Can I use PandaDoc as a CLI?

Yes. KosmoKrator exposes a PandaDoc CLI through kosmo integrations:call and the provider shortcut command. Commands can return JSON for scripts, CI, and coding agents.

Can I expose PandaDoc through MCP?

Yes. The KosmoKrator MCP gateway can expose selected PandaDoc tools to clients such as Claude Code, Cursor, Codex, and other MCP-compatible tools.

Where are PandaDoc credentials stored?

PandaDoc credentials are configured in KosmoKrator's local integration settings and reused by CLI, Lua, and MCP gateway surfaces.

Can I deny write access for PandaDoc MCP tools?

Yes. Start the gateway with --write=deny for read-only clients, or use ask/allow only for trusted workspaces.

productivity

PandaDoc MCP, CLI, and Lua Integration for AI Agents

PandaDoc integration docs for AI agents: MCP gateway setup, PandaDoc CLI commands, Lua API reference, credentials, and function schemas.

PandaDoc for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Agent Surfaces

PandaDoc CLIHeadless setup, JSON output, direct function calls. PandaDoc MCPExpose selected tools to local MCP clients. PandaDoc LuaAgent-facing namespace and Lua reference. FeedbackReport missing tools, auth issues, or bad metadata.

Machine-Readable Metadata

integration_slug: pandadoc
route_slug: pandadoc
package: pandadoc
auth_strategy: oauth2_manual_token
cli_setup_supported: true
cli_runtime_supported: true
mcp_gateway_supported: true
lua_supported: true

Function Catalog

Function	Type	Parameters	Description
`pandadoc.pandadoc_list_documents`	Read `read`	2	List documents from PandaDoc. Returns a paginated list of documents with their IDs, names, status, and metadata.
`pandadoc.pandadoc_get_document`	Read `read`	1	Get details of a specific PandaDoc document by ID. Returns document metadata, status, recipients, and fields.
`pandadoc.pandadoc_create_document`	Write `write`	6	Create a new PandaDoc document from an existing template. The document is created in draft status and can then be sent for signature.
`pandadoc.pandadoc_send_document`	Write `write`	3	Send a PandaDoc document to recipients for signature. The document must be in draft status. Once sent, recipients will receive an email notification.
`pandadoc.pandadoc_list_templates`	Read `read`	1	List available document templates from PandaDoc. Returns template IDs, names, and metadata for creating new documents.
`pandadoc.pandadoc_get_template`	Read `read`	1	Get details of a specific PandaDoc template by ID. Returns template metadata, fields, tokens, and recipient roles.
`pandadoc.pandadoc_download_document`	Read `read`	1	Download a PandaDoc document as a PDF. Returns the PDF content as a base64-encoded string.
`pandadoc.pandadoc_create_link`	Write `write`	2	Create a signed sharing link (session) for a PandaDoc document. The link allows viewing the document without authentication.
`pandadoc.pandadoc_get_current_user`	Read `read`	0	Get the profile of the currently authenticated PandaDoc user. Useful for verifying the connection and identifying the account.