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PandaDoc MCP Integration for CrewAI

Connect PandaDoc to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

9 functions 6 read 3 write Manual OAuth token auth
Submit PandaDoc feedback View package source

Connect PandaDoc to CrewAI

Expose KosmoKrator integrations to CrewAI workers as scoped local tools.

Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with --write=deny so CrewAI can inspect read-capable tools without receiving write access by default.

PandaDoc MCP Config for CrewAI

Use per-worker integration scopes to avoid giving every worker every tool.

{
  "mcpServers": {
    "kosmokrator-pandadoc": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=pandadoc",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=pandadoc --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only PandaDoc instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

PandaDoc Tools Visible to CrewAI

CrewAI sees stable MCP tool names generated from the PandaDoc integration catalog.

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

Related PandaDoc Pages

PandaDoc CLIUse direct JSON commands instead of MCP discovery. PandaDoc MCPFull gateway reference and MCP tool names. KosmoKrator for CrewAIClient-level gateway setup.