panda-doc

name

panda-doc

description

PandaDoc is a document automation and e-signature platform that enables businesses to create, send, track, and sign proposals, contracts, and other agreements, allowing teams to streamline approval workflows, manage document lifecycles, and integrate signing processes into business systems. Read and write PandaDoc data through One: documents, templates, webhooksubscriptions, contentlibraryitems, contacts, documentattachments and more, 117 actions with real parameter documentation. Use whenever the user asks to look something up in PandaDoc, create or update a record there, or build code against the PandaDoc API.

PandaDoc through One

PandaDoc is a document automation and e-signature platform that enables businesses to create, send, track, and sign proposals, contracts, and other agreements, allowing teams to streamline approval workflows, manage document lifecycles, and integrate signing processes into business systems.

One exposes PandaDoc through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform panda-doc if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm PandaDoc is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real PandaDoc account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Documents

Action	Method	Path	Action id
Download a Completed Document as a Protected PDF	GET	/public/v1/documents/{{id}}/download-protected	conn_mod_def::GKO2vPFluX8::T9M1a2UrSA-t6zst6DXpkw
Download a Document PDF	GET	/public/v1/documents/{{id}}/download	conn_mod_def::GKO2vGXJdow::tEu89aB8RmGgVvU-3nTM3Q
Get a Document's Auto Reminder Settings	GET	/public/v1/documents/{{documentId}}/auto-reminders	conn_mod_def::GKO2uWhUdO8::93myj1XzR4uS35nbNX3iTw
Get a Document's Auto Reminder Status	GET	/public/v1/documents/{{documentId}}/auto-reminders/status	conn_mod_def::GKO2uWwbk-E::J_9lFKt-TeWFkewBdhBf_g
Get a Document's DOCX Export Task	GET	/public/beta/documents/{{documentId}}/docx-export-tasks/{{taskId}}	conn_mod_def::GKO2uxlfQLw::iPerA5ytRC-deGFktoWexQ
Get a Document's eSign Disclosure	GET	/public/v1/documents/{{documentId}}/esign-disclosure	conn_mod_def::GKO2vFi08-Y::qLDAgmtoS5KQKMROJePhAQ
Get a Document's Settings	GET	/public/v2/documents/{{documentId}}/settings	conn_mod_def::GKO2upbfnNk::j427o7WiT8-6K49iD5CrYQ
Get a Document's Status	GET	/public/v1/documents/{{id}}	conn_mod_def::GKO2vEZCltQ::O1TuV5dPRKW-Gf80vkJRoQ
Get Document Details	GET	/public/v1/documents/{{id}}/details	conn_mod_def::GKO2vEgNvcE::cirAHGNMR76Gn5-7tRWGfQ
List a Document's Attachments	GET	/public/v1/documents/{{id}}/attachments	conn_mod_def::GKO2uBIXR-U::z4gl5TccS42G2OMh5N1iEg
List a Document's Audit Trail	GET	/public/v2/documents/{{documentId}}/audit-trail

29 more Documents actions are available through search.

Templates

Action	Method	Path	Action id
Get a Template's Settings	GET	/public/v2/templates/{{templateId}}/settings	conn_mod_def::GKO2wWXuadI::ikUztBe_Q52Eef0ft2mHuA
Get a Template's Status	GET	/public/v1/templates/{{id}}	conn_mod_def::GKO2we-CB9k::Z2DDcFQWST-sNRJ7t7V7QA
Get Template Details	GET	/public/v1/templates/{{id}}/details	conn_mod_def::GKO2wfzu6xI::afUNYGKYTVOaCFEWpSGExg
List Templates	GET	/public/v1/templates	conn_mod_def::GKO2wg9UqgY::ssyMwbXlQ3WPr_8DfS3xzw
Create Template	POST	/public/v1/templates	conn_mod_def::GKO2wWtAr3c::kgrQ8O0FRYOF84i8BMLBUA
Create Template from File Upload	POST	/public/v1/templates	conn_mod_def::GKO2wf9NWLU::O0vX0xI5RRyZ4jZywXKZUQ
Delete a Template	DELETE	/public/v1/templates/{{id}}	conn_mod_def::GKO2wfo3RKI::VMngzl0ETmeHzohh8w2Hcw
Update a Template	PATCH	/public/v1/templates/{{id}}	conn_mod_def::GKO2wq9s5b8::qlMGm1q1Rrq520xiqsvg1Q
Update a Template's Settings	PATCH	/public/v2/templates/{{templateId}}/settings	conn_mod_def::GKO2wWfXqwo::iGd9aG7fQGSDnJi3JSr70w

