gate-exchange-tradfi

name	gate-exchange-tradfi
description	Gate TradFi (traditional finance) skill. Use when the user asks to query or trade traditional finance assets like forex or commodities on Gate. Triggers on 'TradFi orders', 'MT5 account', 'TradFi positions'. Do NOT use for fund transfer.
user-invocable	true
disable-model-invocation	false
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Resolving gate-cli (binary path)

Resolve gate-cli in order: (1) command -v gate-cli and gate-cli --version succeeds; (2) ${HOME}/.local/bin/gate-cli if executable; (3) ${HOME}/.openclaw/skills/bin/gate-cli if executable. Canonical rules: exchange-runtime-rules.md §4 (or gate-runtime-rules.md §4).

Gate TradFi 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 use the gate-cli commands explicitly listed in this skill. Commands not documented here must NOT be run for these workflows, even if other interfaces expose them.

Skill Dependencies

gate-cli commands used

Query Operations (Read-only)

• gate-cli cex tradfi market categories
• gate-cli cex tradfi account info
• gate-cli cex tradfi order history
• gate-cli cex tradfi order list
• gate-cli cex tradfi position history
• gate-cli cex tradfi position list
• gate-cli cex tradfi market symbol
• gate-cli cex tradfi market kline
• gate-cli cex tradfi market ticker
• gate-cli cex tradfi market symbols
• gate-cli cex tradfi account assets

Execution Operations (Write)

• gate-cli cex tradfi position close
• gate-cli cex tradfi order create
• gate-cli cex tradfi order cancel
• gate-cli cex tradfi order update
• gate-cli cex tradfi position update

Authentication

• Interactive file setup: when GATE_API_KEY and GATE_API_SECRET are not both set on the host, run gate-cli config init to complete the wizard for API key, secret, profiles, and defaults (see gate-cli).
• Env / flags: gate-cli config init is not required when credentials are already supplied — e.g. both GATE_API_KEY and GATE_API_SECRET set on the host, or --api-key / --api-secret where supported — never ask the user to paste secrets into chat.
• Permissions: Tradfi:Write
• Portal: create or rotate keys outside the chat: https://www.gate.com/myaccount/profile/api-key/manage

Installation Check

• Required: gate-cli (run sh ./setup.sh from this skill directory if missing; optional GATE_CLI_SETUP_MODE=release).
• Add $HOME/.openclaw/skills/bin to PATH if you invoke gate-cli by name (or the directory where setup.sh installs it).
• Credentials: When GATE_API_KEY and GATE_API_SECRET are both set (non-empty) for the host, do not require gate-cli config init — that is equivalent valid config for gate-cli. When both are unset or empty, remind the operator to run gate-cli config init or to configure GATE_API_KEY / GATE_API_SECRET in the matching skill from the skill library (never ask the user to paste secrets into chat).
• Sanity check: Do not proceed with authenticated calls until the CLI behaves as expected (e.g. gate-cli --version or a read-only gate-cli cex ... command from this skill); confirm credentials resolve before mutating operations.

Execution mode

Read and strictly follow references/gate-cli.md, then execute this skill's TradFi workflow.

• SKILL.md keeps routing and domain constraints.
• references/gate-cli.md is the authoritative gate-cli execution contract for query/mutation separation, confirmation gates, and post-action verification.

Sub-Modules

Module	Description	Trigger keywords
Query orders	Order list, order history	orders, open orders, order history
Query positions	Current position list, position history	positions, my positions, position history, holdings, current position
Query market	Category list, symbol list, ticker, symbol kline	category, categories, symbol list, symbols, ticker, kline, candlestick, market
Query assets	User balance/asset info, MT5 account info	assets, balance, account, my funds, MT5, mt5 account
Place order	Create new order (supports take-profit/stop-loss at creation)	place order, create order, open order, buy, sell, long, short, take-profit, stop-loss
Amend order	Change order price, take-profit, or stop-loss (size not supported)	amend order, modify order, change price, take-profit, stop-loss
Cancel order	Cancel one or more orders	cancel order, revoke order, cancel
Modify position	Change position take-profit/stop-loss only (leverage, margin not supported)	modify position, take-profit, stop-loss, change take-profit, change stop-loss
Close position	Full or partial close	close position, close, close all, flat

