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.

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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

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

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

Module B: Margin Trading

1. 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)
2. Leverage Check: Query current leverage, adjust if user specifies
3. Position Direction:
   • Long (LONG): Buy coin, borrow USDT
   • Short (SHORT): Sell coin, borrow coin
4. Minimum Amount Check: Call cex_crx_list_crx_rule_symbols to query minimum amount
5. Pre-order Confirmation: Display order summary (pair, direction, quantity, leverage), require confirmation
6. Place Order: Call cex_crx_create_crx_order with parameter position_side
7. Verification: Call cex_crx_list_crx_margin_positions with a symbol filter to confirm position

Module C: Futures Trading

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

Module D: Cross-Exchange Transfer

1. Transfer Type:
   • Cross-exchange transfer: cex_crx_create_crx_transfer (Exchange A -> Exchange B)
2. 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). | — |
3. Supported Coin Check: Call cex_crx_list_crx_transfer_coins to verify
4. Balance Check: Confirm source account has sufficient balance
5. Pre-transfer Confirmation: Display transfer summary (source, destination, coin, quantity), require confirmation
6. Execute Transfer: Call cex_crx_create_crx_transfer
7. Verification: Call cex_crx_list_crx_transfers to query transfer history and confirm

Module E: Convert Trading

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

Module F: Order Management

1. 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)
2. Cancel Orders:
   • Single cancel: Call cex_crx_cancel_crx_order
3. Amend Orders:
   • Check order status must be open
   • Call cex_crx_update_crx_order to amend price or quantity
4. Display Results: Display order information in table format

Module G: Position Query

1. 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
2. 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)
3. 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

1. Order History:
   • Call cex_crx_list_crx_history_orders
   • Parameters: limit (max 100), page, from (start timestamp), to (end timestamp)
2. Trade History:
   • Call cex_crx_list_crx_history_trades
   • Same parameters as above
3. Position History:
   • Call cex_crx_list_crx_history_positions
   • Same parameters as above
4. Margin Position History:
   • Call cex_crx_list_crx_history_margin_positions
   • Same parameters as above
5. 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)