Gate Exchange Subaccount

Gate Exchange Sub-Account Skill

Provide sub-account management capabilities on Gate, including querying sub-account status, listing all sub-accounts, creating new sub-accounts, and locking/unlocking sub-accounts.

Prerequisites

• MCP Dependency: Requires gate-mcp to be installed.
• Authentication: All sub-account operations require API key authentication with main-account privileges.
• Permission: The current user must be a main account holder to manage sub-accounts.

Available MCP Tools

Workflow

Step 1: Identify User Intent

Parse the user's message to determine which sub-account operation they need.

Key data to extract:

• intent: One of query_status, list_all, create, lock, unlock
• user_id: Sub-account UID (required for query_status, lock, unlock)
• login_name: Desired username (for create, may need to ask user)

Intent detection rules:

Step 2: Execute by Intent

Case A: Query Sub-Account Status (query_status)

Call cex_sa_get_sa with:

• user_id: The sub-account UID provided by the user

Key data to extract:

• login_name: Sub-account username
• remark: Sub-account remark/note
• state: Account state (normal / locked)
• type: Account type (normal / pool)
• create_time: Account creation timestamp

Present the sub-account details in a structured format.

Case B: List All Sub-Accounts (list_all)

Call cex_sa_list_sas with:

• type: "0" (normal sub-accounts only)

Key data to extract:

• For each sub-account: user_id, login_name, remark, state, create_time

Present results as a table with username, UID, remark (if any), and current status.

Case C: Create Sub-Account (create)

Pre-check: Call cex_sa_list_sas with type: "0" to get the current list of normal sub-accounts. Check if the user can still create more sub-accounts based on the returned count.

If creation is available:

1. Ask the user to provide a login name for the new sub-account
2. Optionally collect: email, remark
3. Confirm all details with the user before proceeding
4. Call cex_sa_create_sa with:
   • login_name: User-provided login name (required)
   • email: User-provided email (optional)
   • remark: User-provided remark (optional)
5. Present the newly created sub-account details

Key data to extract:

• user_id: Newly created sub-account UID
• login_name: Confirmed username
• state: Should be "normal"

Important: Only normal sub-accounts can be created through this skill.

Case D: Lock Sub-Account (lock)

1. Validate that user_id is provided; if not, ask the user
2. Call cex_sa_get_sa with user_id to verify the sub-account exists and belongs to the main account
3. If the sub-account is already locked, inform the user and stop
4. Confirm with the user: "Are you sure you want to lock sub-account {user_id} ({login_name})? This will disable login and trading for this sub-account."
5. On confirmation, call cex_sa_lock_sa with:
   • user_id: The sub-account UID
6. Report the result

Key data to extract:

• Lock operation success/failure status

Case E: Unlock Sub-Account (unlock)

1. Validate that user_id is provided; if not, ask the user
2. Call cex_sa_get_sa with user_id to verify the sub-account exists and is currently locked
3. If the sub-account is already unlocked/normal, inform the user and stop
4. Confirm with the user: "Are you sure you want to unlock sub-account {user_id} ({login_name})?"
5. On confirmation, call cex_sa_unlock_sa with:
   • user_id: The sub-account UID
6. Report the result

Key data to extract:

• Unlock operation success/failure status

Step 3: Format and Respond

Present results using the Report Template below. Always include relevant context and next-step suggestions.

Judgment Logic Summary

Report Template

Query Status Response

Sub-Account Details
---
Username:      {login_name}
UID:           {user_id}
Status:        {state}
Type:          {type}
Remark:        {remark or "N/A"}
Created:       {create_time}

List All Sub-Accounts Response

Your Sub-Accounts
---
| # | Username | UID | Status | Remark |
|---|----------|-----|--------|--------|
| 1 | {login_name} | {user_id} | {state} | {remark or "-"} |
| 2 | ... | ... | ... | ... |

Total: {count} sub-account(s)

Create Sub-Account Response

Sub-Account Created Successfully
---
Username:      {login_name}
UID:           {user_id}
Status:        Normal
Remark:        {remark or "N/A"}

Note: Only normal sub-accounts can be created through this interface.

Lock/Unlock Response

Sub-Account {Action} Successfully
---
Username:      {login_name}
UID:           {user_id}
Previous Status: {previous_state}
Current Status:  {new_state}

Domain Knowledge

• A main account on Gate can create multiple sub-accounts for asset isolation, strategy separation, or team management.
• Sub-accounts share the main account's KYC verification but have independent trading and wallet capabilities.
• Locking a sub-account disables both login and trading; the assets remain safe but inaccessible until unlocked.
• There are two types of sub-accounts: normal (type=0) and pool (type=1). This skill only supports creating normal sub-accounts.
• Sub-account creation requires a unique login name. Email and remark are optional.

Safety Rules

• Write operations (cex_sa_create_sa, cex_sa_lock_sa, cex_sa_unlock_sa): Always require explicit user confirmation before execution. Never auto-execute.
• UID validation: Before lock/unlock, always verify the sub-account exists and belongs to the current main account.
• State check: Before lock/unlock, check current state to avoid redundant operations.
• No sensitive data exposure: Never expose API keys, internal endpoint URLs, or raw error traces.
• Normal sub-accounts only: Creation is restricted to normal sub-accounts (type=0). Do not attempt to create pool sub-accounts.

Error Handling

Prompt Examples & Scenarios

See scenarios.md for full prompt examples and expected behaviors.