#trading

Gate CrossEx Cross-Exchange Trading

Gate CrossEx cross-exchange skill. Use when the user asks to trade or query positions across Gate, Binance, OKX, and Bybit simultaneously. Triggers on 'cross exchange', 'Binance order', 'OKX position'.

Gate@gate-exchange

Install

openclaw skills install @gate-exchange/gate-exchange-crossex

Gate CrossEx Trading Suite

This skill is the unified entry point for Gate CrossEx cross-exchange trading. It supports lots of core operations: order management, position query, and history query. User intents are routed to corresponding workflows.

General Rules

⚠️ STOP — You MUST read and strictly follow the shared runtime rules before proceeding. Do NOT select or call any tool until all rules are read. These rules have the highest priority. → Read gate-runtime-rules.md

Only call MCP tools explicitly listed in this skill. Tools not documented here must NOT be called, even if they exist in the MCP server.

MCP Dependencies

Required MCP Servers

MCP Server	Status
Gate (main)	✅ Required

MCP Tools Used

Query Operations (Read-only)

cex_crx_get_crx_account
cex_crx_get_crx_fee
cex_crx_get_crx_interest_rate
cex_crx_get_crx_margin_positions_leverage
cex_crx_get_crx_order
cex_crx_get_crx_positions_leverage
cex_crx_list_crx_account_book
cex_crx_list_crx_adl_rank
cex_crx_list_crx_coin_discount_rate
cex_crx_list_crx_history_margin_interests
cex_crx_list_crx_history_margin_positions
cex_crx_list_crx_history_orders
cex_crx_list_crx_history_positions
cex_crx_list_crx_history_trades
cex_crx_list_crx_margin_positions
cex_crx_list_crx_open_orders
cex_crx_list_crx_positions
cex_crx_list_crx_rule_risk_limits
cex_crx_list_crx_rule_symbols
cex_crx_list_crx_transfer_coins
cex_crx_list_crx_transfers

Execution Operations (Write)

cex_crx_cancel_crx_order
cex_crx_close_crx_position
cex_crx_create_crx_convert_order
cex_crx_create_crx_convert_quote
cex_crx_create_crx_order
cex_crx_create_crx_transfer
cex_crx_update_crx_account
cex_crx_update_crx_margin_positions_leverage
cex_crx_update_crx_order
cex_crx_update_crx_positions_leverage

Authentication

API Key Required: Yes (see skill doc/runtime MCP deployment)
Permissions: Crx:Write
Get API Key: https://www.gate.io/myaccount/profile/api-key/manage

Installation Check

Required: Gate (main)
Install: Run installer skill for your IDE
- Cursor: gate-mcp-cursor-installer
- Codex: gate-mcp-codex-installer
- Claude: gate-mcp-claude-installer
- OpenClaw: gate-mcp-openclaw-installer

MCP Mode

Read and strictly follow references/mcp.md, then execute this skill's CrossEx workflow.

SKILL.md keeps route dispatch and feature boundaries.
references/mcp.md is the authoritative MCP execution layer for query/mutation sequencing, confirmation gates, and risk-aware updates.

Module Overview

Module	Description	Trigger Keywords
Spot	Limit/market buy/sell, cross-exchange arbitrage	`spot buy`, `spot sell`, `buy spot`, `sell spot`
Margin	Long/short trading, margin management, auto-borrowing	`margin long`, `margin short`, `long margin`, `short margin`
Futures	USDT perpetual contracts, dual-direction positions, leverage adjustment	`futures long`, `futures short`, `open long`, `open short`
Transfer	Cross-exchange fund transfer	`fund transfer`, `cross-exchange transfer`, `transfer`, `move funds`
Convert	Flash convert and conversion quote workflow	`convert trading`, `flash convert`, `convert`, `quote convert`
Orders	Query, cancel, amend orders, order history	`query orders`, `cancel order`, `amend order`, `order history`, `list orders`
Positions	Query all position types, history records	`query positions`, `check positions`, `position history`, `positions`
History	Query order/position/trade/interest history	`history query`, `trade history`, `interest history`, `history`

