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gate-exchange

Gate Exchange TradFi Query Skill

by Gate · GitHub ↗ · v1.0.2 · MIT-0
cross-platform ⚠ suspicious
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Install in OpenClaw
/install 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 '...
README (SKILL.md)

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.

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

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 this skill's TradFi workflow.

  • SKILL.md keeps routing and domain constraints.
  • references/mcp.md is the authoritative MCP execution layer 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.

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.
Usage Guidance
This package contains contradictory signals: README repeatedly claims 'read-only' while SKILL.md and the reference docs include full trading (place/amend/cancel/modify/close) flows requiring an API key with write permissions. Before installing, confirm with the publisher which behavior is intended. If you will allow this skill to run against real accounts: - Ensure the Gate API key stored in your MCP has the minimal necessary scopes and is held only in the MCP (not exported to the skill). - Verify the MCP enforces the 'explicit confirmation' gate for every mutation and test that an agent cannot auto-confirm or bypass it. - If you only want read-only access, request or deploy a read-only variant (or confirm the MCP will deny write-tool availability). - Test first in a sandbox or demo account and review audit logs for all MCP calls. Because of the conflicting documentation and the presence of write-capable tools, treat this skill as potentially able to execute trades until you verify otherwise.
Capability Analysis
Type: OpenClaw Skill Name: gate-exchange-tradfi Version: 1.0.2 The skill bundle provides a comprehensive and well-structured interface for querying and trading traditional finance (TradFi) assets on the Gate exchange using MCP tools. It includes explicit safety protocols, such as mandatory user confirmation for all 'write' operations (e.g., `cex_tradfi_create_tradfi_order`, `cex_tradfi_close_position`) and detailed validation logic for symbol configurations. While there is a minor documentation inconsistency in README.md regarding the availability of order placement (which is clearly defined and supported in SKILL.md and the reference files), the overall logic is transparent, follows security best practices for financial agents, and lacks any indicators of data exfiltration or malicious intent.
Capability Assessment
Purpose & Capability
The skill name and some README text present it as a 'query' (read-only) skill, but SKILL.md, references, and the changelog document full trading (create/update/delete/close) MCP tools and require TradFi:Write permission. That divergence between README (read-only) and the SKILL.md/tool list (read+write) is inconsistent and could mislead an integrator about the true capability.
Instruction Scope
Runtime instructions constrain behavior to calling documented MCP tools and require explicit confirmation before any mutation — which is good — but the docs rely on the agent correctly enforcing those confirmation gates. The SKILL.md instructs calling many write operations (place/amend/cancel/modify/close). There are no instructions to read or send local files or env vars, and no unexpected external endpoints are introduced, but the conflicting claim of 'read-only' in README vs explicit mutation flows in SKILL.md increases the risk of accidental write operations if implementers assume read-only.
Install Mechanism
Instruction-only skill with no install spec and no code files; nothing is written to disk and no external packages are fetched. Low install risk.
Credentials
The skill declares in SKILL.md that an API key and TradFi:Write permissions are required and points users to Gate's API key management. The registry metadata lists no required env vars/credentials — which is explainable because authentication is handled by the MCP server, but it's a mismatch worth noting. Ensure the MCP stores and scopes the API key correctly (only the permissions you intend).
Persistence & Privilege
always:false (not force-enabled) and disable-model-invocation:false (agent may call skill autonomously). SKILL.md mandates explicit confirmation before mutations, but autonomous invocation combined with mutation-capable tools raises risk if the agent's confirmation enforcement is not implemented or can be bypassed. This is a procedural risk rather than a technical install risk.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install gate-exchange-tradfi
  3. After installation, invoke the skill by name or use /gate-exchange-tradfi
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.2
- Clarified MCP execution workflow by requiring all MCP call procedures to follow the new references/mcp.md guidelines. - Added references/mcp.md as the authoritative source for MCP mode, query/mutation separation, confirmation gates, and post-action verification. - Updated the SKILL.md description and structure for clarity and consolidation, with routing/domain constraints remaining in SKILL.md. - No tool or interface changes introduced—operational workflow now references the new mcp.md file.
v1.0.1
- Major update: Adds full trading features; now supports not just data queries, but also order placement and position management. - New write operations: Place order, amend order, cancel order, modify position, and close position capabilities added. - Sub-module and routing expansion: New references added for trading actions; routing and triggers updated to cover both trading and query flows. - Security and runtime updates: Explicit call-outs for runtime rules, API key/auth requirements, and strict MCP tool limitations. - Documentation improved: Individual trading/query modules documented in detail, with new per-action reference files. - Backwards compatible with previous read-only query functions; trading actions respect all new safety and tool-use rules.
v1.0.0
Initial release of the Gate TradFi (traditional finance) read-only query skill. - Supports querying TradFi orders, order history, positions, market data (categories, symbols, ticker, kline), user assets, and MT5 account info via Gate MCP tools. - Only uses cex_tradfi-prefixed MCP tools; strictly read-only, no order placement or fund transfers. - Clear routing based on user intent with fallback clarification if input is ambiguous. - Error handling for empty results, tool failures, and permission issues. - Standardized, concise report templates for all query types.
Metadata
Slug gate-exchange-tradfi
Version 1.0.2
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 3
Frequently Asked Questions

What is Gate Exchange TradFi Query Skill?

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 '... It is an AI Agent Skill for Claude Code / OpenClaw, with 291 downloads so far.

How do I install Gate Exchange TradFi Query Skill?

Run "/install gate-exchange-tradfi" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Gate Exchange TradFi Query Skill free?

Yes, Gate Exchange TradFi Query Skill is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Gate Exchange TradFi Query Skill support?

Gate Exchange TradFi Query Skill is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Gate Exchange TradFi Query Skill?

It is built and maintained by Gate (@gate-exchange); the current version is v1.0.2.

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