How do I install the Okx Cex Bot skill?

Run npx skillmds@latest add jiayaoqijia/okx-cex-bot in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

What does the Okx Cex Bot skill do?

Manage Grid bots (spot/contract/coin-margined) and DCA Martingale bots (Spot DCA 现货马丁 / Contract DCA 合约马丁) on OKX. Covers create, stop, amend, monitor P&L, TP/SL, margin/investment adjustment, and AI-recommended parameters. Requires API credentials. Not for regular orders (okx-cex-trade), market data (okx-cex-market), or account info (okx-cex-portfolio). It is listed under Integrations & APIs on SkillMD.

Is Okx Cex Bot safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Okx Cex Bot?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Okx Cex Bot free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under MIT.

Who published Okx Cex Bot?

jiayaoqijia (@jiayaoqijia) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Okx Cex Bot by jiayaoqijia — Agent Skill

Name: Okx Cex Bot
Author: jiayaoqijia

OKX CEX Bot Trading

Grid and DCA (Spot & Contract Martingale) bot management on OKX. All bots are native OKX server-side — they run on OKX and do not require a local process.

Preflight

Before running any command, follow ../_shared/preflight.md. Use metadata.version from this file's frontmatter as the reference for Step 2.

Prerequisites

npm install -g @okx_ai/okx-trade-cli
okx config init   # select site -> follow browser OAuth flow

Security: NEVER accept credentials in chat. Guide users to okx config init for setup.

Credential & Profile Check

Run before every authenticated command. The auth method is detected during preflight Step 2 and remembered for the session.

Step A — Verify credentials

Run both commands — the apiKey field from okx auth status --json is the auth-binary's internal state and is always false regardless of whether ~/.okx/config.toml has an API-key profile. okx config show --json is the only authoritative source for API-key presence.

okx config show --json      # reveals API-key profiles (TOML config)
okx auth status --json      # reveals OAuth session state (auth-binary state)

Apply in this order — first match wins:

config show --json has any profile with a non-empty api_key field → API Key mode. Proceed to Step B.
No API-key profile AND auth status --json returns "status":"logged_in" → OAuth mode. Proceed to Step B.
No API-key profile AND "status":"pending" — login is in progress, wait for it to complete.
No API-key profile AND "status":"not_logged_in" — stop, load okx-cex-auth skill and follow login steps, wait for completion.

Step B — Confirm trading mode

Resolution:

User intent is clear ("real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user
No explicit declaration → check conversation context for previous choice → reuse if found
Nothing found → ask: "Live (实盘) or Demo (模拟盘)?" — wait before proceeding

How to apply the mode depends on auth method (detected in Step A):

Auth method	Live (实盘)	Demo (模拟盘)
API Key	`--profile <live-profile>`	`--profile <demo-profile>`
OAuth	(no flag needed, live is default)	`--demo`

API Key users: run okx config show --json to discover available profile names and their demo settings.
OAuth users: omit flags for live; add --demo for simulated trading.

After every command: append [mode: live] or [mode: demo]

Handling 401 Errors

Authentication error (error contains "401", "Session expired", or "Run okx auth login first"):

Stop immediately
Load okx-cex-auth skill and follow re-authentication steps
Retry original command

Skill Routing

Need	Skill
Market data, prices, depth	`okx-cex-market`
Account balance, positions, fees	`okx-cex-portfolio`
Regular spot/swap/futures orders	`okx-cex-trade`
Grid / DCA bots	`okx-cex-bot` (this skill)

Command Index

Grid Bot

Command	Type	Description
`okx bot grid create`	WRITE	Create a grid bot (spot or contract)
`okx bot grid amend`	WRITE	Amend price range, grid count, or TP/SL of a running grid bot
`okx bot grid stop`	WRITE	Stop a grid bot
`okx bot grid positions`	READ	Query open contract-grid positions (liquidation price, margin ratio, unrealized PnL)
`okx bot grid liquidate-price`	READ	Estimate liquidation price for a contract-grid bot
`okx bot grid close-position`	WRITE	Close remaining position after bot stopped with stopType=2
`okx bot grid orders`	READ	List active or history grid bots
`okx bot grid details`	READ	Grid bot details + PnL
`okx bot grid sub-orders`	READ	Individual grid fills or pending orders

DCA Bot (Spot & Contract)

Command	Type	Description
`okx bot dca create`	WRITE	Create a DCA (Martingale) bot (spot or contract)
`okx bot dca stop`	WRITE	Stop a DCA bot (spot or contract)
`okx bot dca orders`	READ	List active or history DCA bots (default: contract_dca)
`okx bot dca details`	READ	DCA bot details + PnL
`okx bot dca sub-orders`	READ	DCA cycles and orders within a cycle

Operation Flow

Step 1 — Identify bot type and action

Parse user request → determine module (Grid / DCA) and action (create / stop / list / details).

