Get work engagement
Tool ID: kohlercode_crm_work_engagement_get
Summary
Returns one work engagement with stage history, time entries, payments, and totals. Read-only.
When to use it
- Full picture — Inspect plan notes, hours, and payments for a single request.
- Before transitioning — Confirm the current stage before asking for changes or confirmation.
What you need
| Requirement | Required? |
|---|---|
| Metraclick connection | Yes |
| Tool enabled for your account | Yes |
| KohlerCode CRM connected by your administrator | Yes |
Parameters
| Parameter | Required? | Description |
|---|---|---|
engagement_id |
Yes | Id from List work engagements |
What you get back
| Field | Meaning |
|---|---|
engagement |
Title, description, stage, pricing, plan notes, totals |
engagement.stage_events |
History of stage changes |
engagement.time_entries |
Logged hours |
engagement.payments |
Recorded payments |
Example prompts
Show full details for our KohlerCode CRM work engagement 12.
Open the AI Agent Setup engagement and summarize stage, hours, and payments.
What plan notes are on our latest work request?
Tips
- Prefer listing first if you do not know the id.
- Time and payments are also available via the dedicated list tools.