# Document WordPress plugin inventory for a client

Capture plugin purpose, owner, dependency, license, and update approach for review. Check the named site's prerequisites, task result, backup scope and recovery handoff with xCloud.

Canonical: https://xcloud.host/use-cases/workflows/document-wordpress-plugin-inventory-for-a-client/
Published: 2026-09-30 · Updated: 2026-09-30 · Technical review: 2026-09-30
Evidence: Source reviewed; no production deployment test claimed
Editorial owner: xCloud editorial

Intent: Capture plugin purpose, owner, dependency, license, and update approach for review.
For: site-owner, administrator

## Requirements and responsibilities

- Name the team, server, hostname, owner and affected users for the WordPress site. Record the current version and the actual business flow that must survive the change. Confirm the current dashboard form, plan eligibility, and server capacity before committing a resource change. A one-click catalog listing is discovery, not permission or proof that the connected MCP profile can install it. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)
- Prepare a non-sensitive test input and an acceptance record. Keep access to the app administrator and an independent observer where possible; omit secrets from AI prompts and client reports. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)
- For WordPress, verify the file and database backup scope and a safe target for recovery. Native scheduling, destination settings, staging synchronization and restore remain dashboard actions. Agree a maintenance window and owner before any action that interrupts the service or overwrites data. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)

## Illustrative situation

An agency is handing a WordPress site to a client whose plugins have mixed license owners. The client needs an inventory that explains each plugin’s business purpose and update responsibility.

## Choose the approach

- Inventory active, inactive and must-use plugins; WordPress default plugin screen omits must-use entries from normal update notices. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)
- Record license ownership without including license keys or administrator passwords in the deliverable. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)

## Dashboard and application procedure

### 1. Confirm the client site

**Where:** xCloud team/site and WordPress admin

**Permissions:** Authorized xCloud read access to the named team and site; the relevant app or provider owner supplies records outside xCloud.

**Inputs:** Client name, domain, site ID, handover date

**Action:** Identify the exact production site and capture WordPress and PHP versions before exporting plugin data.

**Expected result:** A dated inventory header linked to one client.

**Verify:** Ask the client owner to confirm domain and team.

**If it fails:** If multiple domains share a site, list them explicitly rather than creating duplicate inventories.

Capability: Confirm requirements and inspect resources
Sources: [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud site PHP settings](https://xcloud.host/docs/how-to-configure-php-settings/)

### 2. List installed components

**Where:** WordPress Plugins and must-use directory view

**Permissions:** Authorized WordPress/WooCommerce application administrator or delegated role with rights for this task; hosting access alone is insufficient.

**Inputs:** Plugin names, slugs, versions, active status

**Action:** Record every normal and must-use plugin, current version, installed source and activation state. Compare with xCloud's WordPress management list.

**Expected result:** A complete component table.

**Verify:** Reconcile discrepancies between WordPress and xCloud views.

**If it fails:** If a plugin is unrecognized, investigate its origin before labeling it safe.

Capability: Configure and test WordPress in its administrator UI
Sources: [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)

### 3. Map business dependencies

**Where:** Client task owners and site journeys

**Permissions:** Authorized WordPress/WooCommerce application administrator or delegated role with rights for this task; hosting access alone is insufficient.

**Inputs:** Form, booking, checkout, search and cache flows

**Action:** For each active plugin, state what business function fails if it is disabled. Identify duplicate or abandoned functionality separately.

**Expected result:** A dependency map, not just a software list.

**Verify:** Have owners run one representative task for critical plugins.

**If it fails:** If a purpose cannot be demonstrated, mark for review rather than deleting immediately.

Capability: Configure and test WordPress in its administrator UI
Sources: [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)

### 4. Assign licenses and updates

**Where:** Vendor accounts and agency contract

**Permissions:** Authorized WordPress/WooCommerce application administrator or delegated role with rights for this task; hosting access alone is insufficient.

**Inputs:** Renewal date, account owner, update cadence

**Action:** Record who pays, receives vendor notices, tests updates and approves production changes. Keep secrets in the client's approved password manager.

**Expected result:** Named ownership for every important component.

**Verify:** Verify access transfer and renewal contact with the client.

**If it fails:** If the agency is the sole license owner, document the transfer or service obligation.

Capability: Configure and test WordPress in its administrator UI
Sources: [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)

### 5. Deliver a safe inventory

**Where:** Client report and maintenance plan

**Permissions:** Authorized xCloud site owner with dashboard rights for the exact setting, backup, staging or restore action and a reviewed target.