WebhookSubscriptions

Action	Method	Path	Action id
Get Webhook Subscription Details	GET	/public/v1/webhook-subscriptions/{{id}}	conn_mod_def::GKO2xFIXxqw::1QLA6OR5RCCjEdmQ17ZJzw
List Webhook Subscriptions	GET	/public/v1/webhook-subscriptions	conn_mod_def::GKO2w8hpRG4::icNXFWyjSzKsKoorvNLiEw
Create Webhook Subscription	POST	/public/v1/webhook-subscriptions	conn_mod_def::GKO2w8wuf4Y::pJcDRrDASUSB6ruTGSp85A
Delete a Webhook Subscription	DELETE	/public/v1/webhook-subscriptions/{{id}}	conn_mod_def::GKO2w8Qqlzc::7oQQvfI0SWuN9pCMV4Go9w
Update a Webhook Subscription	PATCH	/public/v1/webhook-subscriptions/{{id}}	conn_mod_def::GKO2w9DkbR0::oPBfwr1wTsuN3wGXP9GzVA
Update a Webhook Subscription's Shared Key	PATCH	/public/v1/webhook-subscriptions/{{id}}/shared-key	conn_mod_def::GKO2xFlCYLM::sWTmWJPjSAW9qLiVw_36dA

ContentLibraryItems

Action	Method	Path	Action id
Get a Content Library Item's Status	GET	/public/v1/content-library-items/{{id}}	conn_mod_def::GKO2ttqrJY4::OxiPvuY4SNSNNztl1CKeMw
Get Content Library Item Details	GET	/public/v1/content-library-items/{{id}}/details	conn_mod_def::GKO2tt64CD4::YQ0wVg0lTGqZPHPrZYA4aQ
List Content Library Items	GET	/public/v1/content-library-items	conn_mod_def::GKO2tw2-ov4::qVOdHRV1QiK1O-LsQAs-GQ
Create Content Library Item	POST	/public/v1/content-library-items	conn_mod_def::GKO2ttpdgFE::DRKXS9CnQfSAffRIkfmeFA
Create Content Library Item from File Upload	POST	/public/v1/content-library-items	conn_mod_def::GKO2tu2eR6Q::E1K5lV9ZQwCk7Eht3wV19Q

Contacts

Action	Method	Path	Action id
Get Contact Details	GET	/public/v1/contacts/{{id}}	conn_mod_def::GKO2tlihIA0::AxdvX68DQn20YDxFQMDNiw
List Contacts	GET	/public/v1/contacts	conn_mod_def::GKO2thi3j60::j4HxXyANTVOCwhK-LdGaXg
Create Contact	POST	/public/v1/contacts	conn_mod_def::GKO2tlqhQAw::vNn8o8TQQ-WogDsfxSgX4g
Delete a Contact	DELETE	/public/v1/contacts/{{id}}	conn_mod_def::GKO2thAjWlU::AyMrjTJnTEq8T6kEhrBjXA
Update a Contact	PATCH	/public/v1/contacts/{{id}}	conn_mod_def::GKO2tiuNVts::umzMtXXAQqqnuIGVNSHaKA

DocumentAttachments

Action	Method	Path	Action id
Download a Document Attachment	GET	/public/v1/documents/{{id}}/attachments/{{attachmentId}}/download	conn_mod_def::GKO2t5XzfOQ::DbVHkQkWSu-rkuJsNvLm0g
Get a Document's Attachment Details	GET	/public/v1/documents/{{id}}/attachments/{{attachmentId}}	conn_mod_def::GKO2t5lxKMs::o-CQ5IbGTWCHa4-PFrrLvA
Create a Document Attachment	POST	/public/v1/documents/{{id}}/attachments	conn_mod_def::GKO2t4u_NHU::qjx2qBaWTZKGQ6e9Vbropw
Create a Document Attachment From Upload	POST	/public/v1/documents/{{id}}/attachments?upload	conn_mod_def::GKO2t5X0ARU::66f-dni-S2avYeKBxzZTPw

ProductCatalogItems

Action	Method	Path	Action id
Get Catalog Item Details	GET	/public/v2/product-catalog/items/{{itemUuid}}	conn_mod_def::GKO2wOyI4t8::EBg091opQ_23JNl3cgQT8w
Search Product Catalog Items	GET	/public/v2/product-catalog/items/search	conn_mod_def::GKO2wKZcxtc::OwxhKuPZQqKYTvhrMwPEnw
Create Catalog Item	POST	/public/v2/product-catalog/items	conn_mod_def::GKO2wGiTlm8::Fau-YYQaSgm7JmAwCtmr8w
Update a Catalog Item	PATCH	/public/v2/product-catalog/items/{{itemUuid}}	conn_mod_def::GKO2wGFM_Hg::jni17fzpTDiuGiX-HouZsw

