Gate Exchange Futures

Query Operations (Read-only)

• cex_fx_get_fx_accounts
• cex_fx_get_fx_contract
• cex_fx_get_fx_dual_position
• cex_fx_get_fx_order
• cex_fx_get_fx_order_book
• cex_fx_get_fx_position
• cex_fx_get_fx_price_triggered_order
• cex_fx_get_fx_tickers
• cex_fx_list_fx_orders
• cex_fx_list_fx_positions
• cex_fx_list_fx_price_triggered_orders

Execution Operations (Write)

• cex_fx_amend_fx_order
• cex_fx_cancel_all_fx_orders
• cex_fx_cancel_fx_order
• cex_fx_cancel_fx_price_triggered_order
• cex_fx_cancel_fx_price_triggered_order_list
• cex_fx_create_fx_order
• cex_fx_create_fx_price_triggered_order
• cex_fx_update_fx_dual_position_cross_mode
• cex_fx_update_fx_dual_position_leverage
• cex_fx_update_fx_position_cross_mode
• cex_fx_update_fx_position_leverage
• cex_fx_update_fx_price_triggered_order

Authentication

• API Key Required: Yes (see skill doc/runtime MCP deployment)
• Permissions: Fx: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

Module overview

Routing rules

MCP tools

Execution workflow

1. Intent and parameters

• Determine module (Open/Close/Cancel/Amend/TP-SL/Conditional/Manage).
• Extract: contract, side, size, price, leverage (for Open/Close); trigger_price, trigger_rule, order_size, order_price, order_tif (for TP/SL/Conditional).
• Top gainer/loser: if user requests "top gainer" / "top loser" (or equivalent) instead of a specific contract, call cex_fx_get_fx_tickers(settle="usdt"), sort by changePercentage (descending for gainer, ascending for loser), pick the top contract. Then continue the open flow with that contract.
• Missing: if required params missing (e.g. size), ask user (clarify mode).

2. Pre-flight checks

• Contract: call cex_fx_get_fx_contract to ensure contract exists and is tradeable.

• Account: check balance and conflicting positions (e.g. when switching margin mode).

• Risk: do not pre-calculate valid limit price from order_price_deviate (actual deviation limit depends on risk_limit_tier). On PRICE_TOO_DEVIATED, show the valid range from the error message.

• Settle currency: always usdt unless user explicitly specifies BTC-settled contract.

• Margin mode vs position mode (only when user explicitly requested a margin mode and it differs from current): call cex_fx_get_fx_accounts(settle) to get position mode. From response position_mode: single = single position mode, dual = dual (hedge) position mode. Margin mode from position: use position query per dual/single above → pos_margin_mode (cross/isolated). If user did not specify margin mode, do not switch; place order in current mode.

  • Single position (position_mode === "single"): do not interrupt. Prompt user: "You already have a {currency} position; switching margin mode will apply to this position too. Continue?" (e.g. currency from contract: BTC_USDT → BTC). Wait for user confirmation, then continue.
  • Dual position (position_mode === "dual"): interrupt flow. Tell user: "Please close the position first, then open a new one."

• Dual mode vs single mode (API choice): call cex_fx_get_fx_accounts(settle) first. If position_mode === "dual" (or in_dual_mode === true):

  • Position / leverage query: use cex_fx_list_fx_positions(settle, holding=true) or cex_fx_get_fx_dual_position(settle, contract). Do not use cex_fx_get_fx_position in dual mode (API returns an array and causes parse error).
  • Margin mode switch: use (do not use in dual mode).

