Connect Claude, ChatGPT, and Cursor to live WHMCS over MCP.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β or use 1-click editor setup below.
π‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Production-grade AI integration for WHMCS. Connect ChatGPT, Claude, and Cursor directly to your WHMCS installation β manage clients, invoices, tickets, and services through natural language.
Before running the installer you need a WHMCS API credential with the right permissions.
1. Create an API Role
In WHMCS Admin: Setup β Staff Management β API Roles β Add Role
Choose a permission preset based on how much you trust the AI:
Minimum permissions (read-only β AI can look but not touch):
GetClients GetClientsDetails GetClientsProducts GetClientsDomains GetClientsAddons GetClientGroups GetContacts GetEmails GetInvoice GetInvoices GetOrders GetOrderStatuses GetProducts GetTicket GetTickets GetSupportDepartments GetQuotes GetCredits GetTransactions GetStats GetActivityLog GetCancelledPackages GetEmailTemplates GetCurrencies GetPaymentMethods GetHealthStatus GetProductGroups GetRegistrars GetServers GetAffiliates GetAnnouncements GetSupportStatuses GetTicketCounts GetTicketPredefinedCats GetAdminUsers GetToDoItems GetToDoItemStatuses GetStaffOnline DomainWhois DomainGetNameservers DomainGetLockingStatus GetTLDPricing GetPromotions GetProjects GetProject
Maximum permissions (full access β AI can take any action):
Everything above, plus:
AddClient UpdateClient AddClientNote AddContact UpdateContact CreateInvoice AddInvoicePayment AddOrder AcceptOrder CancelOrder OpenTicket AddTicketReply UpdateTicket CreateQuote UpdateQuote SendQuote AcceptQuote DeleteQuote AddCredit ApplyCredit AddBillableItem SendEmail UpdateClientProduct ModuleSuspend ModuleUnsuspend ModuleTerminate ModuleCreate UpgradeProduct DomainRegister DomainTransfer DomainRenew DomainUpdateNameservers DomainUpdateLockingStatus DomainToggleIdProtect FraudOrder PendingOrder UpdateInvoice ModuleChangePw LogActivity AddTicketNote AffiliateActivate CreateProject UpdateProject AddProjectTask UpdateProjectTask DeleteProjectTask AddProjectMessage StartTaskTimer EndTaskTimer
Project Management tools:
list_projectsthroughend_task_timeradditionally require the WHMCS Project Management addon to be active (Setup β Addon Modules), regardless of API role permissions.
Domain write permissions:
register_domain,transfer_domain, andrenew_domainrequireDomainRegister,DomainTransfer, andDomainRenewrespectively. Note theDomainprefix comes first βRegisterDomain/TransferDomain/RenewDomainare not valid WHMCS permission keys and are silently ignored if granted. If a domain tool returns HTTP 403, the matching permission is missing from your role. Upgrading from 2.3.1 or earlier? See the 2.3.2 changelog entry β you need to re-grant these three under their correct names.
Tip: Start with minimum permissions and add write permissions only as needed. This limits blast radius if an AI client goes rogue or gets a bad prompt.
2. Set an API Access Key (recommended)
An Access Key bypasses IP restrictions entirely β the recommended approach since the MCP server's outbound IP can change (Docker restarts, server moves, etc.).
Add this line to your configuration.php in the WHMCS root:
Allowed characters: letters, numbers, and
! @ # $ % . ( ) * [ ] - _
Then set WHMCS_ACCESS_KEY to the same value in your .env or Portainer stack.
3. Create an API Credential
Setup β Staff Management β API Credentials β Generate New Credential
Binary (no Docker required):
Prompts for your WHMCS credentials and license key, installs the binary to /usr/local/bin, and registers a systemd service.
Docker (recommended for servers already running Docker):
Prompts for credentials, writes .env, and starts the stack via Docker Compose.
Purchase a license at daddar.io/store/ai-tools/whmcs-mcp β after checkout, your license key appears in the client portal. Paste it into setup.sh when prompted.
No license? A 14-day free trial starts automatically on first run.
| Category | Tools |
|---|---|
| Clients | get_client list_clients add_client update_client get_client_details get_client_groups get_client_emails get_client_domains get_client_addons add_client_note |
| Invoices | get_invoice list_invoices create_invoice add_invoice_payment get_overdue_invoices get_transactions update_invoice |
| Orders | add_order get_orders accept_order cancel_order get_order_statuses fraud_order pending_order |
| Services | list_services update_service upgrade_product module_create module_suspend module_unsuspend module_terminate get_cancelled_packages |
| Tickets | get_ticket list_tickets open_ticket add_ticket_reply update_ticket get_support_departments add_ticket_note get_support_statuses get_ticket_counts get_ticket_predefined_categories |
| Quotes | get_quotes create_quote send_quote accept_quote update_quote delete_quote |
| Contacts | get_contacts add_contact update_contact |
| Credits | get_credits add_credit apply_credit |
| Billing | add_billable_item get_payment_methods get_currencies |
send_email get_email_templates | |
| Products | get_products get_product_groups create_product |
| Domains | register_domain transfer_domain renew_domain get_domain_whois get_domain_nameservers update_domain_nameservers get_domain_lock_status update_domain_lock_status update_domain_donotrenew get_tld_pricing |
| Admin | get_admin_users get_staff_online get_whmcs_details log_activity get_activity_log |
| Affiliates | get_affiliates activate_affiliate |
| Promotions | get_promotions |
| Servers | get_servers module_change_password |
| System | get_health_status get_todo_items get_todo_item_statuses get_announcements get_registrars get_stats |
| Reports | get_stats get_activity_log get_transactions |
| Projects | list_projects get_project create_project update_project add_project_task update_project_task delete_project_task add_project_message start_task_timer end_task_timer β requires the WHMCS Project Management addon to be active |
All tools support dryRun mode β preview what would happen before making changes.
Resources are read-only data endpoints that AI clients can subscribe to via whmcs:// URIs. Data is served from a 60-second TTL cache.
| URI | Description |
|---|---|
whmcs://stats | Live system statistics (revenue, client counts, invoice totals) |
whmcs://health | Server health status |
whmcs://system/info | WHMCS installation details (version, PHP, database) |
whmcs://products | Full product and service catalog |
whmcs://product-groups | Product groups with product counts |
whmcs://tld-pricing | Domain TLD registration/transfer/renewal pricing |
whmcs://promotions | Active promotions and coupon codes |
whmcs://order-statuses | Available order status values |
whmcs://currencies | Configured currencies with exchange rates |
whmcs://payment-methods | Active payment gateway modules |
whmcs://registrars | Configured domain registrar modules |
whmcs://servers | Provisioning servers |
whmcs://client-groups | Client group definitions |
whmcs://affiliates | Registered affiliate accounts |
whmcs://email-templates | Email template library |
whmcs://announcements | Published announcements |
whmcs://support/departments | Support departments |
whmcs://support/statuses | Available ticket status values |
whmcs://support/ticket-counts | Ticket counts by department and status |
whmcs://support/predefined-categories | Predefined ticket reply categories |
whmcs://admin/users | Admin user accounts |
whmcs://admin/todo | Admin to-do items |
whmcs://admin/todo-statuses | Available to-do item status values |
whmcs://admin/staff-online | Staff currently logged into the admin area |
Prompts are pre-built workflow templates that MCP clients surface as one-click guided interactions.
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