Routing Rules

Intent	Example Phrases	Route To
Spot Trading	"Buy 100 USDT worth of BTC", "Sell 0.5 BTC", "Market buy ETH spot"	Read `references/spot-trading.md`
Margin Trading	"Long 50 USDT worth of XRP on margin", "Short BTC on margin", "10x leverage long"	Read `references/margin-trading.md`
Futures Trading	"Open 1 BTC futures long position", "Market short ETH", "Adjust leverage to 20x"	Read `references/futures-trading.md`
Cross-Exchange Transfer	"Transfer 100 USDT from Gate to Binance", "Move ETH from OKX to Gate"	Read `references/transfer.md`
Convert Trading	"Flash convert 10 USDT to BTC", "Convert 50 USDT to ETH on Gate"	Read `references/convert-trading.md`
Order Management	"Query all open orders", "Cancel that buy order", "Amend order price", "Query order history"	Read `references/order-management.md`
Position Query	"Query all my positions", "Show futures positions", "Position history"	Read `references/position-query.md`
History Query	"Query trade history", "Position history", "Margin interest history", "Account ledger"	Read `references/history-query.md`
Unclear	"Show account" , "Help me" , "Please Check my account"	Clarify: Query account, then guide user

MCP Tools

This skill uses the CrossEx MCP toolset with the cex_crx prefix as its only core tool family.

Scope rule: Only execute operations explicitly documented in this skill. Only call tools listed in the tables below or in references/*.md. Tools or operations not mentioned here must not be called.

Tool Naming Convention

List operations in the cex_crx family query symbols, orders, positions, transfers, or history
Get operations in the cex_crx family query a single account setting, fee, rate, or order detail
Create operations in the cex_crx family create an order, transfer, convert quote, or convert order
Update operations in the cex_crx family update account settings, leverage, or existing orders
Cancel operations in the cex_crx family cancel an existing order
Close operations in the cex_crx family close an existing position

Symbol And Rule Tools

Tool	Purpose
`cex_crx_list_crx_rule_symbols`	List supported CrossEx trading symbols
`cex_crx_list_crx_rule_risk_limits`	Query symbol risk limit rules
`cex_crx_list_crx_transfer_coins`	List assets supported for CrossEx transfer
`cex_crx_get_crx_fee`	Query CrossEx trading fee information
`cex_crx_get_crx_interest_rate`	Query CrossEx interest rates
`cex_crx_list_crx_coin_discount_rate`	Query collateral discount rates

Account Tools

Tool	Purpose
`cex_crx_get_crx_account`	Query CrossEx account overview and balances
`cex_crx_update_crx_account`	Update CrossEx account settings
`cex_crx_list_crx_account_book`	Query CrossEx account ledger entries

Transfer And Convert Tools

Tool	Purpose
`cex_crx_list_crx_transfers`	Query transfer history
`cex_crx_create_crx_transfer`	Create a cross-exchange transfer
`cex_crx_create_crx_convert_quote`	Get a flash convert quote
`cex_crx_create_crx_convert_order`	Execute a flash convert order

Order Tools

Tool	Purpose
`cex_crx_list_crx_open_orders`	Query current open orders
`cex_crx_create_crx_order`	Create a CrossEx order
`cex_crx_get_crx_order`	Query order details
`cex_crx_update_crx_order`	Amend an existing order
`cex_crx_cancel_crx_order`	Cancel a single order
`cex_crx_list_crx_history_orders`	Query order history
`cex_crx_list_crx_history_trades`	Query trade history

Position And Leverage Tools

Tool	Purpose
`cex_crx_list_crx_positions`	Query current futures positions
`cex_crx_list_crx_margin_positions`	Query current margin positions
`cex_crx_close_crx_position`	Close an existing CrossEx position
`cex_crx_get_crx_positions_leverage`	Query futures leverage settings
`cex_crx_update_crx_positions_leverage`	Update futures leverage
`cex_crx_get_crx_margin_positions_leverage`	Query margin leverage settings
`cex_crx_update_crx_margin_positions_leverage`	Update margin leverage
`cex_crx_list_crx_history_positions`	Query futures position history
`cex_crx_list_crx_history_margin_positions`	Query margin position history
`cex_crx_list_crx_history_margin_interests`	Query margin interest history
`cex_crx_list_crx_adl_rank`	Query ADL rank information

Usage Guidance

Use the cex_crx MCP family as the default and only core MCP family for this skill.
Use list/get tools to query symbol rules, fees, balances, leverage, or supported assets.
Prefer history and account-book tools when the user asks for records, audit trails, or status verification.

