Gate Exchange Options

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).

Read and follow exchange-runtime-rules.md first.

Gate Options Trading

This skill is the single entry for Gate options. It supports five operation types: place order (market/limit), place order (mark IV), close/reduce position, cancel open orders, amend open orders. User intent is routed to the matching workflow.

Case coverage (5 cases)

Module overview

Routing rules

Tool mapping

All options tools use the cex_options_ prefix. See gate-mcp tools.

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: Options:Write (and reads as required for quotes/positions); use least privilege consistent with this skill.
• Portal: create or rotate keys outside the chat: https://www.gate.com/myaccount/profile/api-key/manage

Installation Check

• Required: gate-cli (install from gate-cli releases or via a Gate MCP / skills installer for your environment).
• Add the directory containing gate-cli to PATH when invoking by name.
• Credentials: When GATE_API_KEY and GATE_API_SECRET are both set (non-empty) for the host, do not require gate-cli config init. 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 or mutating calls until the CLI works as expected (e.g. gate-cli cex options market tickers or gate-cli --version); confirm credentials resolve before orders.

Execution workflow

1. Intent and parameters

• Determine module (Place / Close / Cancel / Amend).
• Extract: underlying, expiration, strike, call/put → resolve to exact contract name. Contract format is {underlying}-{expiration}-{strike}-{C|P} (e.g. BTC_USDT-20210916-50000-C). Use list_options_contracts or get_options_contract.
• Missing: if required params missing (e.g. strike or expiration), ask user (clarify mode).

2. Unit conversion (place order only)

When the user does not specify size in contracts, convert to contracts before placing the order.

• Base notional → contracts: contracts = base_amount / multiplier. Multiplier = face value of one contract in underlying units (from get_options_contract).
• Quote (USDT) → contracts: contracts = usdt_amount / price_per_contract. For "half of account", use list_options_account then half of available balance.
• Default: When user says "X BTC" or "X ETH" without "contract(s)", treat as base notional and convert. Use explicit "X contracts" for contract count.
• Precision: Floor to integer; must satisfy order_size_min from get_options_contract. If result < order_size_min, inform user.

3. Pre-flight checks

• Contract: call get_options_contract (or resolve via list_options_contracts) to ensure contract exists.
• Account: for buy, check balance (and for quote-based size, check price_per_contract from order book/ticker).
• Close/reduce: verify position exists and close size does not exceed position. Full close: close: true, size: 0; partial: reduce_only: true and size (negative for long, positive for short).
• Disambiguation: If "one week" or "3 days" matches multiple expirations, pick nearest or list and ask. If "strike at current price", use underlying index price and pick nearest strike.

4. Confirmation

• Place order: show final order summary (contract, side, size in contracts, price or market, strike, expiration, call/put). Optionally show equivalent base notional or USDT when size was converted. "Reply 'confirm' to place the order." Only after user confirms, call create_options_order.
• Close / cancel / amend: show scope and ask for confirmation before executing.

5. Call tools and output

• Call tools in the order specified in the reference.
• Output using the response template for that case.

Report template

After each operation, output a short standardized result (see Response templates below).

Response templates

Use the English templates below for standardized output.

Place order (Case 1 & 2)

Order submitted! You have placed a {buy/sell} order on {underlying} at {market/limit price / mark IV}, strike {xxx}, expiration {xxx}, option type {call/put}, size {xxx} contracts.

When size was converted from base notional or USDT, optionally add e.g. " (equiv. 1 BTC notional)" or " (equiv. xxx USDT)".

Close/reduce position (Case 3)

Close order submitted! As requested, you have closed {size} of your {long/short} position on {underlying} at {market/limit price}.

Cancel orders (Case 4)

Tools:

• Cancel all open option orders (one-click / all underlyings): gate-cli cex options order cancel-all with no params.
• Cancel a single order: gate-cli cex options order cancel.
• List open orders (to find order_id / confirm scope): gate-cli cex options order list.

Cancel successful! Your {specified/all} open order(s) have been cancelled. A total of {N} order(s) were cancelled, releasing {xxx} USDT margin.

Amend order (Case 5)

Amend confirmed! Your open order on {underlying} has been updated: price is now {new price}, size is now {new size}. Waiting for fill.

Safety rules

Confirmation

• Place order: show final order summary (contract, side, size in contracts, price/market, strike, expiration, call/put), then ask for confirmation before create_options_order. Example: "Reply 'confirm' to place the order."
• Close / cancel / amend (including single-order cancel): show exact scope (contract/order_id, side, size/price where applicable) and ask for confirmation before executing any action that creates/amends/cancels orders.

Errors

Other

• Resolve underlying, expiration, strike, call/put to a single contract before create/cancel/amend.
• Mark IV orders: use backend IV-to-price conversion when available; otherwise clarify with user.
• Precision: Respect order_size_min and order_price_round from get_options_contract; round price to order_price_round.