**Inputs:** Sanitized table, open risks, next review date

**Action:** Share versions, purpose, owner and unresolved risks with the approved client contact. Set a date to refresh the inventory after changes.

**Expected result:** A usable maintenance handoff.

**Verify:** Check the recipient can locate the list and no secret/token appears.

**If it fails:** If access rights are uncertain, restrict the report and confirm authorized recipients first.

Capability: Prepare and inspect a WordPress maintenance report
Sources: [WordPress website maintenance reports for clients](https://xcloud.host/docs/wordpress-website-maintenance-reports-in-xcloud/); [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md)

## Maintenance

- Review this task after app or template updates and at the cadence agreed with the owner. Record failures as dated observations rather than assuming host health proves service health. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)
- Watch access changes, backup completion, free storage and external providers. Recheck integrations after credential, DNS, mail or source-data changes. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)

## Recovery decisions

- If the inventory, finding, report or plan is wrong, preserve its dated source evidence and issue a corrected version to the approved owner. Keep the prior record visible as superseded. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)
- Recheck the exact site, timestamp and task-specific test before approving any separate change. A bad review does not by itself justify replacing live site data. Sources: [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md); [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/); [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/); [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/); [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/); [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/); [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/)

## AI handoff

Connect an authorized xCloud MCP profile and discover its exact tools and team scope. The packaged REST wrapper is GET-only; use dashboard or app controls for undocumented writes.

### Supported scope

- **Confirm requirements and inspect resources** (mcp; read): Discover the connected profile and operation schema first; only teams granted to the connection are visible. Checkpoint: Confirm exact team, server and site identity. Use dashboard\_url returned by the resource; do not invent a dashboard link. Operation identifiers to discover: teams.index, servers.show, sites.show. Scopes: read:servers, read:sites. Sources: [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs); [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md)

### Copyable agent brief

```text
Read the named site's plugin/theme inventory and versions. Return a table keyed by exact slug with missing ownership fields. Do not activate, delete or update plugins; WordPress must-use inventory and license records need administrator/manual review.
```

### Manual checkpoints

- Approve exact site, target, cost and any write or maintenance window after inspecting the proposed plan.
- An authorized WordPress administrator must configure and test app users, content, integrations and business rules in the app.
- Native WordPress staging, backup schedule/settings, push/pull and all restores are dashboard-only; Docker restore is dashboard-only and replaces state.
- Reconcile data created after the chosen recovery point before any destructive restore.

## Feature coverage

- **inventory decision, evidence and task action** (covered): The procedure identifies the authorized task boundary and observable result. Steps: step-1, step-2, step-3, step-4
- **backup, ongoing operation and recovery** (covered): Recovery and maintenance are checked in the task procedure. Steps: step-4, step-5

## Sources

- [xCloud agent capability boundaries](https://github.com/xCloudDev/xcloud-agent-skills/blob/main/plugins/xcloud/reference/capability-map.md) — reviewed 2026-09-30; v4.4.2 package; xCloud v2.8.8 capability review
- [xCloud MCP documentation and connection profiles](https://app.xcloud.host/mcp/docs) — reviewed 2026-09-30
- [Manage WordPress core, themes and plugins](https://xcloud.host/docs/manage-and-update-wordpress-core-themes-in-xcloud/) — reviewed 2026-09-30
- [Site backups in xCloud](https://xcloud.host/docs/site-backups-in-xcloud/) — reviewed 2026-09-30
- [WordPress security hardening](https://developer.wordpress.org/advanced-administration/security/hardening/) — reviewed 2026-09-30
- [WordPress roles and capabilities](https://wordpress.org/documentation/article/roles-and-capabilities/) — reviewed 2026-09-30
- [Create WordPress pages](https://wordpress.org/documentation/article/create-pages/) — reviewed 2026-09-30
- [Manage WordPress plugins](https://wordpress.org/documentation/article/manage-plugins/) — reviewed 2026-09-30
- [xCloud site PHP settings](https://xcloud.host/docs/how-to-configure-php-settings/) — reviewed 2026-09-30
- [WordPress website maintenance reports for clients](https://xcloud.host/docs/wordpress-website-maintenance-reports-in-xcloud/) — reviewed 2026-09-30

## Continue

[Explore all use cases](https://xcloud.host/use-cases/)

- [Manage WordPress plugin updates and security checks](https://xcloud.host/use-cases/operations/wordpress-plugin-updates-and-security/)
- [Release WordPress staging changes without losing live data](https://xcloud.host/use-cases/playbooks/wordpress-staging-release-with-live-data/)