3. Module logic

Module A: Open position

1. Unit conversion: if user does not specify size in contracts, distinguish between USDT cost ("spend 100U") and USDT value ("100U worth"), get quanto_multiplier from cex_fx_get_fx_contract and best bid/ask from cex_fx_get_fx_order_book(settle, contract, limit=1):
   • USDT cost (margin-based): open long: contracts = cost / (0.0015 + 1/leverage) / quanto_multiplier / order_price; open short: contracts = cost / (0.0015 + 1.00075/leverage) / quanto_multiplier / max(order_price, best_bid). order_price: limit → specified price; market → best ask (long) or best bid (short). leverage must come from the current position query (step 5); do not assume a default.
   • USDT value (notional-based): buy/open long: contracts = usdt_value / price / quanto_multiplier; sell/open short: contracts = usdt_value / max(best_bid, order_price) / quanto_multiplier. price: limit → specified price; market → best ask (buy) or best bid (sell).
   • Base (e.g. BTC, ETH): contracts = base_amount ÷ quanto_multiplier
   • Floor to integer; must satisfy order_size_min.
2. Mode: Switch margin mode only when the user explicitly requests it: switch to isolated only when user explicitly asks for isolated (e.g. "isolated"); switch to cross only when user explicitly asks for cross (e.g. "cross"). If the user does not specify margin mode, do not switch — place the order in the current margin mode (from position pos_margin_mode). If user explicitly wants isolated, check leverage.
3. Mode switch: only when user explicitly requested a margin mode and it differs from current (current from position: pos_margin_mode), then before calling cex_fx_update_fx_dual_position_cross_mode/cex_fx_update_fx_position_cross_mode: get position mode via cex_fx_get_fx_accounts(settle) → position_mode (single/dual); if position_mode === "single", show prompt "You already have a {currency} position; switching margin mode will apply to this position too. Continue?" and continue only after user confirms; if position_mode === "dual", do not switch—interrupt and tell user "Please close the position first, then open a new one."

Module B: Close position

1. Position: get current size and side via position query (dual: cex_fx_list_fx_positions(settle, holding=true) or cex_fx_get_fx_dual_position(settle, contract); single: cex_fx_get_fx_position(settle, contract)).
2. Branch: full close (query then close with reduce_only); partial (compute size, cex_fx_create_fx_order reduce_only); reverse (close then open opposite in two steps).
3. Verify: confirm remaining position via same position query as step 1.

Module C: Cancel order

1. Locate: by order_id, or cex_fx_list_fx_orders and let user choose.
2. Cancel: single cex_fx_cancel_fx_order only (no batch cancel).
3. Verify: finish_as == cancelled.

Module D: Amend order

1. Check: order status must be open.
2. Precision: validate new price/size against contract.
3. Amend: call cex_fx_amend_fx_order to update price or size.

Module E: Take Profit / Stop Loss

Read references/tp-sl.md for full logic. Key points:

1. Position check: get current position to confirm side and size (dual/single mode rules from pre-flight checks apply).
2. Trigger rule auto-selection:
   • Long TP: trigger_rule = ">=" (price rises to TP level)
   • Long SL: trigger_rule = "<=" (price falls to SL level)
   • Short TP: trigger_rule = "<=" (price falls to TP level)
   • Short SL: trigger_rule = ">=" (price rises to SL level)
3. Close flags (close, auto_size, and order_type depend on position mode and side):
   • Single mode, full close long: order_type = "close-long-position", close = true, no auto_size, order_reduce_only = true.
   • Single mode, full close short: order_type = "close-short-position", close = true, no auto_size, order_reduce_only = true.
   • Single mode, partial close long: order_type = "plan-close-long-position", close = false, no auto_size, order_reduce_only = true.
   • Single mode, partial close short: order_type = "plan-close-short-position", close = false, no auto_size, order_reduce_only = true.
   • Dual mode, full close long: order_type = "close-long-position", close = false, auto_size = "close_long", order_reduce_only = true.
   • Dual mode, full close short: order_type = "close-short-position", close = false, auto_size = "close_short", order_reduce_only = true.
   • Dual mode, partial close long: order_type = "plan-close-long-position", close = false, no auto_size, order_reduce_only = true.
   • Dual mode, partial close short: order_type = "plan-close-short-position", close = false, no auto_size, order_reduce_only = true.

