# PandaDoc agent skills for Claude Code, Cursor and RevampKey

> Ready-made PandaDoc playbooks for AI agents: build a document pipeline report in PandaDoc with AI, triage outstanding PandaDoc documents. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use PandaDoc safely with AI](https://revampkey.com/marketplace/pandadoc/skills/essentials.md): Sets the working rules for PandaDoc in an AI assistant: confirm the workspace, choose the right document tool, page through results, and ask before any document is sent or changed.
- [Build a document pipeline report in PandaDoc with AI](https://revampkey.com/marketplace/pandadoc/skills/document-pipeline-report.md): Summarises a set of PandaDoc documents over a period into a read-only report on completion rate, contract value and time to signature. It changes nothing in your workspace.
- [Triage outstanding PandaDoc documents](https://revampkey.com/marketplace/pandadoc/skills/document-status-follow-up.md): Works through documents still waiting on signatures and sorts them by age, recipient and status, then proposes which ones to chase. It asks before sending any reminder or changing a document.

## Install

- RevampKey: connect PandaDoc at https://revampkey.com/marketplace/pandadoc; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
for s in essentials document-pipeline-report document-status-follow-up; do
  curl -fsSL --create-dirs -o .agents/skills/pandadoc-$s/SKILL.md https://revampkey.com/marketplace/pandadoc/skills/$s/SKILL.md
done
```

### What is a PandaDoc agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each PandaDoc skill describes one job, which PandaDoc tools to use in which order, what to check first and when to stop and ask you.

### Do the PandaDoc skills change anything on their own?

1 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in PandaDoc.

### Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect PandaDoc; elsewhere you copy the folders into your project or skills directory.

### Do I need the PandaDoc MCP server too?

Yes. The skills tell the agent how to do the work; the PandaDoc MCP server gives it the tools to do it. The PandaDoc MCP setup guide covers every client.

MCP setup guide: https://revampkey.com/marketplace/pandadoc.md