
WHMCS MCP Server
io.github.daddariotech由 GitHub 帳號 daddariotech 發布v2.3.8更新於 Nov 2, 2026
Connect Claude, ChatGPT, and Cursor to live WHMCS over MCP.
概覽
商業 MCP 伺服器,把 AI 用戶端連上運作中的 WHMCS 帳務系統,讓助理讀取與管理客戶、帳單、訂單、工單、服務和網域。
- 可以做什麼
- 客戶:查詢、列出、建立和更新客戶帳戶、群組、聯絡人、電子郵件、網域、附加服務與備註
- 帳務:讀取、建立和更新帳單,登記付款,列出逾期帳單與交易,新增計費項目和餘額
- 訂單與服務:下單、接受、取消或標記訂單;建立、暫停、恢復、終止和升級產品
- 支援:讀取、建立和回覆工單,新增備註,列出支援部門、狀態和工單數量
- 網域與目錄:註冊、移轉、續約網域,管理名稱伺服器和鎖定狀態,讀取 TLD 價格、產品和促銷
- 管理與報表:統計、活動日誌、員工與待辦事項,另有唯讀的 whmcs:// 資源和引導式工作流程提示
- 適用情境
- 適合讓助理直接操作 WHMCS 主機或帳務系統:回答客戶與帳務問題、草擬工單回覆、催收逾期帳單,或產出續約與流失風險報表,不必手動複製資料。
- 執行需求
- 以本機程序(Docker 映像或安裝的執行檔)或 HTTP 端點執行。需要 WHMCS API 網址,以及來自 WHMCS API 角色的憑證識別碼和金鑰(WHMCS_IDENTIFIER、WHMCS_SECRET);14 天試用期後需要 LICENSE_KEY。使用 HTTP 傳輸時 MCP_TRANSPORT 必須設為 http。專案相關工具還需啟用 WHMCS Project Management 附加模組。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 WHMCS MCP Server,將其新增到工作區。
- 為需要使用其工具的對話啟用該服務。
Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。
其他 MCP 客戶端
參照 儲存庫 中的啟動說明。
README
WHMCS MCP Server
Production-grade AI integration for WHMCS. Connect ChatGPT, Claude, and Cursor directly to your WHMCS installation — manage clients, invoices, tickets, and services through natural language.
Prerequisites — WHMCS API Setup
Before running the installer you need a WHMCS API credential with the right permissions.
1. Create an API Role
In WHMCS Admin: Setup → Staff Management → API Roles → Add Role
Choose a permission preset based on how much you trust the AI:
Minimum permissions (read-only — 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 — 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 → Addon Modules), regardless of API role permissions.
Domain write permissions:
register_domain,transfer_domain, andrenew_domainrequireDomainRegister,DomainTransfer, andDomainRenewrespectively. Note theDomainprefix comes first —RegisterDomain/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 — 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 — 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 → Staff Management → API Credentials → Generate New Credential
- Role: select the role you just created
- Allowed IPs: leave blank if using an Access Key (recommended), or enter the server IP if you prefer IP-based restrictions
- Copy the Identifier and Secret — you'll need these during install
Quick Start — running in under 5 minutes
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.
Get a License
Purchase a license at daddar.io/store/ai-tools/whmcs-mcp — 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.
What You Can Do
98 WHMCS Tools
All tools support dryRun mode — preview what would happen before making changes.
24 Real-Time Resources
Resources are read-only data endpoints that AI clients can subscribe to via whmcs:// URIs. Data is served from a 60-second TTL cache.
18 Workflow Prompts
Prompts are pre-built workflow templates that MCP clients surface as one-click guided interactions.
vs other WHMCS MCP servers
Supported AI Clients
Security
- OAuth 2.0 PKCE — industry-standard authorization with short-lived tokens and refresh
- Bearer token mode — simple API key setup for single-tenant deployments
- Rate limiting — per-IP and per-token controls (configurable)
- Audit log — every authenticated request logged with client ID, method, and timestamp
- Helmet.js — security headers (CSP, HSTS, X-Frame-Options, etc.)
- Input sanitization — defense-in-depth against injection
- HTTPS enforcement — rejects plain HTTP in production
- Docker secrets — credentials read from
/run/secrets/if present
Configuration
Environment Variables
Copy .env.example to .env and fill in your values.
Required:
License:
Authentication:
Note (v2.1.0):
MCP_AUTH_MODEandMCP_REQUIRE_AUTHhave been removed. The server always runs the full auth stack — bearer tokens and OAuth are both available in every configuration. Auth is always enforced in HTTP mode.
Network / proxy:
Observability (optional):
Webhooks (optional):
See .env.example for all options.
Connecting AI Clients
Cursor IDE
Bearer token (simple): Add to ~/.cursor/mcp.json:
OAuth (New App UI): When adding via Cursor's "New App" with OAuth, the server must have MCP_CLIENT_REGISTRATION_SECRET set (in Portainer or .env). Generate with openssl rand -hex 24, set it on the server, then enter the same value in Cursor's Advanced OAuth settings under "Client registration secret" (or equivalent). This enables Dynamic Client Registration so Cursor can self-register.
Or for local stdio mode:
Claude Desktop
Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):
ChatGPT (GPT Actions)
Point your GPT Action schema at https://your-server:3100/mcp. Use OAuth 2.0 mode for multi-user setups.
Real-Time Webhook Push
Receive WHMCS events pushed to your AI in real time — new tickets, invoices, overdue payments.
See docs/WEBHOOKS.md for setup instructions.
Deployment
Docker Compose (recommended)
Generates tokens:
Kubernetes
See k8s-deployment.yaml and DEPLOYMENT.md.
Behind a Reverse Proxy (nginx / Caddy / Traefik)
Remove the ports block from docker-compose.marketplace.yml and proxy to whmcs-mcp:3100. See comments in that file.
Observability
- Health check:
GET /health - Readiness:
GET /ready - Prometheus metrics: port 9090 (configurable via
MCP_METRICS_PORT)
Key metrics: whmcs_mcp_requests_total, whmcs_mcp_request_duration_seconds, whmcs_mcp_active_sessions, whmcs_mcp_auth_total
Support & Licensing
- Purchase / manage license: daddar.io/store/ai-tools/whmcs-mcp
- Documentation: this repo + DEPLOYMENT.md + docs/WEBHOOKS.md
- Support: [email protected]
- Security issues: SECURITY.md
Copyright © 2026 Daddario Tech Solutions. All rights reserved. See LICENSE.
來源:README.md,提交 d134069
工具
0版本歷史
2- v2.3.8最新Oct 26, 2026
- v2.3.6Sep 16, 2026
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