Gate Exchange Futures

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name: gate-exchange-futures version: "2026.3.23-1" updated: "2026-03-23" description: "Gate Exchange USDT perpetual futures trading skill. Use when the user wants to trade contracts, open/close perpetual positions, or manage futures leverage. Triggers on 'open long', 'close short', 'USDT perpetual', 'futures TP/SL'."

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Gate Futures Trading Suite

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_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_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

MCP Mode

Read and strictly follow references/mcp.md, then execute module-specific routes in this SKILL.md.

SKILL.md keeps routing logic (Open/Close/Cancel/Amend/TP-SL/Conditional/Manage).

references/mcp.md is the authoritative MCP execution layer for tool contracts, mode switching safeguards, confirmation gates, and degraded handling.

Module overview

| Module | Description | Trigger keywords | |--------|-------------|------------------| | Open | Limit/market open long or short, cross/isolated mode, top gainer/loser order | long, short, buy, sell, open, top gainer, top loser | | Close | Full close, partial close, reverse position | close, close all, reverse | | Cancel | Cancel one or many orders | cancel, revoke | | Amend | Change order price or size | amend, modify | | TP/SL | Attach take-profit or stop-loss to an existing position; fires a close/reduce order when price is reached | take profit, stop loss, TP, SL, 止盈, 止损 | | Conditional Open | Place a pending open order that triggers when price hits a level | conditional order, when price reaches, breakout buy, dip buy, 条件单, 触价开仓 | | Manage Triggers | List, cancel, or amend open price-triggered orders | list triggers, cancel TP, cancel SL, amend trigger, 查询条件单, 取消止盈止损 |

Routing rules

| Intent | Example phrases | Route to | |--------|-----------------|----------| | Open position | "BTC long 1 contract", "market short ETH", "10x leverage long", "top gainer long 10U" | Read references/open-position.md | | Close position | "close all BTC", "close half", "reverse to short", "close everything" | Read references/close-position.md | | Cancel orders | "cancel that buy order", "cancel all orders", "list my orders" | Read references/cancel-order.md | | Amend order | "change price to 60000", "change order size" | Read references/amend-order.md | | Set TP/SL | "Set BTC TP at 70000", "SL at 58000 for my long", "止损60000" | Read references/tp-sl.md | | Conditional open | "Buy BTC when it drops to 60000", "Open short if price breaks above 68000", "条件单做多" | Read references/conditional.md | | Manage triggered orders | "List my TP/SL orders", "Cancel that stop loss", "Amend trigger price", "查询条件单" | Read references/manage.md | | Unclear | "help with futures", "show my position" | Clarify: query position/orders, then guide user |

MCP tools

| # | Tool | Purpose | |---|------|---------| | 1 | cex_fx_get_fx_tickers | Get all futures tickers (for top gainer/loser sorting) | | 2 | cex_fx_get_fx_contract | Get single contract info (precision, multiplier, etc.) | | 3 | cex_fx_get_fx_order_book | Get contract order book (best bid/ask) | | 4 | cex_fx_get_fx_accounts | Get futures account (position mode: single/dual) | | 5 | cex_fx_list_fx_positions | List positions (dual mode) | | 6 | cex_fx_get_fx_dual_position | Get dual-mode position for a contract | | 7 | cex_fx_get_fx_position | Get single-mode position for a contract | | 8 | cex_fx_update_fx_dual_position_cross_mode | Switch margin mode (cross/isolated) | | 9 | cex_fx_update_fx_position_cross_mode | Switch margin mode in single mode (do NOT use in dual) | | 10 | cex_fx_update_fx_dual_position_leverage | Set leverage (dual mode) | | 11 | cex_fx_update_fx_position_leverage | Set leverage (single mode, do NOT use in dual) | | 12 | cex_fx_create_fx_order | Place order (open/close/reverse) | | 13 | cex_fx_list_fx_orders | List orders | | 14 | cex_fx_get_fx_order | Get single order detail | | 15 | cex_fx_cancel_fx_order | Cancel single order | | 16 | cex_fx_cancel_all_fx_orders | Cancel all orders for a contract | | 17 | cex_fx_amend_fx_order | Amend order (price/size) |

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 cex_fx_update_fx_dual_position_cross_mode(settle, contract, mode) (do not use cex_fx_update_fx_position_cross_mode in dual mode). - Leverage: use cex_fx_update_fx_dual_position_leverage(settle, contract, leverage) (do not use cex_fx_update_fx_position_leverage in dual mode; it returns array and causes parse error). If single mode: use cex_fx_get_fx_position(settle, contract) for position; cex_fx_update_fx_position_cross_mode for mode switch; cex_fx_update_fx_position_leverage for leverage.

