Update work engagement
Tool ID: kohlercode_crm_work_engagement_update
Summary
Updates the title and/or description of a work engagement. You can edit while the stage is still request. Requires your explicit confirmation.
When to use it
- Refine a request — Fix the title or add detail before KohlerCode moves it to plan.
- Correct typos — Small edits without creating a new engagement.
What you need
| Requirement | Required? |
|---|---|
| Metraclick connection | Yes |
| Tool enabled for your account | Yes |
| KohlerCode CRM connected by your administrator | Yes |
| Your confirmation to update | Yes |
Parameters
| Parameter | Required? | Description |
|---|---|---|
engagement_id |
Yes | Id of the engagement |
title |
No | New title |
description |
No | New description |
confirm |
Yes | Must be true to update |
What you get back
| Field | Meaning |
|---|---|
updated |
true when accepted |
engagement |
Updated engagement |
Example prompts
Update work engagement 12’s description with our revised scope — confirm before saving.
Rename our “AI setup” engagement to “AI Agent Setup” after I confirm.
Tips
- Edits are only allowed while the stage is request. After that, use Transition (for example request plan changes) instead of editing fields.
- Provide at least one of title or description.