WHMCS MCP Server Tools Reference
Complete reference for all 45 AI tools for WHMCS management. Each tool can be invoked through natural language from Claude, Cursor, or any MCP-compatible client. Describe what you need and the right WHMCS tool runs automatically.
Last updated: February 2026
WHMCS Client Management
Search, create, and update client records in your WHMCS database.
whmcs_list_clientsList and filter clients by status, group, or search term. Returns paginated results with basic client information.
Example prompt
“Show me all active clients sorted by company name”
Example output
whmcs_get_clientGet 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
whmcs_create_clientCreate 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”
whmcs_update_clientUpdate 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”
WHMCS Products and Services
Manage hosting products, service provisioning, and the full WHMCS service lifecycle.
whmcs_list_productsList all available WHMCS products with pricing and configuration details.
Example prompt
“Show me all available hosting products”
whmcs_list_client_servicesList services for a specific client with filtering by product, status, or server. Includes domain and pricing details.
Example prompt
“List all services for client 42”
whmcs_update_serviceUpdate a service including status, billing cycle, next due date, or package assignment.
Example prompt
“Change service 156 billing cycle to annually”
whmcs_create_orderCreate a new order with products and services for a client. Generates an invoice automatically.
Example prompt
“Create an order for client 42 with the Pro Hosting plan”
whmcs_provision_serviceProvision and activate a service on the assigned server. Triggers the module create function.
Example prompt
“Provision the pending service for client 42”
whmcs_suspend_serviceSuspend a service for non-payment or abuse. Optionally specify a reason that is logged.
Example prompt
“Suspend service 156 for non-payment”
whmcs_unsuspend_serviceUnsuspend a previously suspended service and restore access.
Example prompt
“Unsuspend service 156, they paid their invoice”
whmcs_terminate_servicePermanently terminate a service and remove from server. This action cannot be undone.
Example prompt
“Terminate service 156 per client request”
whmcs_change_packageUpgrade or downgrade a service to a different product package.
Example prompt
“Upgrade service 156 to the Business Hosting plan”
WHMCS Order Management
Process WHMCS orders from creation through acceptance, cancellation, or deletion.
whmcs_list_ordersList 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”
whmcs_get_orderGet detailed order information including line items, payment status, and associated invoices.
Example prompt
“Show me order #1234”
whmcs_create_orderCreate 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”
whmcs_accept_orderAccept a pending order after fraud check. Optionally triggers service provisioning.
Example prompt
“Accept order #1234”
whmcs_cancel_orderCancel an order and optionally refund the payment. Removes pending services.
Example prompt
“Cancel order #1234 and refund the payment”
whmcs_delete_orderDelete a cancelled or fraud order. Cannot delete active orders with provisioned services.
Example prompt
“Delete the cancelled order #1234”
WHMCS Invoice Automation
Create WHMCS invoices, record payments, and manage client billing.
whmcs_list_invoicesList invoices with filtering by status, date range, or client. Shows totals and payment status.
Example prompt
“Show me all overdue invoices”
Example output
whmcs_get_invoiceGet detailed invoice including line items, payments, transactions, and notes.
Example prompt
“Show me invoice #5678”
whmcs_create_invoiceCreate 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”
whmcs_add_invoice_paymentRecord a payment against an invoice with optional transaction ID and gateway reference.
Example prompt
“Add a $100 payment to invoice #5678”
WHMCS Quote Management
Create, send, and manage WHMCS quotes for custom pricing.
whmcs_list_quotesList all quotes with filtering by status, validity, or client.
Example prompt
“Show me all pending quotes”
whmcs_get_quoteGet detailed quote information including line items, validity period, and acceptance status.
Example prompt
“Show me quote #789”
whmcs_create_quoteCreate 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”
whmcs_update_quoteUpdate quote details, line items, or status. Partial updates are supported.
Example prompt
“Update quote #789 to extend validity by 30 days”
whmcs_send_quoteSend quote to client via email for review and acceptance.
Example prompt
“Send quote #789 to the client”
whmcs_accept_quoteAccept a quote and convert it to an invoice for billing.
Example prompt
“Accept quote #789 and generate an invoice”
WHMCS Support Tickets
Manage WHMCS support tickets, replies, and customer communication.
whmcs_list_ticketsList support tickets with filtering by status, department, priority, or client.
Example prompt
“Show me all open high-priority tickets”
Example output
whmcs_get_ticketGet ticket details including all replies, attachments, and internal notes.
Example prompt
“Show me ticket #ABC-123”
whmcs_create_ticketCreate 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”
whmcs_reply_ticketAdd a reply to an existing ticket as admin or client. Optionally change status.
Example prompt
“Reply to ticket #ABC-123 with the solution”
WHMCS Proposals
Create and manage client proposals in WHMCS with line items, signatures, and email delivery.
Requires MX Proposals addon
proposals_listList proposals with optional filtering by status, search term, date range, and amount range.
Example prompt
“List all sent proposals from this month”
proposals_getGet detailed proposal information including line items and client data.
Example prompt
“Show me proposal #5 with all its line items”
proposals_createCreate a new proposal as a draft. Include line items with description, quantity, unit price, and billing cycle.
Example prompt
“Create a proposal titled Website Redesign for client 12 with two items”
proposals_updateUpdate an existing proposal. Only provided fields will be changed. Include full items array to replace all line items.
Example prompt
“Update proposal #5 title to Premium Website Package”
proposals_deleteDelete a proposal and all related data including items, client data, and signatures. This action is irreversible.
Example prompt
“Delete proposal #10”
proposals_sendSend a draft proposal to the client via email. Changes status from draft to sent.
Example prompt
“Send proposal #5 to the client”
WHMCS Business Metrics
Access WHMCS financial summaries, revenue breakdowns, and client analytics.
Requires MX Metrics addon
metrics_get_summaryGet financial summary including MRR, ARR, costs, and net profit for your WHMCS instance.
Example prompt
“Show me the revenue summary”
metrics_get_revenue_by_productGet revenue breakdown by product or service showing MRR, ARR, client count, and percentage.
Example prompt
“Break down revenue by product”
metrics_get_top_clientsGet top clients ranked by recurring revenue or lifetime value.
Example prompt
“Who are our top 5 clients by MRR?”
metrics_get_high_support_clientsGet clients with the most support tickets. Useful for identifying high-maintenance accounts.
Example prompt
“Show clients with the most support tickets”
metrics_get_cost_breakdownGet detailed cost breakdown by expense group including fixed expenses and service costs.
Example prompt
“What is our cost breakdown by category?”
System and Configuration
Check installed MX addons and available capabilities on your WHMCS instance.
system_check_capabilitiesCheck which MX addons are installed and licensed on the WHMCS instance. Call this first to discover what tools are available.
Example prompt
“What addons are installed on this WHMCS?”
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.