Routing Rules

Intent	Example phrases	Route to
Query orders	"My TradFi orders", "order history", "show open orders", "order status"	Read references/query-orders.md
Query positions	"My positions", "position history", "current holdings", "what am I holding"	Read references/query-positions.md
Query market	"TradFi categories", "category list", "symbol list", "ticker", "kline for X", "market data"	Read references/query-market.md
Query assets	"My assets", "balance", "account balance", "MT5 account", "my MT5 info"	Read references/query-assets.md
Place order	"Place order", "buy EURUSD", "sell XAUUSD 0.1", "open long", "order with take-profit/stop-loss"	Read references/place-order.md
Amend order	"Amend order", "change price to X", "take-profit", "stop-loss"	Read references/amend-order.md
Cancel order	"Cancel order", "cancel all orders", "revoke order"	Read references/cancel-order.md
Modify position	"Modify position", "take-profit", "stop-loss", "change take-profit/stop-loss"	Read references/modify-position.md
Close position	"Close position", "close all", "close half", "flat"	Read references/close-position.md
Unclear	"TradFi", "show me my TradFi"	Clarify: list query and trading modules or ask which the user wants.

gate-cli command index

Query (read-only) — use only MCP-documented parameters.

#	Tool	Purpose
1	gate-cli cex tradfi order list	List open orders.
2	gate-cli cex tradfi order history	Query order history list (filled/cancelled).
3	gate-cli cex tradfi position list	List current positions.
4	gate-cli cex tradfi position history	List historical positions/settlements.
5	gate-cli cex tradfi market categories	Query TradFi category list.
6	gate-cli cex tradfi market symbols	List symbols (by category if supported).
7	gate-cli cex tradfi market ticker	Get ticker(s) for symbol(s).
8	gate-cli cex tradfi market symbol	Get symbol config (required before place order: leverages, min_order_volume, step_order_volume). If no result, symbol may not exist — do not place order.
9	gate-cli cex tradfi market kline	Get kline/candlestick for symbol.
10	gate-cli cex tradfi account assets	Get user account/balance (assets).
11	gate-cli cex tradfi account info	Get MT5 account info.

Trading (write) — exact tool names and parameters must match the Gate TradFi MCP tool definition. Conditions and value limits (required/optional, ranges, allowed symbols) must be declared in the skill and in each reference; do not pass undocumented parameters.

#	Tool (name per MCP)	Purpose
12	gate-cli cex tradfi order create	Place new order; supports take-profit/stop-loss. Before calling: use gate-cli cex tradfi market symbol to validate symbol and get min_order_volume, step_order_volume, leverages.
13	gate-cli cex tradfi order update	Amend order price, take-profit, stop-loss only (size not supported).
14	gate-cli cex tradfi order cancel	Cancel/delete one order. Does not support batch; one order per call.
15	gate-cli cex tradfi position update	Modify position take-profit/stop-loss price only (leverage, margin not supported).
16	gate-cli cex tradfi position close (or MCP equivalent)	Close position (full or partial). Full close: position identifier only, do not pass size/close_volume.

Parameter conditions and limits

• For each MCP tool, input conditions and limits (required/optional parameters, value ranges, allowed symbols, precision) are defined in the MCP. This skill and each reference document must declare those conditions and limits so the agent and user know what can be sent.
• In each trading reference (place-order.md, amend-order.md, cancel-order.md, modify-position.md, close-position.md), include a Parameters section that states: required/optional params, value constraints, and any MCP-specific rules. Do not add parameters that the MCP does not document.
• If the user provides a value outside allowed range or a missing required param, ask for correction before building the confirmation payload.

