# How to connect PandaDoc to OpenClaw (paste one key, 14 tools)

> Connect PandaDoc to OpenClaw with ClawLink: paste your PandaDoc key once and 14 tools work from chat. No MCP server to run, nothing stored on your machine.

Web version: https://claw-link.dev/openclaw/pandadoc

The usual route to PandaDoc access for OpenClaw is an MCP server you configure and keep running, plus your own OAuth app or API keys. ClawLink gives OpenClaw a more practical PandaDoc setup: install one ClawHub skill, connect PandaDoc in the browser, and OpenClaw can call real PandaDoc actions from any chat surface with no auth, token refresh, or tool wiring to build yourself.

**Start here:** install the ClawLink plugin (`openclaw plugins install clawhub:clawlink-plugin`), pair it in the browser, then connect the app in the ClawLink dashboard. The interactive install prompt is on the web version of this page: https://claw-link.dev/openclaw/pandadoc

## Setup

It takes three steps to connect OpenClaw to PandaDoc.

1. **Install ClawLink** — add the plugin to OpenClaw once.
2. **Connect PandaDoc** — one-click OAuth in the ClawLink dashboard.
3. **Use it from chat** — ask OpenClaw in plain English.

**Alternative for any agent (no plugin needed):** if the OpenClaw plugin route isn't available or doesn't work, any AI agent with shell access can use the ClawLink CLI instead:

```bash
npx -y @useclawlink/cli login          # sign in via browser — no API key to paste
npx -y @useclawlink/cli connect pandadoc  # connect PandaDoc (browser OAuth)
npx -y @useclawlink/cli actions pandadoc  # list available actions
npx -y @useclawlink/cli run pandadoc <action> --input '<json>'  # execute (add --confirm for writes)
```

### Install by command

The setup prompt above does all of this in one paste. By hand, it is one install command plus a browser approval:

```bash
openclaw plugins install clawhub:clawlink-plugin
```

Then ask OpenClaw to set up ClawLink. It starts browser pairing and prints an approval link — open it, approve the device, return to the chat, and say `done`. Finally, connect PandaDoc in the [ClawLink dashboard](https://claw-link.dev/dashboard) — paste your PandaDoc API key once.

Verify the connection by asking OpenClaw:

> Create it in PandaDoc for me, then confirm the important fields before you finish.

### Using a different agent?

The OpenClaw plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:

```bash
npx -y @useclawlink/cli login
```

`login` opens the same browser approval and stores a credential locally. Once PandaDoc is connected in the dashboard, that agent calls the same 14 PandaDoc tools over MCP. Full setup for MCP clients and shell agents: [connect apps to any AI agent](https://claw-link.dev/learn/connect-apps-to-any-ai-agent).

## PandaDoc MCP for OpenClaw

Looking for a PandaDoc MCP server for OpenClaw? ClawLink connects PandaDoc to OpenClaw and exposes 14 PandaDoc tools your agent can call over [MCP](https://claw-link.dev/learn/what-is-an-mcp-server), with [hosted auth](https://claw-link.dev/learn/oauth-for-ai-agents) and nothing to run or maintain yourself. Using Hermes instead? The [Hermes PandaDoc integration](https://claw-link.dev/hermes/pandadoc) works the same way.

## What the OpenClaw PandaDoc integration can do

14 PandaDoc tools are ready for OpenClaw once the account is connected. The 12 below are the ones people reach for most; your agent can call all 14.

### 12 of 14 PandaDoc tools for OpenClaw

| Tool | What it does |
|---|---|
| **Create document from file** `pandadoc_create_document_from_file` | Create a document from a PDF, DOCX, or RTF file |
| **Create or update contact** `pandadoc_create_or_update_contact` | Create or update a PandaDoc contact |
| **Create template** `pandadoc_create_template` | Create a new template from a PDF or scratch |
| **Get document details** `pandadoc_get_document_details` | Get detailed metadata for a document |
| **List contacts** `pandadoc_list_contacts` | List all contacts in the workspace |
| **List templates** `pandadoc_list_templates` | List all templates in the PandaDoc account |
| **Get template details** `pandadoc_get_template_details` | Retrieves detailed information about a specific template by its ID |
| **List document folders** `pandadoc_list_document_folders` | Retrieves a list of all document folders in PandaDoc |
| **Create document attachment** `pandadoc_create_document_attachment` | Creates and adds an attachment to a PandaDoc document |
| **Create folder** `pandadoc_create_folder` | Creates a new folder in PandaDoc to organize documents |
| **Create webhook** `pandadoc_create_webhook` | Creates a new webhook subscription in PandaDoc to receive notifications about specific events |
| **Move document to folder** `pandadoc_move_document_to_folder` | Allows users to move a document to a specific folder within their PandaDoc account |

## Example prompts

**Create Document From File**

> Create it in PandaDoc for me, then confirm the important fields before you finish.