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."* 4. Mode switch (no conflict): only when user explicitly requested cross or isolated and that target differs from current: if no position, or single position and user confirmed, call cex_fx_update_fx_dual_position_cross_mode (dual) or cex_fx_update_fx_position_cross_mode (single) with mode "cross" or "isolated". Do not switch if the user did not explicitly request a margin mode. 5. Leverage: if user specified leverage and it differs from current (from position query per dual/single above), call cex_fx_update_fx_dual_position_leverage in dual mode or cex_fx_update_fx_position_leverage in single mode first, then proceed. If user did not specify leverage, do not change it — use the current leverage from the position query for all calculations (e.g. USDT cost formula). Do not default to any value (e.g. 10x or 20x). 6. Pre-order confirmation: get current leverage from position query (dual: cex_fx_list_fx_positions or cex_fx_get_fx_dual_position; single: cex_fx_get_fx_position) for contract + side. Show final order summary (contract, side, size, price or market, mode, leverage, estimated margin/liq price). Ask user to confirm (e.g. "Reply 'confirm' to place the order."). Only after user confirms, place order. 7. Place order: call cex_fx_create_fx_order (market: tif=ioc, price=0). 8. Verify: confirm position via position query (dual: cex_fx_list_fx_positions(holding=true) or cex_fx_get_fx_dual_position; single: cex_fx_get_fx_position).

#### 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. 4. Size: if user says "close all" or does not specify size, use full close (size = 0) with mode-appropriate flags above; if partial, compute size and set order_reduce_only = true. 5. Market vs limit: if user does not specify execution price, use market (order_price = "0", order_tif = "ioc"); otherwise limit (order_tif = "gtc"). 6. Confirmation: show summary (contract, side, trigger price, trigger rule, execution type, size or "close all") and ask user to confirm before calling cex_fx_create_fx_price_triggered_order.

#### 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_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

| Code | Action | |------|--------| | BALANCE_NOT_ENOUGH | Suggest deposit or lower leverage/size. | | PRICE_TOO_DEVIATED | Extract actual valid price range from the error message and show to user (do not rely on contract order_price_deviate; actual limit depends on risk_limit_tier). | | POSITION_HOLDING (mode switch) | API returns this (not POSITION_NOT_EMPTY). Ask user to close position first. | | CONTRACT_NOT_FOUND | Contract invalid or not tradeable. Confirm contract name (e.g. BTC_USDT) and settle; suggest listing contracts. | | ORDER_NOT_FOUND | Order already filled, triggered, cancelled, or wrong order_id. Suggest checking order history or listing triggered orders. | | APIOrderNotSupportUpdateTouchOrder | API-created conditional open orders cannot be amended. Cancel and re-create instead. TP/SL orders are not affected and can be amended normally. | | SIZE_TOO_LARGE | Order size exceeds limit. Suggest reducing size or check contract order_size_max. | | ORDER_FOK | FOK order could not be filled entirely. Suggest different price/size or use GTC/IOC. | | ORDER_POC | POC order would have taken liquidity; exchange rejected. Suggest different price for maker-only. | | INVALID_PARAM_VALUE | Often in dual mode when wrong API or params used (e.g. cex_fx_update_fx_position_cross_mode or cex_fx_update_fx_position_leverage in dual). Use dual-mode APIs: cex_fx_update_fx_dual_position_cross_mode, cex_fx_update_fx_dual_position_leverage; for position use cex_fx_list_fx_positions or cex_fx_get_fx_dual_position. For price-triggered orders: check trigger_rule, order_size sign, order_price format. |