Step 2 — Execute

READ commands (orders, details, sub-orders): run immediately after profile confirmation.

WRITE commands (create, amend, stop): confirm key parameters with user once before executing.

Step 3 — Verify after writes

After create → run the corresponding orders command to confirm active
After amend → run bot grid details to confirm updated config
After stop → run orders --history to confirm stopped

Key Rules

Never auto-transfer funds. If balance is insufficient for bot creation, report the shortfall (current available vs required) and ask the user how to proceed: (1) transfer funds manually, (2) reduce size, or (3) cancel.
algoId is the bot's algo order ID (from create or list output). It is NOT a normal ordId. Never fabricate — always obtain from a prior command.
algoOrdType for grid must match the bot's actual type. Always use the value from bot grid orders — do not infer from user description alone. Mismatch causes error 50016.
When operating on existing bots, always list first to get correct IDs, unless the user provides them explicitly.
TP/SL constraints: tpTriggerPx/tpRatio and slTriggerPx/slRatio are mutually exclusive pairs.

CLI Command Reference

Grid Bot — Create

okx bot grid create --instId <id> --algoOrdType <type> \
  --maxPx <px> --minPx <px> --gridNum <n> \
  [--runType <1|2>] \
  [--quoteSz <n>] [--baseSz <n>] \
  [--direction <long|short|neutral>] [--lever <n>] [--sz <n>] \
  [--basePos] [--no-basePos] \
  [--tpTriggerPx <px>] [--slTriggerPx <px>] [--tpRatio <ratio>] [--slRatio <ratio>] \
  [--algoClOrdId <id>] [--json]

Param	Required	Default	Description
`--instId`	Yes	-	Instrument (e.g., `BTC-USDT` for spot, `BTC-USDT-SWAP` for USDT-M contract, `BTC-USD-SWAP` for coin-M contract)
`--algoOrdType`	Yes	-	`grid` (spot grid) or `contract_grid` (contract grid, including coin-margined)
`--maxPx`	Yes	-	Upper price boundary
`--minPx`	Yes	-	Lower price boundary
`--gridNum`	Yes	-	Grid levels (2–100)
`--runType`	No	`1`	`1`=arithmetic spacing, `2`=geometric spacing
`--quoteSz`	Cond.	-	USDT investment — spot grid only (provide `quoteSz` or `baseSz`)
`--baseSz`	Cond.	-	Base currency investment — spot grid only
`--direction`	Cond.	-	`long`, `short`, or `neutral` — required for contract grid
`--lever`	Cond.	-	Leverage (e.g., `5`) — contract grid only
`--sz`	Cond.	-	Investment margin in USDT (USDT-M) or coin (coin-M) — contract grid only
`--basePos` / `--no-basePos`	No	`true`	Open a base position at creation — contract grid only (ignored for neutral). Use `--no-basePos` to disable
`--tpTriggerPx`	No	-	Take-profit trigger price (mutually exclusive with `--tpRatio`)
`--slTriggerPx`	No	-	Stop-loss trigger price (mutually exclusive with `--slRatio`)
`--tpRatio`	No	-	Take-profit ratio — contract grid only (mutually exclusive with `--tpTriggerPx`)
`--slRatio`	No	-	Stop-loss ratio — contract grid only (mutually exclusive with `--slTriggerPx`)
`--algoClOrdId`	No	-	Client-defined algo order ID (1-32 alphanumeric). Unique per user, enables idempotent creation

Grid Bot — Amend

okx bot grid amend --algoId <id> \
  [--maxPx <px> --minPx <px> --gridNum <n>] \
  [--instId <id>] \
  [--tpTriggerPx <px>] [--slTriggerPx <px>] \
  [--tpRatio <ratio>] [--slRatio <ratio>] \
  [--topUpAmt <n>] [--json]

Supports two modes that can be combined in one call:

Price-range mode — triggered when --maxPx is provided:

Param	Required	Description
`--algoId`	Yes	Grid bot algo order ID
`--maxPx`	Yes	New upper price boundary
`--minPx`	Yes (with maxPx)	New lower price boundary
`--gridNum`	Yes (with maxPx)	New grid count (integer)
`--topUpAmt`	No	Extra margin to add (contract grid only; omit to auto-use minimum required)

TP/SL mode — triggered when at least one TP/SL param is provided; --instId is also required:

Param	Required	Description
`--instId`	Yes	Instrument ID (e.g., `BTC-USDT`)
`--tpTriggerPx`	No	Take-profit trigger price (absolute). Pass `-1` to clear
`--slTriggerPx`	No	Stop-loss trigger price (absolute). Pass `-1` to clear
`--tpRatio`	No	Take-profit ratio (e.g., `0.1` = 10%). Contract grid only. Pass `-1` to clear
`--slRatio`	No	Stop-loss ratio (e.g., `0.1` = 10%). Contract grid only. Pass `-1` to clear
`--topUpAmt`	No	Extra margin to add (contract grid only)

Note: tpTriggerPx/tpRatio are mutually exclusive. Same for slTriggerPx/slRatio.

