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Example agent tasks

Connecting

Connect Pandadoc over MCP for direct access to its tools.
1

Add the connection

From the agent’s tools, add Pandadoc.
2

Authorize

A connect card appears. Authorize and approve access.
3

The agent gets to work

The agent can now reach Pandadoc through the MCP server.

What you share

Connecting grants the agent access to Pandadoc on your behalf. As with every connection, credentials are handled by the secure proxy and never exposed to the model.

How credentials stay safe

The proxy model that keeps tokens out of the model’s reach.