpenCode</strong></a></td> <td align="center"><a href="#gemini-powered-by-gemini-cli"><img src="./assets/readme/gemini.svg" alt="" width="28" height="28"><br><strong>Gemini CLI</strong></a></td> </tr> <tr> <td align="center"><a href="#pandadoc-antigravity-plugin"><img src="./assets/readme/antigravity.svg" alt="" width="28" height="28"><br><strong>Google Antigravity</strong></a></td> <td align="center"><a href="#kiro"><img src="./assets/readme/kiro.svg" alt="" width="28" height="28"><br><strong>Kiro</strong></a></td> <td align="center"><a href="#openclaw"><img src="./assets/readme/openclaw.svg" alt="" width="28" height="28"><br><strong>OpenClaw</strong></a></td> </tr> </table>
<details> <summary><strong>Using another assistant or building your own agent?</strong></summary>
Connect it to the hosted PandaDoc MCP server using Streamable HTTP and OAuth. PandaDoc hosts the server; you do not need to run one locally.
| PandaDoc account | Server URL |
|---|---|
Global (app.pandadoc.com) | https://mcp.pandadoc.com/v1/mcp |
European (app.pandadoc.eu) | https://mcp.pandadoc.eu/v1/mcp |
Use the endpoint for your account's region. See the MCP setup guide and supported clients.
</details>
Sign in with PandaDoc. During authorization, select your workspace and choose what your assistant can access. The manual setup examples below use the global server URL. For a European account, follow the regional setup instructions.
<a id="chatgpt"></a>
Connect the PandaDoc app for ChatGPT to work with your documents directly in a conversation.
For European accounts, connect through a custom MCP server as described in the PandaDoc ChatGPT setup guide. The app directory listing connects to the global region.
<a id="claude-desktop"></a>
https://mcp.pandadoc.com/v1/mcpPandaDoc should appear in your connected tools. Start a conversation and ask about a document.
<a id="pandadoc-claude-plugin"></a> <a id="claude-code"></a>
The PandaDoc Claude plugin includes the connector, guided document workflows, and a session-start overview of the available skills. It works in the terminal, the Code tab in Claude Desktop, IDE extensions, and Claude Code on the web.
/plugin marketplace add PandaDoc/mcp-server-guide /plugin install pandadoc@pandadoc/mcp, select PandaDoc, and complete authorization. In the desktop app or IDE, select Connect on the plugin's PandaDoc connector./ to browse the skills, or describe your task.Use /plugin marketplace update to refresh the marketplace when updating the plugin.
<details> <summary>Connect the MCP server without installing the plugin</summary>
Run this command in your terminal:
claude mcp add pandadoc --transport http https://mcp.pandadoc.com/v1/mcpStart claude, run /mcp, and select PandaDoc to authorize. Return to /mcp after signing in to confirm the server is connected.
</details>
<a id="cursor"></a>
mcpServers object in the configuration file: {
"mcpServers": {
"pandadoc": {
"url": "https://mcp.pandadoc.com/v1/mcp"
}
}
}<details> <summary>Already have another MCP server configured?</summary>
Keep your existing entries and add pandadoc alongside them, with a comma between entries:
{
"mcpServers": {
"existing-server": {
"url": "https://mcp.example.com/mcp"
},
"pandadoc": {
"url": "https://mcp.pandadoc.com/v1/mcp"
}
}
}</details>
<a id="codex"></a>
https://mcp.pandadoc.com/v1/mcp<a id="vs-code"></a>
https://mcp.pandadoc.com/v1/mcp and use PandaDoc as the server ID.<a id="cline"></a>
npm install -g cline cline mcp add pandadoc --transport streamable-http https://mcp.pandadoc.com/v1/mcpRun cline mcp to manage the connection later.
<a id="opencode"></a>
opencode mcp add| Setting | Value |
|---|---|
| Server name | pandadoc |
| Server type | Remote |
| Server URL | https://mcp.pandadoc.com/v1/mcp |
| Requires OAuth | Yes |
| Pre-registered client ID | No |
opencode mcp auth pandadocopencode and run /mcp to confirm PandaDoc is connected.<a id="gemini-powered-by-gemini-cli"></a>
Install the PandaDoc extension from this repository:
gemini extensions install https://github.com/PandaDoc/mcp-server-guideFollow the installation prompts and complete PandaDoc authorization when requested.
<a id="pandadoc-antigravity-plugin"></a> <a id="google-antigravity"></a>
Install the Google Antigravity plugin with the PandaDoc connector and document workflows:
agy plugin install https://github.com/PandaDoc/mcp-server-guideOpen Customizations, select Authenticate beside PandaDoc, and authorize access. Paste the authorization code into the panel when prompted.
Use a slash command such as /pandadoc-nda-fast-send, or describe your task. Antigravity reads the connector configuration from mcp_config.json.
<a id="kiro"></a>
https://github.com/PandaDoc/mcp-server-guide and select Install.<a id="openclaw"></a>
Install the PandaDoc plugin, connect the hosted server, and sign in:
openclaw plugins install clawhub:@pandadoc/pandadoc
openclaw mcp set pandadoc '{"url":"https://mcp.pandadoc.com/v1/mcp","transport":"streamable-http","auth":"oauth"}'
openclaw mcp login pandadoc
openclaw mcp doctor pandadoc --probeComplete PandaDoc authorization in your browser. Start a new agent session to use the included skills.
PandaDoc plugins include guided workflows called skills. They help your assistant check the details, work through a task, and ask for confirmation before sending a document. Availability depends on your client's support for plugin skills.
| Workflow | What it helps you do |
|---|---|
| Signing progress | See who has signed, who is outstanding, and which documents have stalled. |
| Follow-up list | Prioritize unsigned documents and draft follow-up messages. |
| Signing pipeline report | Review status counts, time to sign, and value in flight. |
| Contract register | Gather signed agreements and their extracted key terms. |
| NDA | Prepare an NDA from your template, check recipients, and send on confirmation. |
| Quotes and proposals | Populate pricing, verify totals, and prepare a proposal for signature. |
| Internal approvals | Route a document through its configured approval chain. |
| Onboarding agreements | Fill in onboarding paperwork and assign fields to the right signer. |
| Invoice handoff | Create an invoice from a signed quote's pricing. |
Sign-in connects your assistant to the PandaDoc workspace you select. Actions follow the access you grant and your existing PandaDoc permissions.
Requests go to PandaDoc. Returned document content becomes part of your assistant's conversation and may be processed by its configured model provider. Sending a document can notify its recipients.
PandaDoc document and operation limits apply when using the connector. See API rate limits for details.
| Resource | Where to go |
|---|---|
| Setup and connection help | Getting started |
| More things to try | PandaDoc prompt library |
| Product support | PandaDoc Help Center |
| Privacy | PandaDoc Privacy Notice |
~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.