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

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)

1. Minimum Amount Check: Call cex_crx_list_crx_rule_symbols to query minimum amount
2. Pre-order Confirmation: Display order summary (pair, direction, quantity, price), require user confirmation
3. Place Order: Call cex_crx_create_crx_order
4. 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)

1. Leverage Check: Query current leverage, adjust if user specifies
2. Position Direction:

• Long (LONG): Buy coin, borrow USDT
• Short (SHORT): Sell coin, borrow coin

1. Minimum Amount Check: Call cex_crx_list_crx_rule_symbols to query minimum amount
2. Pre-order Confirmation: Display order summary (pair, direction, quantity, leverage), require confirmation
3. Place Order: Call cex_crx_create_crx_order with parameter position_side
4. 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)

1. Leverage Adjustment: If user specifies leverage, call cex_crx_get_crx_positions_leverage and

cex_crx_update_crx_positions_leverage

1. Contract Size Calculation (if ordering by value):

• Get quanto_multiplier and current price
• Round down to ensure overspending is avoided

1. Minimum Size Check: Call cex_crx_list_crx_rule_symbols to query minimum size
2. Pre-order Confirmation: Display order summary (pair, direction, size, leverage), require confirmation
3. Place Order: Call cex_crx_create_crx_order with parameter position_side
4. 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)

1. 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). | — |

1. Supported Coin Check: Call cex_crx_list_crx_transfer_coins to verify
2. Balance Check: Confirm source account has sufficient balance
3. Pre-transfer Confirmation: Display transfer summary (source, destination, coin, quantity), require confirmation
4. Execute Transfer: Call cex_crx_create_crx_transfer
5. 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

1. Parameter Confirmation:

• Flash convert: from_coin, to_coin, from_amount, exchange_type

1. Balance Check: Confirm source account has sufficient balance for the convert pair
2. Pre-convert Confirmation: Display source asset, target asset, rate, and expected receive amount, then require

confirmation

1. Quote: Call cex_crx_create_crx_convert_quote
2. Execute Convert: Call cex_crx_create_crx_convert_order with the returned quote_id
3. 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)

1. Cancel Orders:

• Single cancel: Call cex_crx_cancel_crx_order

1. Amend Orders:

• Check order status must be open
• Call cex_crx_update_crx_order to amend price or quantity

1. 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

1. 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)

1. 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)

1. Trade History:

• Call cex_crx_list_crx_history_trades
• Same parameters as above

1. Position History:

• Call cex_crx_list_crx_history_positions
• Same parameters as above

1. Margin Position History:

• Call cex_crx_list_crx_history_margin_positions
• Same parameters as above

1. 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) |