Grid Bot — Stop

okx bot grid stop --algoId <id> --algoOrdType <type> --instId <id> \
  [--stopType <1|2>] [--json]

--algoId and --algoOrdType must come from bot grid orders output. The algoOrdType must match the bot's actual type — do not guess.

Workflow:

Run bot grid details --algoId <id> --algoOrdType <type> and check the state field.
If state=running: call stop with --stopType 1 (default, clean exit) or --stopType 2 (keep assets).
If state=no_close_position (user previously stopped with stopType=2): call stop again with --stopType 1 to close the remaining open position.

`--stopType`	Spot grid	Contract grid
`1` (default)	Sells all base assets back to quote	Market-closes all open positions
`2`	Keeps base assets as-is	Cancels grid orders, leaves position open

Grid Bot — Positions

okx bot grid positions --algoId <id> --algoOrdType contract_grid [--json]

Returns open contract-grid positions: liquidation price (liqPx), margin ratio (mgnRatio), and unrealized PnL (upl). Only applicable to contract_grid bots.

Grid Bot — Liquidation Price

okx bot grid liquidate-price --instId <id> --sz <margin> --lever <leverage> \
  --maxPx <px> --minPx <px> --gridNum <n> --direction <long|short|neutral> \
  [--runType <1|2>] [--triggerStrategy <instant|price|rsi|webhook>] [--json]

Estimates the liquidation price for a contract-grid bot. Use before creating a bot to assess liquidation risk. The estimate needs the full intended config — the backend requires instId, sz, lever, the grid range (maxPx/minPx/gridNum) and direction (use neutral for a neutral bot); omitting any of them fails fast with the list of what's missing. runType defaults to 1 (arithmetic; 2=geometric) and triggerStrategy is optional.

Grid Bot — Close Position

okx bot grid close-position --algoId <id> (--mktClose | --no-mktClose) [--sz <size>] [--px <price>] [--json]

Closes the remaining open position of a contract-grid bot that was stopped with stopType='2'. The close mode is required (no default, because it moves funds): pass --mktClose for a market close (immediate), or --no-mktClose --sz <size> --px <price> for a limit close order. Omitting both is rejected.

Grid Bot — List Orders

okx bot grid orders --algoOrdType <type> [--instId <id>] [--algoId <id>] [--history] [--json]

Param	Required	Default	Description
`--algoOrdType`	Yes	-	`grid` (spot), `contract_grid` (contract), or `moon_grid` (moon)
`--instId`	No	-	Filter by instrument
`--algoId`	No	-	Filter by algo order ID. NOT a normal trade order ID
`--history`	No	false	Show completed/stopped bots instead of active

Grid Bot — Details

okx bot grid details --algoOrdType <type> --algoId <id> [--json]

Returns: bot config, current PnL (pnlRatio), grid range, number of grids, state, position info.

Grid Bot — Sub-Orders

okx bot grid sub-orders --algoOrdType <type> --algoId <id> [--pending] [--groupId <id>] [--after <id>] [--before <id>] [--limit <n>] [--json]

Flag	Effect
(default)	Filled sub-orders (executed grid trades)
`--pending`	Pending grid orders currently on the book. (Works in demo mode. `--live` is a deprecated alias and cannot be combined with `--demo`.)
`--groupId`	Filter to one buy-sell pair (shared groupId)
`--after`	Pagination cursor — records older than this id
`--before`	Pagination cursor — records newer than this id
`--limit`	Max records to return (default 100)

DCA Bot — Create (Spot & Contract)

okx bot dca create --algoOrdType <spot_dca|contract_dca> --instId <id> --direction <long|short> \
  --initOrdAmt <n> --maxSafetyOrds <n> --tpPct <ratio> \
  [--lever <n>] [--safetyOrdAmt <n>] [--pxSteps <ratio>] [--pxStepsMult <mult>] [--volMult <mult>] \
  [--slPct <ratio>] [--slMode <limit|market>] [--allowReinvest] \
  [--triggerStrategy <instant|price|rsi>] [--triggerPx <price>] \
  [--triggerCond <cross_up|cross_down>] [--thold <threshold>] [--timeframe <timeframe>] [--timePeriod <period>] \
  [--algoClOrdId <id>] [--reserveFunds <true|false>] [--tradeQuoteCcy <ccy>] [--json]

