# PandaDoc (npm · @mindstone/mcp-server-pandadoc)

PandaDoc document automation MCP server for Model Context Protocol hosts

- Trust score: 64/100 (medium)
- Change this week: +21
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-03

## Components

- npm · `@mindstone/mcp-server-pandadoc`: 64/100 (this document), [markdown](https://verifymcp.io/servers/mindstone-mcp-server-pandadoc/mindstone-mcp-server-pandadoc.md), [page](https://verifymcp.io/servers/mindstone-mcp-server-pandadoc/mindstone-mcp-server-pandadoc)

## Channel facts

- Registry: `npm`
- Package: `@mindstone/mcp-server-pandadoc`
- Version: `0.2.2`
- Transport: `stdio`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-03.

- **Supply Chain Security**: 87/100
  - No malware found by supply-chain analysis.
  - Only part of the dependency tree could be resolved (95 of 99), so this covers what we could see, not the whole tree.
  - No install/post-install scripts declared.
  - Only part of the dependency tree could be resolved (95 of 99), so this covers what we could see, not the whole tree.
- **Provenance & Transparency**: 32/100
  - Source repository is publicly reachable at the declared URL.
  - Provenance check failed: no build-provenance attestation is published.
  - License check failed: the license (FSL-1.1-MIT) isn't a recognized OSI-approved license.
  - Actively maintained (last published 76 days ago).
  - Disclosure check failed: no security disclosure policy was found in the source repository.
- **Schema Quality & AI Usability**: 64/100
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 1855 tokens (~206/item across 9 items; 9 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 23/100
  - Stability observed for 7 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### Claude

```bash
claude mcp add mindstone-mcp-server-pandadoc -- npx -y @mindstone/mcp-server-pandadoc
```

### Codex

```bash
codex mcp add mindstone-mcp-server-pandadoc -- npx -y @mindstone/mcp-server-pandadoc
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "mindstone-mcp-server-pandadoc": {
      "type": "local",
      "command": [
        "npx",
        "-y",
        "@mindstone/mcp-server-pandadoc"
      ],
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add mindstone-mcp-server-pandadoc --command npx --arg -y --arg @mindstone/mcp-server-pandadoc
```

### Hermes

```yaml
mcp_servers:
  mindstone-mcp-server-pandadoc:
    command: "npx"
    args: ["-y", "@mindstone/mcp-server-pandadoc"]
```

### Other

```json
{
  "mcpServers": {
    "mindstone-mcp-server-pandadoc": {
      "command": "npx",
      "args": [
        "-y",
        "@mindstone/mcp-server-pandadoc"
      ]
    }
  }
}
```

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-03 (score 64, +4)

- [functional improvement] Stability: unverified → 0.23

### 2026-08-02 (score 60, +55)

- [security regression] Provenance: unverified → fail
- [security improvement] Install scripts: unverified → pass
- [security improvement] Known CVEs: unverified → partial
- [security improvement] Malware scan: unverified → pass
- [security] Stability: Stability not yet verified: not enough scan history yet (needs a 30-day window).
- [functional regression] License: unverified → fail
- [functional improvement] Schema quality: unverified → excellent
- [functional improvement] Dependency health: unverified → partial
- [functional improvement] Maintenance: unverified → pass
- [functional improvement] MCP protocol: unverified → pass
- [functional improvement] Tool coverage: unverified → 100
- [functional] Licence: FSL-1.1-MIT

### 2026-08-01 (score 5, −1)

- [functional regression] Dependency health: partial → unverified

### 2026-07-31 (score 6, −37)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-27 (score 43)

First indexed and scored.

## MCP tools (9)

### `configure_pandadoc_api_key` (~100 tokens)

Configure the PandaDoc API key. Call this tool when the user provides their PandaDoc API key. Get an API key from the PandaDoc Developer Dashboard: Settings → API → Developer Dashboard → Generate a Sandbox key (for testing) or Production key (for live use). Note: API access requires a PandaDoc Business or Enterprise plan.

Input parameters:

- `api_key` (string, required): The PandaDoc API key from Settings > API > Developer Dashboard

### `list_documents` (~325 tokens)

List and search PandaDoc documents with filtering.

