{"openapi":"3.1.0","info":{"title":"PandaDoc (BYOK) API","version":"0.1.0","description":"PandaDoc (BYOK) lets an AI assistant read your own PandaDoc data through the PandaDoc API with a key you supply (API key (sandbox or production)). Read-only: 8 tools (list_documents, get_document_status, get_document_details, list_templates, list_document_folders, list_contacts, list_members, list_forms). The BYOK key travels with each request, is used for that one call only and is never stored,...\n\nEvery operation is read-only or compute-only. The same tools are available over MCP (streamable HTTP) at https://byok-pandadoc.connectorbay.com/mcp.","contact":{"name":"Unify Dynamics LLC","email":"agent@connectorbay.com","url":"https://connectorbay.com/byok-pandadoc/docs"},"termsOfService":"https://connectorbay.com/byok-pandadoc/terms"},"servers":[{"url":"https://byok-pandadoc.connectorbay.com"}],"externalDocs":{"url":"https://connectorbay.com/byok-pandadoc/docs"},"security":[{"upstreamKey":[]}],"components":{"securitySchemes":{"bearer":{"type":"http","scheme":"bearer","description":"Optional. A Pro API key raises rate limits; no credentials are required."},"upstreamKey":{"type":"apiKey","in":"header","name":"X-Upstream-Key","description":"Your own key for the service this connector wraps (bring your own key). Used for that one call only; never stored, logged or cached."}},"schemas":{"Error":{"type":"object","properties":{"ok":{"const":false},"error":{"type":"object"}}}}},"paths":{"/v1/tools/list_documents":{"post":{"operationId":"list_documents","summary":"List and search documents with name, status, dates and expiration. Filter by name, status code, template, folder, tag or","description":"List and search documents with name, status, dates and expiration. Filter by name, status code, template, folder, tag or creation date; sort with order_by. Use for \"Which PandaDoc documents were completed this month\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"q":{"anyOf":[{"maxLength":200,"type":"string"},{"type":"null"}],"default":null,"description":"Search by document name or reference number.","title":"Q"},"status":{"anyOf":[{"maximum":14,"minimum":0,"type":"integer"},{"type":"null"}],"default":null,"description":"Status code: 0 draft, 1 sent, 2 completed, 3 uploaded, 4 error, 5 viewed, 6 waiting approval, 7 approved, 8 rejected, 9 waiting pay, 10 paid, 11 voided, 12 declined, 13 external review, 14 scheduled.","title":"Status"},"template_id":{"anyOf":[{"maxLength":100,"type":"string"},{"type":"null"}],"default":null,"description":"Only documents created from this template id.","title":"Template Id"},"folder_uuid":{"anyOf":[{"maxLength":100,"type":"string"},{"type":"null"}],"default":null,"description":"Only documents in this folder uuid.","title":"Folder Uuid"},"tag":{"anyOf":[{"maxLength":100,"type":"string"},{"type":"null"}],"default":null,"description":"Only documents with this tag.","title":"Tag"},"created_from":{"anyOf":[{"maxLength":40,"type":"string"},{"type":"null"}],"default":null,"description":"Only documents created at or after this ISO 8601 time, for example 2026-01-01T00:00:00Z.","title":"Created From"},"created_to":{"anyOf":[{"maxLength":40,"type":"string"},{"type":"null"}],"default":null,"description":"Only documents created before this ISO 8601 time.","title":"Created To"},"order_by":{"anyOf":[{"enum":["name","date_created","date_status_changed","date_modified","date_sent","date_completed","date_expiration","-name","-date_created","-date_status_changed","-date_modified","-date_sent","-date_completed","-date_expiration"],"type":"string"},{"type":"null"}],"default":"-date_created","description":"Sort field; prefix with - for descending, for example -date_created. Options: name, date_created, date_status_changed, date_of_last_action, date_modified, date_sent, date_completed, date_expiration, date_declined, status.","title":"Order By"},"count":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":50,"description":"How many items to return (1 to 100, default 50).","title":"Count"},"page":{"anyOf":[{"maximum":10000,"minimum":1,"type":"integer"},{"type":"null"}],"default":1,"description":"Page number, starting at 1.","title":"Page"}},"title":"list_documentsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_document_status":{"post":{"operationId":"get_document_status","summary":"Get a document's basic state: name, status and key dates. Lighter than get_document_details. Use for \"Has PandaDoc docum","description":"Get a document's basic state: name, status and key dates. Lighter than get_document_details. Use for \"Has PandaDoc document BhVzRcxH9Z2LgfPPGXFUBa been signed\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"document_id":{"description":"Document id as returned by list_documents.","maxLength":200,"title":"Document Id","type":"string"}},"required":["document_id"],"title":"get_document_statusArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_document_details":{"post":{"operationId":"get_document_details","summary":"Get a document's details: name, status, dates, template, creator, reference number and grand total. Recipients and