Gate Exchange Assets Assistant#

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 ./references/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 ServerStatusGate (main)✅ Required

MCP Tools Used#

Query Operations (Read-only)

• cex_dc_list_dc_accounts
• cex_earn_list_dual_balance
• cex_earn_list_dual_orders
• cex_earn_list_structured_orders
• cex_fx_get_fx_accounts
• cex_margin_list_margin_accounts
• cex_options_list_options_account
• cex_spot_get_spot_accounts
• cex_spot_list_spot_account_book
• cex_tradfi_query_user_assets
• cex_unified_get_unified_accounts
• cex_wallet_get_total_balance

Authentication#

• Credentials Source: Local Gate MCP deployment ( GATE_API_KEY, GATE_API_SECRET)
• API Key Required: Yes
• Permissions: Delivery:Read, Earn:Read, Fx:Read, Margin:Read, Options:Read, Spot:Read, Tradfi:Read, Unified:Read, Wallet:Read
• Never ask the user to paste secrets into chat; rely on the configured MCP session only.
• API Key Provisioning Reference: https://www.gate.com/myaccount/profile/api-key/manage (create or rotate keys outside the chat when the local MCP setup requires them).

Installation Check#

• Required: Gate (main)
• Install: Use the local Gate MCP installation flow for the current host IDE before continuing.
• Continue only after the Gate MCP session is configured with the credentials listed above; do not switch to browser auth or ask the user to paste secrets into chat.

MCP Mode#

Read and strictly follow references/mcp.md, then execute this skill's assets-query workflow.

• SKILL.md keeps intent routing and rendering rules.
• references/mcp.md is the authoritative MCP execution layer for multi-account data collection, normalization, and degraded output handling.

Domain Knowledge#

MCP Tool Mapping (Gate gate-mcp)#

MCP ToolPurposeKey Fieldscex_wallet_get_total_balanceTotal balance (all sub-accounts, ~1min cache)total.amount, details (spot/futures/delivery/finance/quant/meme_box/options/payment/margin/cross_margin)cex_spot_get_spot_accountsSpot balance (filter by currency)currency, available, lockedcex_unified_get_unified_accountsUnified account (single/cross/portfolio margin)balances, unified_account_total, margin_modecex_fx_get_fx_accountsPerpetual (settle=usdt or btc)total, unrealised_pnl, available, point, bonuscex_dc_list_dc_accountsDelivery (settle=usdt)total, unrealised_pnl, availablecex_options_list_options_accountOptionstotal_value, unrealised_pnl, availablecex_margin_list_margin_accountsIsolated margincurrency_pair, mmr, base/quote (available/locked/borrowed/interest)cex_tradfi_query_user_assetsTradFi assetsUSDx balance, margincex_earn_list_dual_balance, cex_earn_list_dual_orders, cex_earn_list_structured_ordersFinanceFlexible savings / Dual currency / Structuredcex_spot_list_spot_account_bookSpot account book / ledgerledger entries

Account Name Mapping (details key → Display)#

API keyDisplayspotSpot account / Trading accountfuturesFutures account (USDT perpetual)deliveryDelivery contract accountoptionsOptions accountfinanceFinance accountquantQuant/bot accountmeme_boxAlpha accountmarginIsolated margin accountcross_marginCross margin accountpaymentPayment account (not in total)

Key Rules#

• Read-only. No trading, transfer, or order placement.
• TradFi / payment: USDx and payment assets are NOT included in CEX total; display separately.
• Unified account: When margin_mode is classic/cross_margin/portfolio, spot may be merged into "trading account". Do NOT use internal terms like "advanced mode", "S1/S2".
• Pair format: Futures use no-slash (BTCUSDT); spot/margin use slash (BTC/USDT).
• Precision: Fiat valuation 2 decimals; dust (<$0.01) show as <$0.01; finance yesterday PnL up to 8 decimals.

Case Routing Map#

I. Total & Overview (Case 1)#

CaseTrigger PhrasesMCP ToolOutput1"How much do I have", "Show my CEX total assets", "Account asset distribution", "Account overview", "Check my balance"cex_wallet_get_total_balance currency=USDTTotal amount, account distribution, coin distribution; TradFi/payment listed separately if any

II. Specific Currency (Case 2)#

CaseTrigger PhrasesMCP ToolOutput2"How many BTC do I have", "How many USDT do I have"Concurrent: cex_spot_get_spot_accounts, cex_unified_get_unified_accounts, cex_fx_get_fx_accounts, cex_dc_list_dc_accounts, cex_margin_list_margin_accounts, cex_earn_list_dual_balance, etc.Total {COIN} held, distribution by account