Workspaces

Action	Method	Path	Action id
List Workspaces	GET	/public/v1/workspaces	conn_mod_def::GKO2wyy38YI::pZ7XlM42SHCZcPPJQZcfhQ
Create Workspace	POST	/public/v1/workspaces	conn_mod_def::GKO2woDNmzY::IKkvjeXzRXKWMtYcaAy2Bg
Deactivate a Workspace	POST	/public/v1/workspaces/{{workspaceId}}/deactivate	conn_mod_def::GKO2wyjJye8::g1qZayzfRD-PTvBN7fPUOQ
Remove Member from a Workspace	DELETE	/public/v1/workspaces/{{workspaceId}}/members/{{memberId}}	conn_mod_def::GKO2wyvVQms::T_oL-93zSjulmtwObV2SeQ

Members

Action	Method	Path	Action id
Get Current Member Details	GET	/public/v1/members/current	conn_mod_def::GKO2vw8eetc::VRg__OJ5TGaK6NpQbYin2A
Get Member Details	GET	/public/v1/members/{{id}}	conn_mod_def::GKO2vxyPTNo::EwZBCpHyTMuLNjyqGQLZ5A
List Members	GET	/public/v1/members	conn_mod_def::GKO2vxkQ9YI::U14qvceURr2D3fYz1CdtNQ
Create a Member Token	POST	/public/v1/members/{{memberId}}/token	conn_mod_def::GKO2v0RlxxY::Huy61LEeTQyylFwYfpU4mA

NotarizationRequests

Action	Method	Path	Action id
Get Notarization Request Details	GET	/public/v2/notary/notarization-requests/{{sessionRequestId}}	conn_mod_def::GKO2v8aHi6c::bkO-4MxESwymPzuBfJzq6Q
Create a Notarization Request	POST	/public/v2/notary/notarization-requests	conn_mod_def::GKO2v8OdSaU::9XtlVPVpSPSdNIYvk2F47g
Delete a Notarization Request	DELETE	/public/v2/notary/notarization-requests/{{sessionRequestId}}	conn_mod_def::GKO2v8fRAHc::vkHC4Nl6RvuIsUXeffOfWw

TemplatesFolders

Action	Method	Path	Action id
Create Templates Folder	POST	/public/v1/templates/folders	conn_mod_def::GKO2vnRP2U4::09VXi-zTRY6LGShkeRTBBg
Rename a Templates Folder	PUT	/public/v1/templates/folders/{{id}}	conn_mod_def::GKO2vmwCWz4::7C8CLQWSR0KKb_aHaowy0w

Users

Action	Method	Path	Action id
List Users	GET	/public/v1/users	conn_mod_def::GKO2wzZOXhI::fTAm1-8RSWCWsSKihHl4ng
Create Users	POST	/public/v1/users	conn_mod_def::GKO2wpZqEnc::bk3saNqmQ8CphdmYoDVzbw

DocumentSections

Action	Method	Path	Action id
Get a Document Section's Details	GET	/public/v1/documents/{{documentId}}/sections/{{sectionId}}	conn_mod_def::GKO2uffm5Gc::UGRiPFOOShypsjsFM2gw8g
List Document Sections	GET	/public/v1/documents/{{documentId}}/sections	conn_mod_def::GKO2uocgk38::QE5lyQM9RDm1Se84K8spdQ

DocumentSectionsUploads

Action	Method	Path	Action id
Create a Document Section for a Document	POST	/public/v1/documents/{{documentId}}/sections/uploads	conn_mod_def::GKO2ugOIdxw::A1_0xQAMR3ODC2smt6KHyA
Create Document Section from File Upload for a Document	POST	/public/v1/documents/{{documentId}}/sections/uploads?upload	conn_mod_def::GKO2ugUPtZg::dglVHoruSxuRNm8XtIp4hg

WebhookEvents

Action	Method	Path	Action id
Get Webhook Event Details	GET	/public/v1/webhook-events/{{id}}	conn_mod_def::GKO2w8Pdg3Y::CGPYPCX1Qleh8s5C0kjrHA
List Webhook Events	GET	/public/v1/webhook-events	conn_mod_def::GKO2w0qalmw::WMUfXcxiRCOCNAZnW8lJIg

ApiLogs

Action	Method	Path	Action id
Get API Log Details	GET	/public/v1/logs/{{id}}	conn_mod_def::GKO2tYT530o::aukh7JxSSoyVGko6H2lBHg
List API Logs	GET	/public/v1/logs	conn_mod_def::GKO2tZn8JvM::2lkRV2XyQrKWBHeZoDr17Q