Execution

1. Intent and Parameter Identification

Determine module (orders/positions/history)
Extract key parameters:
- Trading Pair: GATE_SPOT_BTC_USDT, GATE_MARGIN_XRP_USDT, GATE_FUTURE_ETH_USDT
- Exchange: GATE, BINANCE, OKX, BYBIT
- Direction: BUY (buy/long), SELL (sell/short)
- Quantity: USDT amount, coin quantity, contract size
- Price: Limit, market
- Leverage: Leverage multiplier (margin/futures only)
- Position Side: LONG (long), SHORT (short, margin/futures only)
Missing Parameters: If required parameters are missing, ask user

2. Pre-checks

Trading Pair: Call cex_crx_list_crx_rule_symbols to verify
Account Balance: Call cex_crx_get_crx_account to check if available margin is sufficient
Position Check:
- Margin Trading: Check existing positions to avoid direction conflicts
- Futures Trading: Check dual-direction position mode
Minimum Amount: Query min_quote_amount (typically 3 USDT)
Exchange Status: Verify target exchange is operating normally

3. Module Logic

Module A: Spot Trading

Parameter Confirmation:
- Trading pair format: GATE_SPOT_{BASE}_{QUOTE}
- Buy parameters: quote_qty (USDT amount)
- Sell parameters: qty (coin quantity)
Minimum Amount Check: Call cex_crx_list_crx_rule_symbols to query minimum amount
Pre-order Confirmation: Display order summary (pair, direction, quantity, price), require user confirmation
Place Order: Call cex_crx_create_crx_order
Verification: Call cex_crx_get_crx_order to confirm order status

Module B: Margin Trading

Parameter Confirmation:
- Trading pair format: GATE_MARGIN_{BASE}_{QUOTE}
- Required parameters: qty (coin quantity), position_side (LONG or SHORT)
- Optional parameters: quote_qty (USDT amount)
Leverage Check: Query current leverage, adjust if user specifies
Position Direction:
- Long (LONG): Buy coin, borrow USDT
- Short (SHORT): Sell coin, borrow coin
Minimum Amount Check: Call cex_crx_list_crx_rule_symbols to query minimum amount
Pre-order Confirmation: Display order summary (pair, direction, quantity, leverage), require confirmation
Place Order: Call cex_crx_create_crx_order with parameter position_side
Verification: Call cex_crx_list_crx_margin_positions with a symbol filter to confirm position

Module C: Futures Trading

Parameter Confirmation:
- Trading pair format: GATE_FUTURE_{BASE}_{QUOTE}
- Required parameters: qty (contract size), position_side (LONG or SHORT)
Leverage Adjustment: If user specifies leverage, call cex_crx_get_crx_positions_leverage and cex_crx_update_crx_positions_leverage
Contract Size Calculation (if ordering by value):
- Get quanto_multiplier and current price
- Round down to ensure overspending is avoided
Minimum Size Check: Call cex_crx_list_crx_rule_symbols to query minimum size
Pre-order Confirmation: Display order summary (pair, direction, size, leverage), require confirmation
Place Order: Call cex_crx_create_crx_order with parameter position_side
Verification: Call cex_crx_list_crx_positions with a symbol filter to confirm position

Module D: Cross-Exchange Transfer

Transfer Type:
- Cross-exchange transfer: cex_crx_create_crx_transfer (Exchange A -> Exchange B)

Parameter Confirmation:

Cross-exchange transfer: from, to, coin, amount

From/To Account Rules:

Coin	Mode	Valid `from` / `to`	Defaults
USDT	Cross-Exchange	`SPOT` ↔ `CROSSEX`	`CROSSEX_{exchange_type}` → `CROSSEX`
USDT	Sub-Exchange	`SPOT` ↔ `CROSSEX_{exchange_type}` or `CROSSEX_{exchange_type}` ↔ `CROSSEX_{exchange_type}`	`CROSSEX` → `CROSSEX_GATE`
Non-USDT	Any	Must use `CROSSEX_{exchange_type}` (never `CROSSEX` alone). Cross-exchange transfers allowed (e.g., `CROSSEX_BINANCE` ↔ `CROSSEX_GATE`).	—

Supported Coin Check: Call cex_crx_list_crx_transfer_coins to verify
Balance Check: Confirm source account has sufficient balance
Pre-transfer Confirmation: Display transfer summary (source, destination, coin, quantity), require confirmation
Execute Transfer: Call cex_crx_create_crx_transfer
Verification: Call cex_crx_list_crx_transfers to query transfer history and confirm

Module E: Convert Trading

Convert Type:
- Flash convert quote: cex_crx_create_crx_convert_quote
- Flash convert execution: cex_crx_create_crx_convert_order
Parameter Confirmation:
- Flash convert: from_coin, to_coin, from_amount, exchange_type
Balance Check: Confirm source account has sufficient balance for the convert pair
Pre-convert Confirmation: Display source asset, target asset, rate, and expected receive amount, then require confirmation
Quote: Call cex_crx_create_crx_convert_quote
Execute Convert: Call cex_crx_create_crx_convert_order with the returned quote_id
Verification: Call cex_crx_get_crx_account to confirm resulting balances