III. Specific Account + Currency (Case 3)#

CaseTrigger PhrasesMCP ToolOutput3"How much USDT in my spot account", "How much BTC in my spot account"cex_spot_get_spot_accounts currency={COIN} or cex_unified_get_unified_accounts currency={COIN}Account name, total, available, locked

IV. Sub-Account Queries (Case 4–15)#

CaseAccountTrigger PhrasesMCP Tool4Spot"What's in my spot account", "Show my spot account assets"cex_spot_get_spot_accounts or cex_unified_get_unified_accounts5Futures"How much in futures account", "USDT perpetual", "BTC perpetual", "Delivery"cex_fx_get_fx_accounts settle=usdt/btc, cex_dc_list_dc_accounts6Trading (Unified)"How much in trading account", "How much in unified account"cex_unified_get_unified_accounts7Options"How much in options account", "Show my options assets"cex_options_list_options_account or cex_unified_get_unified_accounts8Finance"How much in finance account", "Show my finance account assets"cex_earn_list_dual_balance, cex_earn_list_dual_orders, cex_earn_list_structured_orders9Alpha"How much in Alpha account", "Show my Alpha assets"cex_wallet_get_total_balance details.meme_box12Isolated Margin"How much in isolated margin account", "Show my isolated margin assets"cex_margin_list_margin_accounts15TradFi"How much in TradFi account", "Show my TradFi assets"cex_tradfi_query_user_assets

V. Account Book (Legacy 5–7)#

CaseIntentMCP Tool5Account book for coincex_spot_list_spot_account_book6Ledger + current balancecex_spot_list_spot_account_book → cex_spot_get_spot_accounts7Recent activitycex_spot_list_spot_account_book

Special Scenario Handling#

ScenarioHandlingTotal < 10 USDTShow small-asset tip; recommend [Deposit] or [Dust conversion]Unified account migration"Your account is upgrading to unified account, asset data may be incomplete, please retry in 5 minutes"Dust (>10 dust coins)"${total_val} dust across {N} currencies" → [Dust conversion]API timeout/error"Data fetch error, please retry later" → [Refresh]Account/coin balance = 0Do NOT show "your xx account is 0"; skip that itemUSDT + TradFiShow TradFi (USDx) separately; "TradFi in USDx, 1:1 with USDT, not in CEX total"GTETH / voucher tokensExplain: On-chain earn voucher, cannot withdraw to chainST tokenRisk warning, suggest checking official announcementsDelisted tokenExplain delisting, suggest withdrawalUnified account, user asks "spot"Inform spot merged into trading account; show trading account balance

Output Templates#

Case 1 – Total Balance:

text

Your total CEX asset valuation ≈ ${total.amount} USDT
🕒 Updated: {time} (UTC+8)
💰 Account distribution: details keys (spot/futures/delivery etc.) amount, show only amount > 0

Case 2 – Specific Currency:

text

You hold {total_qty} {COIN} (≈ ${total_val} USDT)
🕒 Updated: {time} (UTC+8)
💰 Asset distribution: {account}: {qty} {COIN}, ≈ ${val} ({pct}%)

Case 15 – TradFi:

text

Your TradFi account details:
Net value: {net_value} USDx | Balance: {balance} USDx | Unrealised PnL: {unrealised_pnl} USDx
Margin: {margin} USDx | Available margin: {available_margin} USDx | Margin ratio: {ratio}% (max 999+%)
⚠ TradFi account in USDx, 1:1 with USDT, not in CEX total valuation.

Acceptance Test Queries (Validation)#

ScenarioQueryTotal balance – normalHow much do I have?Total balance – overviewShow my CEX total assetsTotal balance – small (<10U)My account asset distributionSpecific currency – normalHow many BTC do I have?Specific currency – zeroHow much DOGE do I have?Specific account+currencyHow much USDT in my spot account?Spot accountWhat's in my spot account?Futures – with assetsHow much in futures accountFutures – USDT+BTC perpetualShow my perpetual contract assetsFutures – no assetsShow my USDT perpetual assetsTrading accountHow much in trading accountOptionsShow my options assetsAlphaHow much in Alpha accountIsolated marginShow my isolated margin assetsTradFiHow much in TradFi account

Cross-Skill Workflows#

• Before trading: User asks "Can I buy 100U BTC?" → This skill: cex_spot_get_spot_accounts currency=USDT → Route to gate-exchange-spot if sufficient.
• After transfer: Route to this skill for updated balance when user asks.
• Transfer card: When futures/options = 0, recommend [Transfer] and trigger transfer skill.

Safety Rules#

• Read-only only. Never call create_order, cancel_order, create_transfer, or any write operation.
• If user intent includes trading, transfer, or order placement → route to appropriate skill.
• Always clarify currency and scope (spot vs all wallets) when ambiguous.

For detailed scenario templates and edge cases, see references/scenarios.md.