Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add PandaDoc/mcp-server-guide --skill pandadoc-invoice-handoffgit clone --depth 1 https://github.com/PandaDoc/mcp-server-guideWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/pandadoc/mcp-server-guide/pandadoc-invoice-handoff)<a href="https://agentmods.dev/skills/pandadoc/mcp-server-guide/pandadoc-invoice-handoff"><img src="https://agentmods.dev/badge/skills/pandadoc/mcp-server-guide/pandadoc-invoice-handoff/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/pandadoc/mcp-server-guide/pandadoc-invoice-handoff"><img src="https://agentmods.dev/badge/skills/pandadoc/mcp-server-guide/pandadoc-invoice-handoff.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00065 | $0.02199 |
| Opus 5.5 | $0.00026 | $0.00880 |
| Sonnet 5.5 | $0.00013 | $0.00440 |
| Haiku 4.5 | $0.00006 | $0.00220 |
Grade A, and why
pandadoc-invoice-handoff scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 197 lines — stays where its author put it; the contents beside it link to each section on GitHub.
PandaDoc Quote → Invoice Handoff
Find quotes that have been signed, build the matching invoice, send it.
Two structural facts shape this: there are no webhooks, so this is a sweep rather than a trigger; and nothing marks a quote as invoiced, so you have to establish that yourself or you will double-invoice.
Prerequisites
The PandaDoc MCP Server must be connected. Required tools: documents_list, documents_details_get,
templates_list, templates_details_get, documents_create, documents_status_get, documents_update,
documents_send. If they are missing, say so and point at https://mcp.pandadoc.com.
An invoice template must exist in the workspace, with a pricing table (not a Quote block) in the quote's currency. The reference account has two "invoice"-named templates and neither qualifies: one's pricing block is a Quote, not a table (the exact trap Step 4 describes), and the other returns an API error on every read. So the create-and-verify path (Steps 5–6) remains untested end to end against a real template; the sweep, exclusion, and refusal steps are not affected.
No trigger, no marker
No webhooks. "On completion, generate the invoice" cannot be event-driven through the MCP. Run this on a schedule or on demand, and treat it as a sweep over recently completed quotes.
No invoiced flag. PandaDoc does not record that a quote has been invoiced. Before creating anything you must decide how you will know, and use the same method every run. Options, best first:
- Tag the source quote after invoicing — documents carry
tags, settable viadocuments_update. A tag likeinvoicedis durable, visible in the UI, and survives across runs. This is the recommended approach. - Name convention on the invoice, e.g.
Invoice - <quote name>, then search for it before creating. Works, but depends ondocuments_searchfull text, which is fuzzy and eventually consistent. - Ask the user each time. Safe but does not scale to a scheduled sweep.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 11d ago Changed · +5 lines e145bbd7a9a9
- 1mo ago First seen · 192 lines · 65 tokens per session scan A be944fd53df3
pandadoc-invoice-handoff is a skill published in the GitHub repository PandaDoc/mcp-server-guide (2 stars, last pushed 8d ago), licensed MIT. It adds 65 tokens to every session and 2,199 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-16.
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