Gate Exchange Sub-Account

Gate Exchange sub-account management skill. Use when the user asks to manage, create, lock, unlock, or list their sub-accounts. Triggers on 'sub-account status', 'create sub-account', 'lock sub-account', 'my sub-accounts'.

Gate Exchange Sub-Account Skill

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.

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MCP Dependencies

Required MCP Servers

MCP Server	Status
Gate (main)	✅ Required

MCP Tools Used

Query Operations (Read-only)

• cex_sa_get_sa
• cex_sa_list_sas
• cex_sa_lock_sa
• cex_sa_unlock_sa

Execution Operations (Write)

• cex_sa_create_sa

Authentication

• API Key Required: Yes (see skill doc/runtime MCP deployment)
• Permissions: Sa: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 sub-account workflow.

• SKILL.md keeps intent routing and permission boundaries.
• references/mcp.md is the authoritative MCP execution layer for create/lock/unlock confirmation gates and status verification.

Prerequisites

• MCP Dependency: Requires gate-mcp to be installed.
• Authentication: All sub-account operations require API key authentication with main-account privileges.
• Permission: The current user must be a main account holder to manage sub-accounts.

Available MCP Tools

Tool	Auth	Description
cex_sa_get_sa	Yes	Get details of a specific sub-account by user ID
cex_sa_list_sas	Yes	List all sub-accounts under the main account
cex_sa_create_sa	Yes	Create a new normal sub-account
cex_sa_lock_sa	Yes	Lock a sub-account to disable login and trading
cex_sa_unlock_sa	Yes	Unlock a previously locked sub-account

Workflow

Step 1: Identify User Intent

Parse the user's message to determine which sub-account operation they need.

Key data to extract:

• intent: One of query_status, list_all, create, lock, unlock
• user_id: Sub-account UID (required for query_status, lock, unlock)
• login_name: Desired username (for create, may need to ask user)

Intent detection rules:

Signal Keywords	Intent
"status of sub-account", "sub-account UID {id}", "check sub-account"	query_status
"all sub-accounts", "list sub-accounts", "my sub-accounts", "which sub-accounts"	list_all
"create sub-account", "new sub-account", "add sub-account"	create
"lock sub-account", "disable sub-account", "freeze sub-account"	lock
"unlock sub-account", "enable sub-account", "unfreeze sub-account"	unlock

Step 2: Execute by Intent

Case A: Query Sub-Account Status (query_status)

Call cex_sa_get_sa with:

• user_id: The sub-account UID provided by the user

Key data to extract:

• login_name: Sub-account username
• remark: Sub-account remark/note
• state: Account state (normal / locked)
• type: Account type (normal / pool)
• create_time: Account creation timestamp

Present the sub-account details in a structured format.

Case B: List All Sub-Accounts (list_all)

Call cex_sa_list_sas with:

• type: "0" (normal sub-accounts only)

Key data to extract:

• For each sub-account: user_id, login_name, remark, state, create_time

Present results as a table with username, UID, remark (if any), and current status.

Case C: Create Sub-Account (create)

Pre-check: Call cex_sa_list_sas with type: "0" to get the current list of normal sub-accounts. Check if the user can still create more sub-accounts based on the returned count.

If creation is available:

1. Ask the user to provide a login name for the new sub-account
2. Optionally collect: email, remark
3. Confirm all details with the user before proceeding
4. Call cex_sa_create_sa with:
   • login_name: User-provided login name (required)
   • email: User-provided email (optional)
   • remark: User-provided remark (optional)
5. Present the newly created sub-account details

Key data to extract:

• user_id: Newly created sub-account UID
• login_name: Confirmed username
• state: Should be "normal"

Important: Only normal sub-accounts can be created through this skill.