Supports filtering by status, template, name/reference, tags, metadata, date ranges, and more.
Returns compact summaries: id, name, status, dates.

Status codes: 0=draft, 1=sent, 2=completed, 3=uploaded, 4=error, 5=viewed,
6=waiting_approval, 7=approved, 8=rejected, 9=waiting_pay, 10=paid, 11=voided, 12=declined

RELATED TOOLS:
\- get_document_details: Get full details for a specific document
\- get_document_status: Quick status check by document ID

Input parameters:

- `count` (number): Results per page (default 50, max 100)
- `created_from` (string): Documents created on or after this date (ISO 8601)
- `created_to` (string): Documents created before this date (ISO 8601)
- `folder_uuid` (string): Filter by folder ID
- `order_by` (string): Sort field. Prefix with - for DESC (e.g., "-date_created"). Default: date_status_changed
- `page` (number): Page number (starts at 1)
- `q` (string): Search by document name or reference number
- `status` (number): Filter by status code (0=draft, 1=sent, 2=completed, etc.)
- `tag` (string): Filter by tag
- `template_id` (string): Filter by parent template ID

### `get_document_status` (~166 tokens)

Check the current status of a PandaDoc document.

Returns: id, name, status, dates. Lightweight alternative to get_document_details.
Use this to poll after upload/creation until status changes to 'document.draft'.

Status values: document.uploaded, document.draft, document.sent, document.completed,
document.viewed, document.waiting_approval, document.approved, document.rejected,
document.waiting_pay, document.paid, document.voided, document.declined, document.error

WORKFLOW — After upload:
1\. Upload returns status 'document.uploaded'
2\. Poll this tool every 2-3 seconds
3\. When status is 'document.draft', the document is ready to send

Input parameters:

- `document_id` (string, required): The document ID

### `get_document_details` (~104 tokens)

Get full details for a PandaDoc document.

Returns comprehensive data: recipients, fields, tokens, pricing, metadata, tags, linked objects, and more.
Use this to inspect a document's content and state before sending or after completion.

RELATED TOOLS:
\- list_documents: Find document IDs
\- get_document_status: Quick status check (lighter weight than full details)
\- send_document: Send the document for signing

Input parameters:

- `document_id` (string, required): The document ID

### `create_document_from_template` (~267 tokens)

Create a new PandaDoc document from an existing template.

Templates can contain fields, tokens (variables), pricing tables, images, and content placeholders.
Pre-fill field values, set recipients, and customize content when creating.

WORKFLOW:
1\. Call list_templates to find the template ID
2\. Create the document with this tool (pre-fill fields/tokens as needed)
3\. Poll get_document_status until status is 'document.draft'
4\. Use send_document to send for signing

RELATED TOOLS:
\- list_templates: Find available templates and their IDs
\- get_document_details: See all fields/tokens after creation
\- send_document: Send the created document

Input parameters:

- `fields` (object): Map of field names to values: { "FieldName": { "value": "text" } }
- `folder_uuid` (string): Folder ID to store the document in
- `metadata` (object): Custom key-value metadata to associate with the document
- `name` (string): Document name
- `recipients` (array, required): Document recipients (at least one required)
- `tags` (array): Tags to apply
- `template_uuid` (string, required): Template ID (from list_templates or PandaDoc app URL)
- `tokens` (array): Template variables to pre-fill

### `upload_document` (~305 tokens)

Upload a PDF, DOCX, or RTF file to PandaDoc to create a new document.

The file is uploaded and converted into an interactive PandaDoc document.
After upload, the document status is 'document.uploaded' and transitions to 'document.draft' after processing (typically 1-5 seconds).

