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Settings reference

Everything you configure lives under Addons → Relyagent → Settings, split into five sections: General, MCP Settings, Sync, Update Status and License. This page is a complete reference to each setting and its default, so you can decide what to change with confidence.

Relyagent Settings screenAddons → Relyagent → Settings

What is MCP?

The Model Context Protocol (MCP) is an open standard that lets AI assistants call external tools. Relyagent makes your WHMCS one of those tool providers — safely, on your own server. The MCP Settings section below controls which tools are exposed and how hard they can be called.

General

SettingDefaultWhat it does
Verbose Debug LoggingOffWrites extra entries to the WHMCS module log on every MCP request. Turn it on only while diagnosing an integration problem, then turn it back off — it is noisy in day-to-day use.
Trust X-Forwarded-For HeaderOffChanges how the client IP is captured for the audit log. When On, Relyagent reads the closest-hop entry of the X-Forwarded-For header instead of the direct connection IP.

Reverse proxies only

Enable Trust X-Forwarded-For Header only when WHMCS sits behind a reverse proxy or CDN you control. If you turn it on without a trusted proxy in front, a client could spoof the header and your audit log would record the wrong IP.

MCP Settings

This section decides which tools AI clients can see and how often they can call them. See MCP tools for the full tool list and Connections & OAuth for how these caps combine with each connection's own tool selection.

Tool groups

SettingDefaultWhat it does
Tool group toggles (Clients, Tickets, Invoices, Services, Domains, Admin, Affiliates, Email, Quotes, Orders)OnEnables or disables each of the 10 groups install-wide. A disabled group's tools never list and never run, even if a connection has them ticked.

Dangerous Operations

SettingDefaultWhat it does
Dangerous OperationsOffMaster gate for state-changing tools. While Off, those tools are visible but refuse to run.

When On, the following state-changing tools become runnable (and only if the tool is also ticked on the connection):

  • update_client
  • create_invoice
  • add_credit
  • suspend_service
  • unsuspend_service
  • change_package

Leave this off unless you need it

These tools change live billing and account state. Enable Dangerous Operations deliberately, grant the specific tools to only the connections that need them, and keep an eye on the audit log.

Rate limits

SettingDefaultNotes
Calls / minute60Per token. Hard cap of 10,000 — you cannot set a value higher than this.
Calls / day5000Per token.

When a token exceeds either limit, further calls are refused until the window resets, and the call is recorded as Rate Limited in the audit log.

AI Client Connections

SettingDefaultWhat it does
Allow AI clients to connectMaster switch. While off, no AI client can connect, regardless of the connections you have created. Turn it on during setup.
Allowed Scopes (ceiling)Read-onlyAn install-wide ceiling on what any connection may do. Read-only by default; enable write scopes deliberately, alongside Dangerous Operations, only when you intend AI clients to change data.

These global caps apply on top of each connection's own ticked tools — a connection can never do more than the Allowed Scopes ceiling permits, even if it has more tools ticked.

OAuth signing keys

ControlWhat it does
Regenerate keysRotates the per-install OAuth signing key. Use it if you suspect the key is compromised. Regenerating forces every connected client to reconnect, so plan for a brief interruption.

Sync

Relyagent verifies its own deployed files against an HMAC-SHA256 signed baseline so you can trust the deployment. See File integrity for the full story.

SettingDefaultWhat it does
Auto-SyncRe-syncs deployed files automatically on admin page load when a mismatch is detected.

The File Integrity (HMAC-SHA256) panel flags any tampered or missing deployed files, and a status banner reads either Everything In Sync or Sync Required. When everything matches you'll see: "All deployed files match the HMAC-signed baseline." A manual Sync control lets you re-run the check; on success it flashes "Sync completed successfully."

Update Status

This section shows your installed version, checks for new releases, and keeps your database backups. Relyagent also checks for updates automatically once a day. For the full workflow, see Updating and Backup & restore.

License

Enter and manage your Relyagent license key here. The panel shows your license type and, for a Lifetime key, whether your Support & Updates entitlement is active. For what each license type grants and how lapses behave, see Licensing.

Next steps

Once your settings are how you want them, create a connection under Addons → Relyagent → MCP Clients — see Connections & OAuth.

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