Case D: Lock Sub-Account (lock)

1. Validate that user_id is provided; if not, ask the user
2. Call cex_sa_get_sa with user_id to verify the sub-account exists and belongs to the main account
3. If the sub-account is already locked, inform the user and stop
4. Confirm with the user: "Are you sure you want to lock sub-account {user_id} ({login_name})? This will disable login and trading for this sub-account."
5. On confirmation, call cex_sa_lock_sa with:
   • user_id: The sub-account UID
6. Report the result

Key data to extract:

• Lock operation success/failure status

Case E: Unlock Sub-Account (unlock)

1. Validate that user_id is provided; if not, ask the user
2. Call cex_sa_get_sa with user_id to verify the sub-account exists and is currently locked
3. If the sub-account is already unlocked/normal, inform the user and stop
4. Confirm with the user: "Are you sure you want to unlock sub-account {user_id} ({login_name})?"
5. On confirmation, call cex_sa_unlock_sa with:
   • user_id: The sub-account UID
6. Report the result

Key data to extract:

• Unlock operation success/failure status

Step 3: Format and Respond

Present results using the Report Template below. Always include relevant context and next-step suggestions.

Judgment Logic Summary

Condition	Action
User asks for a specific sub-account status with UID	Route to Case A: query_status
User asks to see all sub-accounts	Route to Case B: list_all
User wants to create a new sub-account	Route to Case C: create
User wants to lock a sub-account with UID	Route to Case D: lock
User wants to unlock a sub-account with UID	Route to Case E: unlock
UID not provided for operations requiring it	Ask user for the sub-account UID
Login name not provided for creation	Ask user for a login name
Sub-account already in target state (lock/unlock)	Inform user, no action needed
API returns authentication error	Prompt user to log in
API returns permission error	Inform user that main account privileges are required
Sub-account does not exist or does not belong to user	Inform user the UID is invalid

Report Template

Query Status Response

text

Sub-Account Details
---
Username:      {login_name}
UID:           {user_id}
Status:        {state}
Type:          {type}
Remark:        {remark or "N/A"}
Created:       {create_time}

List All Sub-Accounts Response

text

Your Sub-Accounts
---
| # | Username | UID | Status | Remark |
|---|----------|-----|--------|--------|
| 1 | {login_name} | {user_id} | {state} | {remark or "-"} |
| 2 | ... | ... | ... | ... |

Total: {count} sub-account(s)

Create Sub-Account Response

text

Sub-Account Created Successfully
---
Username:      {login_name}
UID:           {user_id}
Status:        Normal
Remark:        {remark or "N/A"}

Note: Only normal sub-accounts can be created through this interface.

Lock/Unlock Response

text

Sub-Account {Action} Successfully
---
Username:      {login_name}
UID:           {user_id}
Previous Status: {previous_state}
Current Status:  {new_state}

Domain Knowledge

• A main account on Gate can create multiple sub-accounts for asset isolation, strategy separation, or team management.
• Sub-accounts share the main account's KYC verification but have independent trading and wallet capabilities.
• Locking a sub-account disables both login and trading; the assets remain safe but inaccessible until unlocked.
• There are two types of sub-accounts: normal (type=0) and pool (type=1). This skill only supports creating normal sub-accounts.
• Sub-account creation requires a unique login name. Email and remark are optional.

Safety Rules

• Write operations (cex_sa_create_sa, cex_sa_lock_sa, cex_sa_unlock_sa): Always require explicit user confirmation before execution. Never auto-execute.
• UID validation: Before lock/unlock, always verify the sub-account exists and belongs to the current main account.
• State check: Before lock/unlock, check current state to avoid redundant operations.
• No sensitive data exposure: Never expose API keys, internal endpoint URLs, or raw error traces.
• Normal sub-accounts only: Creation is restricted to normal sub-accounts (type=0). Do not attempt to create pool sub-accounts.

Error Handling

Condition	Response
Auth endpoint returns "not login"	"Please log in to your Gate account first."
User is not a main account	"Sub-account management requires main account privileges. Please switch to your main account."
Sub-account UID not found	"Sub-account with UID {user_id} was not found. Please verify the UID and try again."
Sub-account does not belong to user	"This sub-account does not belong to your main account."
Sub-account already locked	"Sub-account {user_id} is already locked. No action needed."
Sub-account already unlocked	"Sub-account {user_id} is already in normal (unlocked) state. No action needed."
Create sub-account fails (limit reached)	"You have reached the maximum number of sub-accounts. Please contact support if you need more."
Create sub-account fails (duplicate name)	"The login name '{login_name}' is already taken. Please choose a different name."
Unknown error	"An error occurred while processing your request. Please try again later."

Prompt Examples & Scenarios

See scenarios.md for full prompt examples and expected behaviors.