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Operate As

Integration

CabRank

Lawyer referral marketplace: referrals, matters and firms. Your client pastes their CabRank key once, and your agent or your code works with their access.

CRM and sales

About CabRank

Through Operate As, your agent, n8n workflow or code works in CabRank with your client's own access. Your client pastes their API key from CabRank once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of CabRank's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

CabRank

CabRank · CRM and sales

API key

Lawyer referral marketplace: referrals, matters and firms

The client pastes their API key from CabRank's settings. We store it encrypted.

Tested against CabRank's live API.

Building with CabRank? The docs have setup steps and code for every tool.

Open the CabRank docs

Tools

Your agent calls any endpoint of CabRank's API with the request tool, with the client's access attached.

Base URL for request

https://api.cabrank.legal/zapier/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/cabrank/{path}

    Any endpoint of CabRank's own API, with the client's access attached.

    servicestringrequired
    This service: cabrank
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.cabrank.legal/zapier/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the CabRank key you paste, with only the access you gave that key

Related

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