MCP Prompts: Workflow Templates for WHMCS

End-to-end new client setup in one slash command.

Creates the WHMCS client record, optionally provisions a product, and sends a welcome email. Use it when a new customer signs up over chat or phone and you want the account live before the next conversation.

Draft a context-aware reply to any support ticket.

Pulls the ticket, the client profile, active services, recent ticket history, and billing status, then drafts a reply that references real account context. Always shows the draft before sending so an admin reviews tone and accuracy.

Full account health overview with red flags.

Profile, services, 12 months of invoices, support load, domains, and payment history in one report. Surfaces chronic late payment, ticket reopens, suspended services, expired domains, and fraud-risk signals.

Find overdue invoices and draft personalized reminders.

Groups overdue invoices by client (one reminder per client even with multiple open invoices), then tailors tone to severity: friendly nudge under 7 days, firmer in week 2, formal final notice beyond 14 days. Optionally sends emails automatically.

Find at-risk domains before they lapse or transfer out.

Surfaces domains expiring inside your chosen window, checks registrar lock status (unlocked = transfer-out risk), and drafts outreach per client. Never auto-renews. The renewal call commits real money so the human stays in the loop.

Walk through creating a new product with sane defaults.

Suggests product type, paytype, autosetup behaviour, welcome email, and pricing matrix based on the provisioning module you pick. Confirms the spec before calling whmcs_create_product. Important: WHMCS has no UpdateProduct API, so the prompt is conservative and asks before guessing.

Score a suspicious order or client across multiple signals.

Pulls profile, activity log, order history, transactions, and tickets. Scores signup recency, payment history, chargebacks, IP and email mismatch, and prior fraud flags. Outputs risk level (low / medium / high), reasoning, and recommended next step. Never takes destructive action automatically.

Full revenue breakdown with three concrete actions.

MRR, ARR, top movers, customer concentration risk (any client over 10% of MRR), hidden costs (high-revenue clients who are also high-support), and three specific actions for the period. No fluff, real numbers.

Daily standup view of the business in one screen.

MRR with month-over-month delta, new clients last 7 days, open tickets with the 3 oldest, overdue dollar amount, domains expiring in 14 days, system health, and a single top-priority sentence at the end. Designed for a daily glance, not a quarterly report.

Guide proposal creation from title to draft, never auto-send.

Fetches the client profile (if known), lists proposal email templates so you know what copy will be used, suggests 3 to 5 line items and a deposit split appropriate to project size, and creates the proposal as draft. You review and send manually.