PandaDoc ACTION
Create Document From Template
- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's PandaDoc account once, then configure and run Create Document From Template from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "pandadoc-create-document-from-template",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
pandadoc: { authProvisionId: "apn_xxxxxxx" },
name: "Document Name",
templateId: "Template Id",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "pandadoc-create-document-from-template",
"configured_props": {
"pandadoc": { "authProvisionId": "apn_xxxxxxx" },
"name": "Document Name",
"templateId": "Template Id"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "pandadoc",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "pandadoc-create-document-from-template",
arguments: {
name: "Document Name",
templateId: "Template Id",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
name Document Name | string | Specify the document's name. Required |
templateId Template Id | string | The ID of a template you want to use. Note: if you want to prefill fields in your template, you need to map your template fields to the API fields following the instruction here Required Dynamic |
documentFolderId Document Folder Id | string | Specify the document folder ID Optional Dynamic |
tags Tags | string[] | Mark your document with one or several tags. Optional |
recipients Recipients | string[] | The list of recipients you're sending the document to. Every object must contain the email parameter. The role, first_name and last_name parameters are optional. If the role parameter passed, a person is assigned all fields matching their corresponding role. If not passed, a person will receive a read-only link to view the document. If the first_name and last_name not passed the system: 1. creates a new contact, if none exists with the given email; or 2. gets the existing contact with the given email that already exists. E.g. Required |
tokens Tokens | string[] | You may pass a list of tokens/values to pre-fill tokens (variables) used in a template. Name is a token (variable) name in a template. Value is a real value you would like to replace a token (variable) with. E.g. Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- pandadoc-create-document-from-template
- Version
- 0.0.10
- App
- PandaDoc
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