
How to Generate Client Reports with AI in WHMCS
Use Claude to create revenue reports, client analyses, and CSV exports from your WHMCS data in seconds. No coding or expensive tools required.
MCP Server
Ask Questions in Plain English. Get Real Data Back
Stop switching between WHMCS tabs to find client info. Query invoices, analyze revenue, track tickets - all in plain English. The first AI integration for WHMCS.
Built for hosting teams with 100+ clients or 2+ team members
Or pay $240/year and save $24
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Set up in under 15 minutes. No coding required.

Real examples of Claude Desktop working with your WHMCS data through MCP Server.

“Show me my top 10 clients by monthly recurring revenue”Get instant rankings of all your clients by MRR. See company names, revenue figures, and active service counts in a clean table. Total MRR calculated automatically with upsell opportunities identified at a glance.
“Tell me everything about client Sarah Mitchell”Pull complete client profiles in seconds: contact info, active services with pricing, invoice history, and support tickets. Get an intelligent assessment of client value and behavior automatically.


“Show me my MRR breakdown by product type”Generate visual dashboards with charts, key metrics, and detailed breakdowns. Toggle between chart types and understand your revenue distribution instantly.
“Which clients have overdue invoices?”Track all overdue invoices across your client base. See clients ranked by total debt, days outstanding, and urgency levels. Get recommended collection actions automatically.


“Summarize support tickets and prioritize by urgency”Get prioritized action plans for your support queue. See which clients need immediate attention, cross-referenced with their billing status and account history.
We wanted Claude to answer questions about our WHMCS. So we built this.
Connect Claude, ChatGPT, or local LLMs like Ollama. Your data stays on your server. The AI just asks questions.
All communications are encrypted and authenticated. Define granular permissions for read-only or write access.
Query clients, invoices, tickets, products, orders, and more. Perform actions like creating tickets or updating client info.
Upload to your WHMCS modules folder, configure API credentials, and you are ready to go. No coding required.
Every API call is logged with timestamp, action, and result. Full visibility into what your AI assistant is doing.
Built-in protection against abuse. Configure request limits per minute/hour to protect your WHMCS installation.
28 powerful tools for full WHMCS management through natural language.
Use natural language to query data, generate reports, and automate actions.
Tested and compatible with modern WHMCS installations
MCP Server needs these to work properly:
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Everything you need to connect AI to WHMCS
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Ask Claude about your clients instead. We built this because we got tired of searching for client info manually.