PandaDoc ACTION
Send Document
Move a document to sent status and send an optional email. See the documentation
- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's PandaDoc account once, then configure and run Send Document 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-send-document",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
pandadoc: { authProvisionId: "apn_xxxxxxx" },
documentId: "Document Id",
subject: "Subject",
},
})
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-send-document",
"configured_props": {
"pandadoc": { "authProvisionId": "apn_xxxxxxx" },
"documentId": "Document Id",
"subject": "Subject"
}
}'// 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-send-document",
arguments: {
documentId: "Document Id",
subject: "Subject",
},
})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 |
|---|---|---|
documentId Document Id | string | Specify document's ID Required Dynamic |
subject Subject | string | Value that will be used as the email subject. Optional |
message Message | string | A message which will be sent by email with a link to a document to sign. Optional |
silent Silent | boolean | Disables sent, viewed, comment and completed email notifications for document recipients and the document sender. By default, notifications emails are sent for specific actions. If set as true, it won't affect "Approve document" email notification sent to the Approver. Optional |
senderEmail Sender Email | string | Set a sender (email) for the document. Must be an email which is a member on your account. Optional |
forwarding_allowed Forwarding Allowed | boolean | Your recipient will be able/not able to forward the document to another email address. Optional |
forwarding_with_reassigning_allowed Forwarding With Reassigning Allowed | boolean | Your recipient will be able/not able to forward the right to fill out all fields (including signature) assigned to them to another email address. 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-send-document
- Version
- 0.0.9
- App
- PandaDoc
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