Pandadoc MCP integration
Reads recipients, fields, and pricing on a document, builds new ones from uploaded files, and keeps folders and contacts current.
14actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create or update contact
Lyro creates or updates a contact in PandaDoc by email address. Support keeps customer records current without manual entry or duplicates.
Create document from file upload
Lyro generates a PandaDoc document by uploading a PDF, DOCX, or RTF file. Support turns existing documents into editable templates instantly.
List contacts
Lyro retrieves all contacts from PandaDoc. Support finds and manages customer records in bulk or searches for specific entries.
How businesses use Pandadoc + Lyro
Each card is one request a support team gets, and the Pandadoc actions Lyro runs to close it.
Answer where a contract stands and what is in it
Lyro fetches a document's recipients, field and token values, pricing data, tags, and content-block names, so a question about who has still to sign or what was quoted comes from the live record.
Get Document DetailsList TemplatesGet Template DetailsTurn an uploaded file into a PandaDoc document
Lyro creates a document from the PDF, DOCX, or RTF a customer sent or from a URL, then adds supplemental files such as a spreadsheet as downloadable attachments on the draft.
Create Document From File UploadCreate Document AttachmentCreate TemplateFile documents and prune the template library
Lyro creates a folder, moves a draft into it, and removes a template that has been superseded, so the workspace matches how the team actually files its work.
Create Document FolderMove Document To FolderDelete TemplateReact to a document status change as it happens
Lyro subscribes to PandaDoc events for status changes and recipient completions, then reads the finished document and updates the signer's contact record so the follow-up starts from current data.
Create PandaDoc WebhookGet Document DetailsCreate Or Update Contact
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Pandadoc actions it has and picks the ones a request needs.
Connect Pandadoc
Authorize the Pandadoc account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Pandadoc actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Pandadoc · Lyro
What can you do in Pandadoc without me setting anything up?
These, right away:
- Create document attachment
- Get document details
- Delete contact
Great, let's start with the first one.
FAQ
Everything else about Pandadoc
Setup, permissions, and the limits of what Lyro can do inside Pandadoc.
PandaDoc allows it on drafts only. Create Document Attachment works on documents in document.draft status, with a maximum of 10 files per document and 50MB per file, and Move Document To Folder has the same restriction: anything already sent or completed will fail.
Every action available in Pandadoc
All 14 actions your agent can call on Pandadoc, straight from the live MCP connection.
Create document attachment
Creates and adds an attachment to a PandaDoc document.
Create document from file upload
Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).
Create document folder
Creates a new folder in PandaDoc to organize documents.
Create or update contact
This tool creates a new contact or updates an existing one in PandaDoc based on the email address.
Create template
This tool allows users to create a new template in PandaDoc from a PDF file or from scratch.
Create pandadoc webhook
Creates a new webhook subscription in PandaDoc to receive notifications about specific events.
Delete contact
This tool allows you to delete a contact from your PandaDoc account.
Delete template
This tool deletes a specific template from PandaDoc.
Get document details
Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.
Get template details
This tool retrieves detailed information about a specific template by its ID.
List contacts
List all contacts in your PandaDoc workspace.
List document folders
This tool retrieves a list of all document folders in PandaDoc.
List templates
This tool retrieves a list of all templates available in the PandaDoc account.
Move document to folder
This tool allows users to move a document to a specific folder within their PandaDoc account.
The tools Pandadoc sits next to
Same connection, same setup. Pick the next one your team already uses.
Aryn
Partitions PDFs into text, tables, and images, files them into DocSets as tracked async tasks, and retrieves parsed elements or the original binary.
Craftmypdf
Generates documents from templates, fills PDF form fields, adds watermarks and page numbers, and merges several files into one.
Docupost
Checks the DocuPost balance, then posts a letter from a PDF URL or a postcard from front and back images to a confirmed address.
Files.com
Browses folders, reports who has access to a path and through which group, and revokes permissions, share links, and API keys on request.
Outline
Searches the wiki for the passage that answers a question, drafts and updates documents, files them into collections, and manages share links.
Signaturely
Searches documents and templates by text, reports whether the latest one was sent or completed, and maintains the folder structure.
Ready to connect Pandadoc?
Authorize the account and your agent has all 14 actions from the first conversation.