List payments
Tool ID: kohlercode_crm_work_payments_list
Summary
Lists payments recorded on one work engagement (date, amount, note). Read-only.
When to use it
- Check what was paid — Deposits, milestones, or final payments on an engagement.
- Reconcile balance — Compare payments with billed totals from the engagement or Work summary.
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 |
|---|---|
count |
Number of payments |
payments |
Rows with paid_on, amount, note |
Example prompts
List payments for KohlerCode CRM work engagement 12.
What payments have been recorded on our AI Agent Setup engagement?
Tips
- Payments are recorded by KohlerCode; this tool only reads them.
- Company-wide recent payments also appear in Work summary.