WORKFLOW:
1\. Upload the file with this tool
2\. Poll get_document_status until status is 'document.draft'
3\. Then use send_document to send it for signing

COMMON MISTAKES:
\- Don't try to send a document while it's still in 'document.uploaded' status — wait for 'document.draft'
\- File must be under 50 MB
\- Encrypted PDFs are not supported

RELATED TOOLS:
\- get_document_status: Check when document is ready (status = 'document.draft')
\- send_document: Send the processed document for e-signature

Input parameters:

- `file_path` (string, required): Absolute path to the PDF, DOCX, or RTF file to upload
- `folder_uuid` (string): ID of the PandaDoc folder to store the document in
- `name` (string): Document name in PandaDoc (defaults to filename)
- `parse_form_fields` (boolean): If true, recognizes PDF form fields as PandaDoc fields. Default: false
- `recipients` (array): List of document recipients (at least one required for sending)
- `tags` (array): Tags to apply to the document

### `send_document` (~301 tokens)

Send a PandaDoc document to recipients for viewing/signing.

The document must be in 'document.draft' status before sending.
Optionally include a custom email message and subject line.

⚠️ WARNING — silent: true SUPPRESSES SIGNER NOTIFICATIONS.
Setting silent: true tells PandaDoc to skip / suppress the email notifications
that would normally be sent to every recipient. The document is still marked
as sent on the PandaDoc side, but no signer notification email is delivered,
which means recipients have no way of knowing the document is waiting for
them unless they are notified through some other channel. Default is false
(notifications are sent). Only pass silent: true when the user has explicitly
asked you to skip / suppress the email notifications for this send.

COMMON MISTAKES:
\- Cannot send a document in 'document.uploaded' status — wait for 'document.draft'
\- Cannot re-send a document that is already 'document.completed' or 'document.voided'

RELATED TOOLS:
\- get_document_status: Verify document is in 'document.draft' before sending
\- get_document_details: Review document content before sending

Input parameters:

- `document_id` (string, required): The document ID
- `message` (string): Email body message sent to recipients with the document link
- `silent` (boolean): If true, suppresses email notifications to recipients. Default: false
- `subject` (string): Email subject line

### `download_document` (~170 tokens)

Download a PandaDoc document as a PDF file.

Returns the file path where the PDF has been saved. The document must be in a
completed or sent status to download.

RELATED TOOLS:
\- get_document_status: Check document status before downloading
\- list_documents: Find document IDs

Input parameters:

- `document_id` (string, required): The document ID
- `separate_files` (boolean): If true, downloads as a zip archive with separate PDFs per section
- `watermark_color` (string): Watermark color as HEX code (e.g., "#FF5733")
- `watermark_font_size` (number): Watermark font size
- `watermark_opacity` (number): Watermark opacity (0.0 to 1.0)
- `watermark_text` (string): Optional watermark text to overlay on the PDF

### `list_templates` (~117 tokens)

List available PandaDoc templates.

Returns template IDs, names, and dates. Use template IDs with create_document_from_template.

RELATED TOOLS:
\- create_document_from_template: Use a template ID to create a new document

Input parameters:

- `count` (number): Results per page (default 50, max 100)
- `folder_uuid` (string): Filter by folder ID
- `page` (number): Page number (starts at 1)
- `q` (string): Search by template name
- `tag` (array): Filter by tags

## Diagnostics

Captured diagnostic sections: Provenance, Dependencies. The full working is on the page: https://verifymcp.io/servers/mindstone-mcp-server-pandadoc/mindstone-mcp-server-pandadoc#diagnostics

## Score history

- 2026-08-03: 64
- 2026-08-02: 60
- 2026-08-01: 5
- 2026-07-31: 6
- 2026-07-30: 43
- 2026-07-28: 43
- 2026-07-27: 43

## Links

- npm package: https://www.npmjs.com/package/@mindstone/mcp-server-pandadoc
- Socket report: https://socket.dev/npm/package/@mindstone/mcp-server-pandadoc
- Repository: https://github.com/mindstone/mcp-servers
- Changelog RSS feed: https://verifymcp.io/servers/mindstone-mcp-server-pandadoc/mindstone-mcp-server-pandadoc/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/mindstone-mcp-server-pandadoc/mindstone-mcp-server-pandadoc/changelog.json
- HTML version of this page: https://verifymcp.io/servers/mindstone-mcp-server-pandadoc/mindstone-mcp-server-pandadoc