User confirmation (trading only)

• Before calling any trading MCP tool (place order, amend order, cancel order, modify position, close position): output all parameters that will be sent to the MCP so the user can review them. Ask the user to confirm (e.g. "Confirm: place order with symbol=X, side=Y, size=Z, price=W. Reply yes to execute."). Do not call the tool until the user explicitly confirms.
• This applies to every write operation; query-only flows do not require confirmation.

Response parameter explanation (trading only)

• After the trading MCP tool returns: in the response to the user, explain the parameters that were used (e.g. symbol, side, size, price, order_id, or position identifier) and the outcome (e.g. order created, order amended, order cancelled, position modified, position closed). Include a short summary table or list of the sent parameters and the result (success or error code/message). This is declared in this skill so the agent always reports back what was sent and what happened.

Execution

1. Intent and parameters

• Determine module: Query (orders, positions, market, assets) or Trading (place, amend, cancel, modify position, close).
• For each MCP tool call, use only the parameters defined in the Gate TradFi MCP tool definition. Do not pass parameters that are not documented in the MCP.
• Extract from user message only those keys that the MCP actually supports. Respect conditions and limits declared in the skill and in the reference.

2. Read sub-module and call tools

• Load the corresponding reference under references/ and follow its Workflow.
• Query: Call query tools with extracted/prompted parameters; no confirmation needed.
• Trading: Build the parameter set per the reference and MCP; output parameters for user confirmation; only after user confirms, call the trading MCP tool; then in the response, explain the parameters used and the outcome.

3. Report

• Query: Use the sub-module Report Template (tables for orders/positions/tickers, assets).
• Trading: Use the reference Report Template; include parameter summary (what was sent) and result (success or error).

Domain Knowledge

• TradFi: Gate’s traditional finance product set (e.g. FX, MT5). Symbols and categories are product-specific.
• Query: Orders, positions, market, assets — use only MCP-documented parameters.
• Trading: Place/amend/cancel orders and modify/close positions — use only MCP-documented tools and parameters; declare conditions/limits; require user confirmation before execution; explain parameters and outcome in the response.
• Order id for cancel/amend: The order id used by gate-cli cex tradfi order cancel and gate-cli cex tradfi order update must come from gate-cli cex tradfi order list. Do not use the id or log_id returned by gate-cli cex tradfi order create for cancel or amend.

Error Handling

Situation	Action
Tool not found / 4xx/5xx	Tell user the TradFi service or tool may be unavailable; suggest retry or check Gate MCP configuration.
Empty list	Report "No open orders" / "No positions" / "No symbols" etc., and do not assume error.
Invalid symbol / order not found	Report "Order not found" or "Symbol not found" and suggest checking symbol list.
Auth / permission error	Do not expose credentials; ask user to check API key or MCP auth for TradFi.
Trading error (e.g. insufficient margin, invalid price)	Show the error message; in the response, restate the parameters that were sent and suggest correction.

Safety Rules

• Query: No confirmation required; display data after tool success.
• Trading: Always output parameters for user confirmation before calling place/amend/cancel/modify/close; never execute a write operation without explicit user confirmation. After execution, always explain in the response the parameters that were used and the outcome.
• Sensitive data: Do not log or store credentials or balances; display only in the current response.

Report Template

Query — After each query:

• Orders: Table with columns such as symbol, side, size, price, status, time (from list response).
• Positions: Table with position fields (e.g. symbol, side, size, entry, margin) or "No open positions."
• Market: Category list; symbol list; ticker table (symbol, last, 24h change, volume); or symbol kline summary (interval, range, OHLC).
• Assets: List of assets and balances; or MT5 account/server/balance/equity table; or "Unable to load" on error.

Trading — After each place/amend/cancel/modify/close:

• Parameters used: List or table of the parameters sent to the MCP (e.g. symbol, side, size, price, order_id).
• Result: Success (e.g. order id, status) or error (code/message). Suggest next step if error.