PandaDoc Agentic Access
PandaDoc exposes 43 API operations that an AI agent could call, of which 18 are state-changing ‘acting’ operations. This is a recommended x-agentic-access execution contract — the scope, audience, consequence tier, short-lived token constraints, and escalation each action should carry before it is handed to an autonomous agent.
By consequence: 25 read, 17 write, and 1 physical.
Contracts are classified heuristically from the provider’s OpenAPI and refresh on every APIs.io network build; audience is bound per deployment. The model follows Curity’s Access Intelligence (apidays Munich 2026). Browse every provider’s agent contracts at agentic-access.apis.io.
By consequence
Highest-consequence actions
The physical and safety-critical operations an agent could invoke — the ones that most warrant scoped tokens, tight TTLs, and escalation. Full per-operation contracts are in the source below.
| Method | Path | Consequence | Human-in-loop |
|---|---|---|---|
| POST | /documents/{id}/send | physical | conditional |
Source
Agentic Access
generated: '2026-07-15'
method: generated
source: openapi/pandadoc-rest-api-openapi.yml
description: Recommended x-agentic-access execution contracts, classified heuristically from
the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind
audience per deployment. See research/curity/agentic-governance/.
summary:
operations: 43
by_action_class:
connected: 25
acting: 18
by_consequence:
read: 25
write: 17
physical: 1
human_in_the_loop_required: 0
operations:
- path: /documents
method: get
operationId: listDocuments
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents
method: post
operationId: createDocument
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}
method: get
operationId: getDocumentDetails
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/{id}
method: delete
operationId: deleteDocument
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}/status
method: get
operationId: getDocumentStatus
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/{id}/send
method: post
operationId: sendDocument
x-agentic-access:
action-class: acting
consequence: physical
subject: required
audience: null
token:
max-ttl: 300
exchange: true
purpose-required: true
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}/download
method: get
operationId: downloadDocument
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/{id}/session
method: post
operationId: createDocumentSession
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}/recipients
method: get
operationId: listDocumentRecipients
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/{id}/recipients
method: post
operationId: addDocumentRecipient
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}/recipients/{recipient_id}
method: patch
operationId: updateDocumentRecipient
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}/recipients/{recipient_id}
method: delete
operationId: deleteDocumentRecipient
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}/fields
method: get
operationId: listDocumentFields
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/{id}/fields
method: patch
operationId: updateDocumentFields
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /documents/{id}/attachments
method: get
operationId: listDocumentAttachments
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/{id}/attachments/{attachment_id}/download
method: get
operationId: downloadDocumentAttachment
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/{document_id}/auto-reminders
method: get
operationId: getDocumentAutoReminders
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/linked-objects
method: get
operationId: listLinkedObjects
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /templates
method: get
operationId: listTemplates
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /templates/{id}/details
method: get
operationId: getTemplateDetails
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /templates/{id}
method: delete
operationId: deleteTemplate
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /forms
method: get
operationId: listForms
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/folders
method: get
operationId: listDocumentFolders
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /documents/folders
method: post
operationId: createDocumentFolder
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /contacts
method: get
operationId: listContacts
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /contacts
method: post
operationId: createContact
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /contacts/{id}
method: get
operationId: getContact
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /contacts/{id}
method: patch
operationId: updateContact
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /contacts/{id}
method: delete
operationId: deleteContact
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /members
method: get
operationId: listMembers
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /members/current
method: get
operationId: getCurrentMember
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /members/{id}
method: get
operationId: getMember
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /webhook-subscriptions
method: get
operationId: listWebhookSubscriptions
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /webhook-subscriptions
method: post
operationId: createWebhookSubscription
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook-subscriptions/{id}
method: get
operationId: getWebhookSubscription
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /webhook-subscriptions/{id}
method: patch
operationId: updateWebhookSubscription
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook-subscriptions/{id}
method: delete
operationId: deleteWebhookSubscription
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook-subscriptions/{id}/shared-key
method: patch
operationId: updateWebhookSubscriptionSharedKey
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook-events
method: get
operationId: listWebhookEvents
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /webhook-events/{id}
method: get
operationId: getWebhookEvent
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /logs
method: get
operationId: listApiLogs
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /workspaces
method: get
operationId: listWorkspaces
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /workspaces
method: post
operationId: createWorkspace
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required