DocumentsFolders

Action	Method	Path	Action id
Create Documents Folder	POST	/public/v1/documents/folders	conn_mod_def::GKO2vdvMnQk::zkyWKe6TSSWDRFdXnBVlbw
Rename a Documents Folder	PUT	/public/v1/documents/folders/{{id}}	conn_mod_def::GKO2vmcqSJk::ssM1BGRfSbquW6ANKRgHSQ

Logs

Action	Method	Path	Action id
Get API Log Details	GET	/public/v2/logs/{{id}}	conn_mod_def::GKO2tYErgNY::BOr_Q0CFRHSUo17nPaISxw
List API Logs	GET	/public/v2/logs	conn_mod_def::GKO2tZrbK4g::xfS3BUVPSWOuEtU1kyaANA

DocumentSessions

Action	Method	Path	Action id
Create a Document Session for Embedded Sign	POST	/public/v1/documents/{{id}}/session	conn_mod_def::GKO2u51cP7Q::HHhOhFpRTraxoIklxqdbcQ

CatalogItems

Action	Method	Path	Action id
Delete a Catalog Item	DELETE	/public/v2/product-catalog/items/{{itemUuid}}	conn_mod_def::GKO2wGTUi00::VY7KUBKvS5C2O4J3bzpYPw

DocumentSectionUploads

Action	Method	Path	Action id
Get a Document's Section Upload Status	GET	/public/v1/documents/{{documentId}}/sections/uploads/{{uploadId}}	conn_mod_def::GKO2uoleLko::DEqeeW29QVWXHEvOJEBPig

TemplateFolders

Action	Method	Path	Action id
List Template Folders	GET	/public/v1/templates/folders	conn_mod_def::GKO2voP3SEI::lmVrH_m6SwmKo1AdaWrS2g

DocumentFolders

Action	Method	Path	Action id
List Document Folders	GET	/public/v1/documents/folders	conn_mod_def::GKO2vp5JbVE::GNbAMtLxRBqHScu_xczqgg

WorkspaceMembers

Action	Method	Path	Action id
Add Member to a Workspace	POST	/public/v1/workspaces/{{workspaceId}}/members	conn_mod_def::GKO2wp7AnFk::fbUO6OXuTqCK1I5FfFFnbQ

DocumentRecipients

Action	Method	Path	Action id
Add a Document Recipient	POST	/public/v1/documents/{{id}}/recipients	conn_mod_def::GKO2uL-kMQM::yOPCbHbqROO6DeiHF5qnQA

AccessTokens

Action	Method	Path	Action id
Create or Refresh an Access Token	POST	/oauth2/access_token	conn_mod_def::GKO2v9nko_k::u7dsqNT2SZmIVg-nKqFTVw

Notaries

Action	Method	Path	Action id
List Notaries	GET	/public/v2/notary/notaries	conn_mod_def::GKO2v-XdiJ0::15rEE_8hTTaDIFeXnR_q-Q

WorkspaceApiKeys

Action	Method	Path	Action id
Create a Workspace API Key	POST	/public/v1/workspaces/{{workspaceId}}/api-keys	conn_mod_def::GKO2wof0II8::RZljg-A4Rfy1qucRmnhzPw

Forms

Action	Method	Path	Action id
List Forms	GET	/public/v1/forms	conn_mod_def::GKO2vyF4ZGw::63uMKZUQQhGcr2kwcVcOBA

SmsOptOuts

Action	Method	Path	Action id
List Recent SMS Opt-outs	GET	/public/v1/sms-opt-outs	conn_mod_def::GKO2tZNYt6M::Dtslhfs7SHe_kmFhPxuIYQ

DsvNamedItems

Action	Method	Path	Action id
Add DSV Named Items to a Document	POST	/public/v2/dsv/{{documentId}}/add-named-items	conn_mod_def::GKO2upegkyc::SO3OmoLGQ4-On8nFcuj0xw

DocumentEditingSessions

Action	Method	Path	Action id
Create a Document Editing Session	POST	/public/v1/documents/{{id}}/editing-sessions	conn_mod_def::GKO2uxCBOI0::p1UToVm4S96Zi4TAP3ke_Q

TemplateEditingSessions

Action	Method	Path	Action id
Create a Template Editing Session	POST	/public/v1/templates/{{id}}/editing-sessions	conn_mod_def::GKO2wXJAQl0::3JGnT7XpR7ygeyUm0an9xg

DocumentQuotes

Action	Method	Path	Action id
Update a Document Quote	PUT	/public/v1/documents/{{documentId}}/quotes/{{quoteId}}	conn_mod_def::GKO2wXW3bVo::mYBItE7ETDKLt_fPAsBxmQ

This lists 88 of 117 actions. For anything not here, call search_one_platform_actions with platform panda-doc. The full catalog is at https://www.withone.ai/knowledge/panda-doc.

When a call fails

The error comes from PandaDoc, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/panda-doc

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.