Skip to main content

Tools Reference

Complete reference for all 28 MCP Server tools. Each tool can be invoked through natural language - just describe what you want and Claude will use the right tool automatically.

Last updated: January 2026

Client Management

Create, read, and update client records in your WHMCS database.

4 tools
get_clients

List and filter clients by status, group, or custom fields. Returns paginated results with basic client information.

Example prompt

Show me all active clients sorted by company name

Example output

Claude showing a list of top clients by MRR
get_client

Get detailed information for a specific client including their services, invoices, support tickets, and custom field values.

Example prompt

Tell me everything about client ID 42

Example output

Claude showing detailed client information
create_client

Create a new client with contact details, address, and custom fields. Optionally send a welcome email.

Example prompt

Create a new client for Acme Corp with email john@acme.com

update_client

Update client information like email, phone, address, notes, or custom fields. Partial updates are supported.

Example prompt

Update client 42 phone number to +1-555-0123

Service Lifecycle

Manage the full lifecycle of hosting services from provisioning to termination.

6 tools
get_services

List all services with optional filtering by client, product, status, or server. Includes domain and pricing details.

Example prompt

List all suspended services

get_service

Get detailed service information including server details, custom fields, config options, and billing cycle.

Example prompt

Show me details for service ID 156

provision_service

Provision and activate a service on the assigned server. Triggers the module create function.

Example prompt

Provision the pending service for client 42

suspend_service

Suspend a service for non-payment or abuse. Optionally specify a reason that is logged.

Example prompt

Suspend service 156 for non-payment

unsuspend_service

Unsuspend a previously suspended service and restore access.

Example prompt

Unsuspend service 156, they paid their invoice

terminate_service

Permanently terminate a service and remove from server. This action cannot be undone.

Example prompt

Terminate service 156 per client request

Order Management

Process orders from creation through acceptance or cancellation.

5 tools
get_orders

List all orders with filtering by status, date range, or client. Returns order totals and payment status.

Example prompt

Show me all pending orders from this week

get_order

Get detailed order information including line items, payment status, and associated invoices.

Example prompt

Show me order #1234

create_order

Create a new order for a client with specified products, addons, and billing cycle.

Example prompt

Create an order for client 42 with the Pro Hosting plan

accept_order

Accept and process a pending order, triggering service provisioning and invoice generation.

Example prompt

Accept order #1234

cancel_order

Cancel an order and optionally refund the payment. Removes pending services.

Example prompt

Cancel order #1234 and refund the payment

Invoice Management

Create invoices, record payments, and manage billing.

5 tools
get_invoices

List invoices with filtering by status, date range, or client. Shows totals and payment status.

Example prompt

Show me all overdue invoices

Example output

Claude showing overdue invoices report
get_invoice

Get detailed invoice including line items, payments, transactions, and notes.

Example prompt

Show me invoice #5678

create_invoice

Create a new invoice for a client with custom line items, due date, and payment terms.

Example prompt

Create an invoice for client 42 with a $50 setup fee

add_payment

Record a payment against an invoice with optional transaction ID and gateway reference.

Example prompt

Add a $100 payment to invoice #5678

cancel_invoice

Cancel an unpaid invoice and optionally notify the client via email.

Example prompt

Cancel invoice #5678

Quote Management

Create and send quotes for custom pricing and proposals.

4 tools
get_quotes

List all quotes with filtering by status, validity, or client.

Example prompt

Show me all pending quotes

get_quote

Get detailed quote information including line items, validity period, and acceptance status.

Example prompt

Show me quote #789

create_quote

Create a new quote for a client with custom line items and validity period.

Example prompt

Create a quote for client 42 for custom development work

send_quote

Send quote to client via email for review and acceptance.

Example prompt

Send quote #789 to the client

Support Tickets

Manage support tickets, replies, and customer communication.

4 tools
get_tickets

List support tickets with filtering by status, department, priority, or client.

Example prompt

Show me all open high-priority tickets

Example output

Claude showing support ticket summary
get_ticket

Get ticket details including all replies, attachments, and internal notes.

Example prompt

Show me ticket #ABC-123

create_ticket

Create a new support ticket for a client or as an admin with department and priority.

Example prompt

Create a ticket for client 42 about their DNS issue

reply_ticket

Add a reply to an existing ticket as admin or client. Optionally change status.

Example prompt

Reply to ticket #ABC-123 with the solution

Pro Tip

You don't need to memorize tool names. Claude understands context and will automatically select the right tool based on your request. Just describe what you want in plain English.