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.

documents

PandaDoc CLI for AI Agents

Use the PandaDoc CLI from KosmoKrator to call PandaDoc tools headlessly, return JSON, inspect schemas, and automate workflows from coding agents, scripts, and CI.

9 functions 6 read 3 write Manual OAuth token auth

Submit PandaDoc feedback View package source

PandaDoc CLI Setup

PandaDoc can be configured headlessly with `kosmokrator integrations:configure pandadoc`.

# Install KosmoKrator first if it is not available on PATH.
curl -fsSL https://raw.githubusercontent.com/OpenCompanyApp/kosmokrator/main/install.sh | bash

# Configure and verify this integration.
kosmokrator integrations:configure pandadoc --set access_token="$PANDADOC_ACCESS_TOKEN" --enable --read allow --write ask --json
kosmokrator integrations:doctor pandadoc --json
kosmokrator integrations:status --json

Credentials

Authentication type: Manual OAuth token oauth2_manual_token. Configure credentials once, then use the same stored profile from scripts, coding CLIs, Lua code mode, and the MCP gateway.

Key	Env var	Type	Required	Label
`access_token`	`PANDADOC_ACCESS_TOKEN`	Secret `secret`	yes	Access Token
`url`	`PANDADOC_URL`	URL `url`	no	API Base URL

Call PandaDoc Headlessly

Use the generic call form when another coding CLI or script needs a stable universal interface.

kosmo integrations:call pandadoc.pandadoc_list_documents '{
  "page": 1,
  "count": 1
}' --json

Use the provider shortcut form for shorter human-facing commands.

kosmo integrations:pandadoc pandadoc_list_documents '{
  "page": 1,
  "count": 1
}' --json

Agent Discovery Commands

These commands return structured output for coding agents that need to inspect capabilities before choosing a function.

kosmo integrations:docs pandadoc --json
kosmo integrations:docs pandadoc.pandadoc_list_documents --json
kosmo integrations:schema pandadoc.pandadoc_list_documents --json
kosmo integrations:search "PandaDoc" --json
kosmo integrations:list --json

All CLI Functions

Every function below can be called headlessly. The generic form is stable across all integrations; the provider shortcut is shorter but specific to PandaDoc.

`pandadoc.pandadoc_list_documents`

Read read

List documents from PandaDoc. Returns a paginated list of documents with their IDs, names, status, and metadata.

Parameters: page, count

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_list_documents '{"page":1,"count":1}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_list_documents '{"page":1,"count":1}' --json

`pandadoc.pandadoc_get_document`

Read read

Get details of a specific PandaDoc document by ID. Returns document metadata, status, recipients, and fields.

Parameters: id

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_get_document '{"id":"example_id"}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_get_document '{"id":"example_id"}' --json

`pandadoc.pandadoc_create_document`

Write write

Create a new PandaDoc document from an existing template. The document is created in draft status and can then be sent for signature.

Parameters: name, template_id, recipients, tokens, fields, metadata

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_create_document '{"name":"example_name","template_id":"example_template_id","recipients":"example_recipients","tokens":"example_tokens","fields":"example_fields","metadata":"example_metadata"}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_create_document '{"name":"example_name","template_id":"example_template_id","recipients":"example_recipients","tokens":"example_tokens","fields":"example_fields","metadata":"example_metadata"}' --json

`pandadoc.pandadoc_send_document`

Write write

Send a PandaDoc document to recipients for signature. The document must be in draft status. Once sent, recipients will receive an email notification.

Parameters: id, message, silent

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_send_document '{"id":"example_id","message":"example_message","silent":true}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_send_document '{"id":"example_id","message":"example_message","silent":true}' --json

`pandadoc.pandadoc_list_templates`

Read read

List available document templates from PandaDoc. Returns template IDs, names, and metadata for creating new documents.

Parameters: page

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_list_templates '{"page":1}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_list_templates '{"page":1}' --json

`pandadoc.pandadoc_get_template`

Read read

Get details of a specific PandaDoc template by ID. Returns template metadata, fields, tokens, and recipient roles.

Parameters: id

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_get_template '{"id":"example_id"}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_get_template '{"id":"example_id"}' --json

`pandadoc.pandadoc_download_document`

Read read

Download a PandaDoc document as a PDF. Returns the PDF content as a base64-encoded string.

Parameters: id

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_download_document '{"id":"example_id"}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_download_document '{"id":"example_id"}' --json

`pandadoc.pandadoc_create_link`

Write write

Create a signed sharing link (session) for a PandaDoc document. The link allows viewing the document without authentication.