Module F: Order Management

Query Orders:
- Current open orders: Call cex_crx_list_crx_open_orders
- Order details: Call cex_crx_get_crx_order
- Order History: Call cex_crx_list_crx_history_orders (parameters: limit, page, from, to)
Cancel Orders:
- Single cancel: Call cex_crx_cancel_crx_order
Amend Orders:
- Check order status must be open
- Call cex_crx_update_crx_order to amend price or quantity
Display Results: Display order information in table format

Module G: Position Query

Query Types:
- Futures positions: Call cex_crx_list_crx_positions
- Margin positions: Call cex_crx_list_crx_margin_positions
- Futures leverage: Call cex_crx_get_crx_positions_leverage
- Margin leverage: Call cex_crx_get_crx_margin_positions_leverage
History Query:
- Position History: Call cex_crx_list_crx_history_positions (parameters: limit, page, from, to)
- Margin Position History: Call cex_crx_list_crx_history_margin_positions
- Trade History: Call cex_crx_list_crx_history_trades (parameters: limit, page, from, to)
Display Format:
- Current positions: Table format (pair, direction, quantity, entry price, unrealized PnL)
- History records: Reverse chronological order, display recent N records

Module H: History Query

Order History:
- Call cex_crx_list_crx_history_orders
- Parameters: limit (max 100), page, from (start timestamp), to (end timestamp)
Trade History:
- Call cex_crx_list_crx_history_trades
- Same parameters as above
Position History:
- Call cex_crx_list_crx_history_positions
- Same parameters as above
Margin Position History:
- Call cex_crx_list_crx_history_margin_positions
- Same parameters as above
Margin Interest History:
- Call cex_crx_list_crx_history_margin_interests
- Same parameters as above

Report Template

After each operation, output a concise standardized result.

Safety Rules

Credentials: Never prompt or induce the user to paste API Secret Key into chat; prefer secure local MCP configuration.
User-to-User Transfer: This skill does not support P2P or user-to-user transfers; only transfers between the user's own accounts (e.g., SPOT ↔ CROSSEX) are allowed.
Trade Orders: Display complete order summary (pair, direction, quantity, price, leverage), require user confirmation before placing order
Cross-Exchange Transfer: Display transfer details (source, destination, quantity, arrival time), require confirmation
Scope rule: Only call tools documented in this skill. If the user requests an operation not documented here, respond that it is not supported by this skill.
Batch Operations: Display operation scope and impact, require explicit confirmation

Example: "Reply 'confirm' to execute the above operation."

Error Handling

Error Code	Handling
`USER_NOT_EXIST`	Please confirm if a GATE CrossEx account has been opened. Refer to the GATE Help Center -> CrossEx Trading -> CrossEx Account Operation Guide for instructions.
`TRADE_INVALID_QUOTE_ORDER_QTY`	⚠️ Incorrect parameter name: Market buy must use `quote_qty`
`TRADE_INVALID_ORDER_QTY`	⚠️ Limit order error: Limit orders must use `qty` (coin quantity) + `price`
`TRADE_ORDER_AMOUNT_MIN_ERROR`	Order amount below minimum notional value (typically 3 USDT), increase quantity or amount
`CONVERT_TRADE_QUOTE_EXCHANGE_INVALID_ERROR`	⚠️ Flash convert: `exchange_type` parameter value must be uppercase exchange code (e.g., `GATE`)
`TRADE_MARGIN_INVALID_PZ_SIDE_ERROR`	Prompt that margin/futures trading must specify `position_side` (LONG/SHORT)
`BALANCE_NOT_ENOUGH`	Insufficient available margin, suggest reducing trade amount or depositing
`SYMBOL_NOT_FOUND`	Confirm trading pair format is correct (e.g., GATE_SPOT_BTC_USDT)
`INVALID_PARAM_VALUE`	Check parameter format (qty is numeric string, position_side is LONG/SHORT)
`POSITION_NOT_EMPTY`	Prompt to close position before reversing direction
`TRADE_ORDER_LOT_SIZE_ERROR`	Suggest adjusting quantity to minimum unit of the trading pair
`RATE_LIMIT_EXCEEDED`	Prompt user about rate limit; suggest retrying later or reducing request frequency
`TRADE_INVALID_EXCHANGE_TYPE`	Invalid exchange type; please check the `exchange_type` parameter (e.g., GATE, BINANCE, OKX, BYBIT)