**Create Or Update Contact**

> Create it in PandaDoc for me, then confirm the important fields before you finish.

**Create Template**

> Create it in PandaDoc for me, then confirm the important fields before you finish.

**Get Document Details**

> Pull the relevant data from PandaDoc, summarize it in plain English, and point out anything that needs attention.

## ClawLink vs. building it yourself

The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for OpenClaw. That is fine if you want to build and maintain the integration yourself. Most teams just want PandaDoc working from chat.

| | Manual | ClawLink |
|---|---|---|
| **Credential handling** | Collect, validate, store, and rotate the PandaDoc API key yourself, then make sure every tool call uses the right account. | Users complete the hosted ClawLink setup once and the connected PandaDoc account becomes available to the agent without you building credential management. |
| **Ongoing maintenance** | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for PandaDoc. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| **Agent usability** | You still need to expose the right PandaDoc actions to the runtime in a format your agent can reliably use. | 14 tools for PandaDoc are already exposed through ClawLink, so the agent can read and act from chat immediately. |

## ClawLink vs. Composio

Composio also exposes PandaDoc to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for OpenClaw users instead. You install the plugin once, connect PandaDoc in the browser, and the 14 tools above work from chat. There is no SDK and no config file, and the PandaDoc key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full [Composio alternatives](https://claw-link.dev/hub/composio-alternatives) comparison.

### OpenClaw installed the PandaDoc skill but can't call the tools
The ClawHub skill teaches OpenClaw about PandaDoc, but the calls run through the ClawLink plugin and your connected account. Make sure PandaDoc is connected in the dashboard, then start a fresh chat so OpenClaw reloads the tool catalog. If OpenClaw runs as a persistent gateway, restart it so the new tools register.

### Connection succeeds but no tools appear
Reconnect PandaDoc from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.

### "Tool schema not loaded yet" error when calling PandaDoc tools
PandaDoc tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every PandaDoc call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.

### PandaDoc returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.

### API key setup works but results look incomplete
Double-check that the API key for PandaDoc has the right scopes or account access. A valid key can still be too limited for some reads or writes.

### Is there a OpenClaw PandaDoc integration?
Yes. ClawLink is the fastest way to connect OpenClaw to PandaDoc: link your PandaDoc account once in the browser and OpenClaw can call the PandaDoc API through 14 ready-made tools — no custom code or token handling.

### How do I add PandaDoc to OpenClaw with ClawLink?
Paste the setup prompt from this page into OpenClaw. It installs the ClawLink PandaDoc skill from ClawHub, then you click Connect in the dashboard to authorize PandaDoc. OpenClaw calls the tools from the next message — no config files, and the PandaDoc key you paste is stored server-side instead of in your environment.

### How long does it take to connect PandaDoc to OpenClaw?
About two minutes. Sign in, click Connect next to PandaDoc in the dashboard, authenticate, and OpenClaw can use it from the next chat message.

### Why use ClawLink instead of wiring PandaDoc up myself?
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for OpenClaw. That is fine if you want to build and maintain the integration yourself. Most teams just want PandaDoc working from chat.

### OpenClaw installed the PandaDoc skill but can't call the tools
The ClawHub skill teaches OpenClaw about PandaDoc, but the calls run through the ClawLink plugin and your connected account. Make sure PandaDoc is connected in the dashboard, then start a fresh chat so OpenClaw reloads the tool catalog. If OpenClaw runs as a persistent gateway, restart it so the new tools register.

## Related

- [DocuSign](https://claw-link.dev/openclaw/docusign) — Send, sign, and manage agreements and envelopes
- [Trello](https://claw-link.dev/openclaw/trello) — Manage boards, lists, and cards
- [Moco tools](https://claw-link.dev/openclaw/moco) — MOCO is a business management software offering project management, time tracking, and invoicing solutions.