Module F: Conditional Open

Read references/conditional.md for full logic. Key points:

1. No position required: this opens a new position when triggered.
2. Trigger rule: user specifies direction — "buy when drops to X" → trigger_rule = "<=", "buy when breaks above X" → trigger_rule = ">=".
3. Size conversion: same unit conversion rules as Module A (contracts, USDT cost, USDT value, base amount). Use cex_fx_get_fx_contract for quanto_multiplier and cex_fx_get_fx_order_book for best bid/ask. For cost-based conversion, use trigger_price as reference order_price when user has not specified an execution limit price.
4. Order size sign: positive = long, negative = short.
5. Confirmation: show full summary before placing.

Module G: Manage Triggered Orders

Read references/manage.md for full logic. Supports:

• List: cex_fx_list_fx_price_triggered_orders
• Get detail: cex_fx_get_fx_price_triggered_order
• Cancel single: cex_fx_cancel_fx_price_triggered_order
• Cancel all: cex_fx_cancel_fx_price_triggered_order_list
• Amend: cex_fx_update_fx_price_triggered_order

Amend limitation: only TP/SL orders (order_type contains plan-close-* or has reduce_only/close flag) support direct amendment via cex_fx_update_fx_price_triggered_order. Conditional open orders created via API return APIOrderNotSupportUpdateTouchOrder and cannot be amended — must cancel and re-create instead.

Report template

After each operation, output a short standardized result.

For price-triggered orders:

✓ [Operation] [Contract]
  Trigger: [rule] [trigger_price]
  Execute: [market/limit price] × [size or "close all"] [reduce_only/close]
  Order ID: [id]

Domain Knowledge

• USDT perpetual futures: linear contracts settled in USDT. Position size is measured in contracts; each contract represents quanto_multiplier units of the base asset (e.g. 0.001 BTC).
• Cross vs Isolated margin: cross mode shares the entire account balance as margin; isolated mode limits margin to the amount allocated to this position.
• Single vs Dual position mode: single mode holds one net position per contract; dual mode (hedge) allows simultaneous long and short positions on the same contract. API endpoints differ between modes.
• Price-triggered orders: conditional orders that fire when market price crosses a trigger level. Used for TP/SL (close existing position) and conditional open (open new position). The trigger is server-side; no client needs to be online.
• Reduce-only: ensures the order only reduces an existing position and does not accidentally open a new one. Always set for TP/SL orders.
• Order size sign: for price-triggered close orders, negative size = sell (close long), positive size = buy (close short). For open orders, positive = long, negative = short.

Safety rules

Confirmation

• Open: show final order summary (contract, side, size, price/market, mode, leverage, estimated liq/margin), then ask for confirmation before cex_fx_create_fx_order. Do not add text about mark price vs limit price, order_price_deviate, or suggesting to adjust price. Example: "Reply 'confirm' to place the order."
• Close all, reverse, batch cancel: show scope and ask for confirmation. Example: "Close all positions? Reply to confirm." / "Cancel all orders for this contract. Continue?"
• Create TP/SL / Conditional: show full summary (contract, trigger rule + price, execution price/type, size), then ask "Reply 'confirm' to place this order."
• Cancel all triggered orders: show scope (contract or all) and ask "Cancel all triggered orders for [contract]? Reply to confirm."
• Amend triggered order: show old vs new values and ask for confirmation.

Order ID precision

Gate order IDs are 64-bit integers that exceed Number.MAX_SAFE_INTEGER (2^53-1). Standard JSON parsers silently corrupt them.

• Always pass order_id as a string (e.g. "728451920374819843", not 728451920374819843).
• When reading an order ID from an API response, copy it as the raw string token, never as a parsed number.
• When displaying order IDs to the user, always render as a string with no formatting (no commas or scientific notation).

Errors