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whmcs_create_invoice

Create a new invoice for a client in WHMCS by specifying client ID, status, payment method, tax rates, dates, and line items.

Instructions

Create a new invoice for a client

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
useridYesClient ID
statusNoInvoice status
sendinvoiceNoSend invoice email
paymentmethodNoPayment method
taxrateNoTax rate percentage
taxrate2NoSecond tax rate percentage
dateNoInvoice date (YYYY-MM-DD)
duedateNoDue date (YYYY-MM-DD)
notesNoInvoice notes
itemdescriptionNoLine item descriptions
itemamountNoLine item amounts
itemtaxedNoLine items taxed flags

Implementation Reference

  • The createInvoice method in WhmcsApiClient that implements the tool logic by calling the WHMCS 'CreateInvoice' API action using the generic HTTP client.
    /**
     * Create an invoice
     */
    async createInvoice(params: {
        userid: number;
        status?: 'Draft' | 'Unpaid' | 'Paid' | 'Cancelled' | 'Refunded' | 'Collections';
        sendinvoice?: boolean;
        paymentmethod?: string;
        taxrate?: number;
        taxrate2?: number;
        date?: string;
        duedate?: string;
        notes?: string;
        itemdescription?: string[];
        itemamount?: number[];
        itemtaxed?: boolean[];
    }) {
        return this.call<WhmcsApiResponse & {
            invoiceid: number;
            status: string;
        }>('CreateInvoice', params);
    }
  • src/index.ts:297-323 (registration)
    Registers the whmcs_create_invoice tool with the MCP server, including title, description, Zod input schema for validation, and thin async handler delegating to whmcsClient.createInvoice.
    server.registerTool(
        'whmcs_create_invoice',
        {
            title: 'Create Invoice',
            description: 'Create a new invoice for a client',
            inputSchema: {
                userid: z.number().describe('Client ID'),
                status: z.enum(['Draft', 'Unpaid', 'Paid', 'Cancelled', 'Refunded', 'Collections']).optional().describe('Invoice status'),
                sendinvoice: z.boolean().optional().describe('Send invoice email'),
                paymentmethod: z.string().optional().describe('Payment method'),
                taxrate: z.number().optional().describe('Tax rate percentage'),
                taxrate2: z.number().optional().describe('Second tax rate percentage'),
                date: z.string().optional().describe('Invoice date (YYYY-MM-DD)'),
                duedate: z.string().optional().describe('Due date (YYYY-MM-DD)'),
                notes: z.string().optional().describe('Invoice notes'),
                itemdescription: z.array(z.string()).optional().describe('Line item descriptions'),
                itemamount: z.array(z.number()).optional().describe('Line item amounts'),
                itemtaxed: z.array(z.boolean()).optional().describe('Line items taxed flags'),
            },
        },
        async (params) => {
            const result = await whmcsClient.createInvoice(params);
            return {
                content: [{ type: 'text', text: JSON.stringify(result, null, 2) }],
            };
        }
    );
  • Zod schema defining the input parameters and validation for the whmcs_create_invoice tool, matching WHMCS CreateInvoice API requirements.
        inputSchema: {
            userid: z.number().describe('Client ID'),
            status: z.enum(['Draft', 'Unpaid', 'Paid', 'Cancelled', 'Refunded', 'Collections']).optional().describe('Invoice status'),
            sendinvoice: z.boolean().optional().describe('Send invoice email'),
            paymentmethod: z.string().optional().describe('Payment method'),
            taxrate: z.number().optional().describe('Tax rate percentage'),
            taxrate2: z.number().optional().describe('Second tax rate percentage'),
            date: z.string().optional().describe('Invoice date (YYYY-MM-DD)'),
            duedate: z.string().optional().describe('Due date (YYYY-MM-DD)'),
            notes: z.string().optional().describe('Invoice notes'),
            itemdescription: z.array(z.string()).optional().describe('Line item descriptions'),
            itemamount: z.array(z.number()).optional().describe('Line item amounts'),
            itemtaxed: z.array(z.boolean()).optional().describe('Line items taxed flags'),
        },
    },
  • Generic API client method used by createInvoice to send authenticated POST requests to WHMCS API, handles param flattening, error checking, and JSON response parsing.
    async call<T extends WhmcsApiResponse>(action: string, params: Record<string, unknown> = {}): Promise<T> {
        const url = `${this.config.apiUrl.replace(/\/$/, '')}/includes/api.php`;
        
        const postData: Record<string, string> = {
            identifier: this.config.apiIdentifier,
            secret: this.config.apiSecret,
            action: action,
            responsetype: 'json',
            ...this.flattenParams(params)
        };
    
        if (this.config.accessKey) {
            postData.accesskey = this.config.accessKey;
        }
    
        const response = await fetch(url, {
            method: 'POST',
            headers: {
                'Content-Type': 'application/x-www-form-urlencoded',
            },
            body: new URLSearchParams(postData).toString(),
        });
    
        if (!response.ok) {
            throw new Error(`WHMCS API request failed: ${response.status} ${response.statusText}`);
        }
    
        const data = await response.json() as T;
        
        if (data.result === 'error') {
            throw new Error(`WHMCS API error: ${data.message || 'Unknown error'}`);
        }
    
        return data;
    }

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