PandaDoc is a document automation platform that helps users create professional documents from templates.

Using the PandaDoc MCP Server, you can create and populate professional documents through Claude Desktop, generating contracts, proposals, and reports by describing what you need in natural language.

This guide shows you how to connect the PandaDoc MCP Server to Claude Desktop.

Prerequisites

• A PandaDoc account 
• Claude Desktop 

Creating a PandaDoc template

PandaDoc creates documents from templates, so you’ll need a template that Claude can populate with your content.

In the PandaDoc dashboard, click Templates in the sidebar, then + Template (or Other Template Type, if you’re using a new account).

Select Blank Template.

Double-click the template name in the top-left corner and rename the template “Progress Report Template”. This will make it easy to reference the template when you ask Claude to create the document using PandaDoc.

Click Create document.

Retrieving the PandaDoc API key

In the PandaDoc dashboard, navigate to Settings → API and Integrations. Scroll down and click API under API and Webhooks.

On the API configuration page that opens, you can view the Sandbox and Production keys. Click Generate to create a Sandbox key, then copy the key and save it. You’ll need it for the Claude Desktop configuration.

Connecting the PandaDoc MCP Server

Now add the PandaDoc MCP Server to the Claude Desktop configuration.

In Claude Desktop, go to Settings → Developer → Edit Config.

Add the PandaDoc configuration to the claude_desktop_config.json file that opens:

Replace YOUR_SANDBOX_KEY with the sandbox key you copied from PandaDoc.

Restart Claude Desktop.

Configuring Claude for optimal PandaDoc integration

Update your response preferences in Claude Desktop to ensure Claude works effectively with PandaDoc templates.

Go to Settings → Profile and add the following instructions to your response preferences:

Testing the connection

Test the connection by asking Claude to find your PandaDoc template:

Generating and sharing a document

Now ask Claude to generate a short scrum report, and create and share the document using PandaDoc:

Claude will generate sample report content, populate your template, create the document in PandaDoc, and share it with the specified email address.

In a real-world scenario, you could provide the report content as part of the prompt, include a context document containing the data, or have Claude pull the information from another MCP server.

Conclusion

Now that you can generate documents in Claude Desktop using the PandaDoc MCP Server, try combining this functionality with other MCP servers. For example, you could use Slack conversations to automatically generate project reports or client updates with PandaDoc.