field","description":"Get a document's details: name, status, dates, template, creator, reference number and grand total. Recipients and field values are not returned. Use for \"Show the details and total of PandaDoc document BhVzRcxH9Z2LgfPPGXFUBa\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"document_id":{"description":"Document id as returned by list_documents.","maxLength":200,"title":"Document Id","type":"string"}},"required":["document_id"],"title":"get_document_detailsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/list_templates":{"post":{"operationId":"list_templates","summary":"List templates with name, dates and version; filter by name, tag, folder or shared flag. Use for \"Which PandaDoc templat","description":"List templates with name, dates and version; filter by name, tag, folder or shared flag. Use for \"Which PandaDoc templates do I have for sales proposals\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"q":{"anyOf":[{"maxLength":200,"type":"string"},{"type":"null"}],"default":null,"description":"Filter by template name.","title":"Q"},"shared":{"anyOf":[{"type":"boolean"},{"type":"null"}],"default":false,"description":"True to return only shared templates.","title":"Shared"},"folder_uuid":{"anyOf":[{"maxLength":100,"type":"string"},{"type":"null"}],"default":null,"description":"Only templates in this folder uuid.","title":"Folder Uuid"},"count":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":50,"description":"How many items to return (1 to 100, default 50).","title":"Count"},"page":{"anyOf":[{"maximum":10000,"minimum":1,"type":"integer"},{"type":"null"}],"default":1,"description":"Page number, starting at 1.","title":"Page"}},"title":"list_templatesArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/list_document_folders":{"post":{"operationId":"list_document_folders","summary":"List the folders that hold documents (the root folder is not listed), or the subfolders of one folder. Use for \"What doc","description":"List the folders that hold documents (the root folder is not listed), or the subfolders of one folder. Use for \"What document folders exist in PandaDoc\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"parent_uuid":{"anyOf":[{"maxLength":100,"type":"string"},{"type":"null"}],"default":null,"description":"Uuid of a folder whose subfolders to list; omit for the top level.","title":"Parent Uuid"},"count":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":50,"description":"How many items to return (1 to 100, default 50).","title":"Count"},"page":{"anyOf":[{"maximum":10000,"minimum":1,"type":"integer"},{"type":"null"}],"default":1,"description":"Page number, starting at 1.","title":"Page"}},"title":"list_document_foldersArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/list_contacts":{"post":{"operationId":"list_contacts","summary":"List the workspace's contacts with name, email, company, job title and phone; optionally find one by exact email. Use fo","description":"List the workspace's contacts with name, email, company, job title and phone; optionally find one by exact email. Use for \"Find the PandaDoc contact with email ada@example.com\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"email":{"anyOf":[{"maxLength":200,"type":"string"},{"type":"null"}],"default":null,"description":"Only the contact with exactly this email.","title":"Email"}},"title":"list_contactsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/list_members":{"post":{"operationId":"list_members","summary":"List the members of the workspace with name, email, role, license type and active flag. Use for \"Who are the members of ","description":"List the members of the workspace with name, email, role, license type and active flag. Use for \"Who are the members of my PandaDoc workspace\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{},"title":"list_membersArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/list_forms":{"post":{"operationId":"list_forms","summary":"List PandaDoc forms with name, status and dates; sort with order_by. Use for \"Which PandaDoc forms do I have and how are","description":"List PandaDoc forms with name, status and dates; sort with order_by. Use for \"Which PandaDoc forms do I have and how are they doing\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"name":{"anyOf":[{"maxLength":200,"type":"string"},{"type":"null"}],"default":null,"description":"Filter by form name.","title":"Name"},"order_by":{"anyOf":[{"enum":["name","responses","status","created_date","modified_date"],"type":"string"},{"type":"null"}],"default":null,"description":"Sort field.","title":"Order By"},"asc":{"anyOf":[{"type":"boolean"},{"type":"null"}],"default":null,"description":"True for ascending order, false for descending.","title":"Asc"},"count":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":50,"description":"How many items to return (1 to 100, default 50).","title":"Count"},"page":{"anyOf":[{"maximum":10000,"minimum":1,"type":"integer"},{"type":"null"}],"default":1,"description":"Page number, starting at 1.","title":"Page"}},"title":"list_formsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}}}}