Parameters: id, lifetime

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_create_link '{"id":"example_id","lifetime":1}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_create_link '{"id":"example_id","lifetime":1}' --json

`pandadoc.pandadoc_get_current_user`

Read read

Get the profile of the currently authenticated PandaDoc user. Useful for verifying the connection and identifying the account.

Parameters: none

Generic CLI call

kosmo integrations:call pandadoc.pandadoc_get_current_user '{}' --json

Provider shortcut

kosmo integrations:pandadoc pandadoc_get_current_user '{}' --json

Function Schemas

Use these parameter tables when building CLI payloads without calling integrations:schema first.

`pandadoc.pandadoc_list_documents`

List documents from PandaDoc. Returns a paginated list of documents with their IDs, names, status, and metadata.

Operation: Read read
Schema command: kosmo integrations:schema pandadoc.pandadoc_list_documents --json

Parameter	Type	Required	Description
`page`	integer	no	Page number for pagination (default: 1).
`count`	integer	no	Number of documents per page (default: 50, max: 100).

`pandadoc.pandadoc_get_document`

Get details of a specific PandaDoc document by ID. Returns document metadata, status, recipients, and fields.

Operation: Read read
Schema command: kosmo integrations:schema pandadoc.pandadoc_get_document --json

Parameter	Type	Required	Description
`id`	string	yes	The document UUID.

`pandadoc.pandadoc_create_document`

Create a new PandaDoc document from an existing template. The document is created in draft status and can then be sent for signature.

Operation: Write write
Schema command: kosmo integrations:schema pandadoc.pandadoc_create_document --json

Parameter	Type	Required	Description
`name`	string	yes	Name for the new document.
`template_id`	string	yes	UUID of the template to create the document from.
`recipients`	array	no	List of recipients. Each recipient should have "email" and optionally "first_name", "last_name", "role".
`tokens`	array	no	List of template tokens to fill. Each token should have "name" and "value".
`fields`	array	no	Prefill fields. Each field should have "name" (or "field_uuid") and "value".
`metadata`	object	no	Custom metadata key-value pairs to attach to the document.

`pandadoc.pandadoc_send_document`

Send a PandaDoc document to recipients for signature. The document must be in draft status. Once sent, recipients will receive an email notification.

Operation: Write write
Schema command: kosmo integrations:schema pandadoc.pandadoc_send_document --json

Parameter	Type	Required	Description
`id`	string	yes	The document UUID to send.
`message`	string	no	Custom message to include in the email notification to recipients.
`silent`	boolean	no	If true, the document changes status to sent but no email is sent to recipients (default: false).

`pandadoc.pandadoc_list_templates`

List available document templates from PandaDoc. Returns template IDs, names, and metadata for creating new documents.

Operation: Read read
Schema command: kosmo integrations:schema pandadoc.pandadoc_list_templates --json

Parameter	Type	Required	Description
`page`	integer	no	Page number for pagination (default: 1).

`pandadoc.pandadoc_get_template`

Get details of a specific PandaDoc template by ID. Returns template metadata, fields, tokens, and recipient roles.

Operation: Read read
Schema command: kosmo integrations:schema pandadoc.pandadoc_get_template --json

Parameter	Type	Required	Description
`id`	string	yes	The template UUID.

`pandadoc.pandadoc_download_document`

Download a PandaDoc document as a PDF. Returns the PDF content as a base64-encoded string.

Operation: Read read
Schema command: kosmo integrations:schema pandadoc.pandadoc_download_document --json

Parameter	Type	Required	Description
`id`	string	yes	The document UUID to download.

`pandadoc.pandadoc_create_link`

Create a signed sharing link (session) for a PandaDoc document. The link allows viewing the document without authentication.

Operation: Write write
Schema command: kosmo integrations:schema pandadoc.pandadoc_create_link --json

Parameter	Type	Required	Description
`id`	string	yes	The document UUID to create a sharing link for.
`lifetime`	integer	no	Session lifetime in seconds (default: 3600). After this time the link expires.

`pandadoc.pandadoc_get_current_user`

Get the profile of the currently authenticated PandaDoc user. Useful for verifying the connection and identifying the account.

Operation: Read read
Schema command: kosmo integrations:schema pandadoc.pandadoc_get_current_user --json

Parameter	Type	Required	Description
No parameters.

Permissions

Headless calls still follow the integration read/write permission policy. Configure read/write defaults with integrations:configure. Add --force only for trusted automation that should bypass that policy.