gate-exchange-tradfi

name	gate-exchange-tradfi
version	2026.3.23-1
updated	2026-03-23
description	Gate TradFi (traditional finance) skill using MCP tools prefixed with cex_tradfi. Use this skill whenever the user asks to query or trade TradFi on Gate: query order list, order history, positions, category/symbol list, ticker, kline, user assets, MT5 account; or place order, amend order, cancel order, modify position, close position. Trigger phrases include 'TradFi orders', 'order history', 'positions', 'place order', 'amend order', 'cancel order', 'modify position', 'close position', 'symbol list', 'ticker', 'kline', 'my assets', 'MT5 account'. Do not use for fund transfer.

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 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_tradfi_query_categories
• cex_tradfi_query_mt5_account_info
• cex_tradfi_query_order_history_list
• cex_tradfi_query_order_list
• cex_tradfi_query_position_history_list
• cex_tradfi_query_position_list
• cex_tradfi_query_symbol_detail
• cex_tradfi_query_symbol_kline
• cex_tradfi_query_symbol_ticker
• cex_tradfi_query_symbols
• cex_tradfi_query_user_assets

Execution Operations (Write)

• cex_tradfi_close_position
• cex_tradfi_create_tradfi_order
• cex_tradfi_delete_order
• cex_tradfi_update_order
• cex_tradfi_update_position

Authentication

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

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.

MCP Tools

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

#	Tool	Purpose
1	cex_tradfi_query_order_list	List open orders.
2	cex_tradfi_query_order_history_list	Query order history list (filled/cancelled).
3	cex_tradfi_query_position_list	List current positions.
4	cex_tradfi_query_position_history_list	List historical positions/settlements.
5	cex_tradfi_query_categories	Query TradFi category list.
6	cex_tradfi_query_symbols	List symbols (by category if supported).
7	cex_tradfi_query_symbol_ticker	Get ticker(s) for symbol(s).
8	cex_tradfi_query_symbol_detail	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	cex_tradfi_query_symbol_kline	Get kline/candlestick for symbol.
10	cex_tradfi_query_user_assets	Get user account/balance (assets).
11	cex_tradfi_query_mt5_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	cex_tradfi_create_tradfi_order	Place new order; supports take-profit/stop-loss. Before calling: use cex_tradfi_query_symbol_detail to validate symbol and get min_order_volume, step_order_volume, leverages.
13	cex_tradfi_update_order	Amend order price, take-profit, stop-loss only (size not supported).
14	cex_tradfi_delete_order	Cancel/delete one order. Does not support batch; one order per call.
15	cex_tradfi_update_position	Modify position take-profit/stop-loss price only (leverage, margin not supported).
16	cex_tradfi_close_position (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 cex_tradfi_delete_order and cex_tradfi_update_order must come from cex_tradfi_query_order_list. Do not use the id or log_id returned by cex_tradfi_create_tradfi_order 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.