Param	Required	Default	Description
`--algoOrdType`	Yes	-	`spot_dca` (Spot DCA) or `contract_dca` (Contract DCA)
`--instId`	Yes	-	Instrument (e.g., `BTC-USDT` for spot, `BTC-USDT-SWAP` for contract)
`--lever`	Cond.	-	Leverage multiplier (e.g., `3`). Required for `contract_dca`
`--direction`	Yes	-	`long` or `short`. `spot_dca` must be `long`
`--initOrdAmt`	Yes	-	Initial order amount (quote currency)
`--maxSafetyOrds`	Yes	-	Max safety orders, integer [0, 100] (e.g., `3`; `0` = no DCA)
`--safetyOrdAmt`	Cond.	-	Safety order amount (quote currency). Required when `maxSafetyOrds > 0`
`--pxSteps`	Cond.	-	Initial price deviation [0.001, 0.5], e.g., `0.03` = 3%. Required when `maxSafetyOrds > 0`
`--pxStepsMult`	Cond.	`1`	Price step multiplier (e.g., `1.2`). Required when `maxSafetyOrds > 0`
`--volMult`	Cond.	`1`	Safety order size multiplier (e.g., `1.5`). Required when `maxSafetyOrds > 0`
`--tpPct`	Yes	-	Take-profit ratio: long [0.001, 10], short [0.001, 0.9999] (e.g., `0.03` = 3%)
`--slPct`	No	-	Stop-loss ratio, must exceed MPD (e.g., `0.05` = 5%). Must be used with `--slMode`
`--slMode`	No	`market`	Stop-loss type: `limit` or `market`. Must be used with `--slPct`
`--allowReinvest`	No	`true`	Reinvest profit into the next DCA cycle
`--triggerStrategy`	No	`instant`	contract_dca: `instant`, `price`, `rsi`; spot_dca: `instant`, `rsi`
`--triggerPx`	No	-	Trigger price — required when `triggerStrategy=price` (contract_dca only)
`--triggerCond`	No	-	`cross_up` or `cross_down` — required when `triggerStrategy=rsi`, optional when `triggerStrategy=price`
`--thold`	No	-	RSI threshold (e.g. `30`) — required when `triggerStrategy=rsi`
`--timeframe`	No	-	RSI timeframe (e.g. `15m`) — required when `triggerStrategy=rsi`
`--timePeriod`	No	`14`	RSI period — optional when `triggerStrategy=rsi`
`--algoClOrdId`	No	-	Client-defined strategy order ID (1-32 alphanumeric)
`--reserveFunds`	No	`true`	`true` or `false` — whether to reserve funds
`--tradeQuoteCcy`	No	-	Trade quote currency

Conditional required logic:

Always required: --algoOrdType, --instId, --direction, --initOrdAmt, --maxSafetyOrds, --tpPct
When algoOrdType=contract_dca: also required --lever
When maxSafetyOrds > 0: also required --safetyOrdAmt, --pxSteps, --pxStepsMult, --volMult
--slPct and --slMode must be both set or both omitted

DCA Bot — Stop

okx bot dca stop --algoOrdType <spot_dca|contract_dca> --algoId <id> [--stopType <1|2>] [--json]

Workflow:

Run bot dca details --algoId <id> --algoOrdType <type> and check the state field.
If state=running: call stop (with --stopType for spot_dca).
If state=no_close_position (user previously stopped with stopType=2): call stop again with --stopType 1 to close the remaining open position.

Param	Required	Default	Description
`--algoOrdType`	Yes	-	`spot_dca` or `contract_dca`
`--algoId`	Yes	-	DCA bot algo order ID (from create or list output). NOT a normal trade order ID
`--stopType`	Cond.	`1`	`spot_dca` required: `1`=sell all tokens, `2`=keep tokens. `contract_dca`: `1`=close position (default), `2`=keep position open

DCA Bot — List Orders

okx bot dca orders [--algoOrdType <spot_dca|contract_dca>] [--algoId <id>] [--instId <id>] [--history] [--json]

Param	Required	Default	Description
`--algoOrdType`	No	`contract_dca`	Filter by strategy type
`--algoId`	No	-	Filter by DCA bot algo order ID
`--instId`	No	-	Filter by instrument
`--history`	No	false	Show completed/stopped bots instead of active

DCA Bot — Details

okx bot dca details --algoOrdType <spot_dca|contract_dca> --algoId <id> [--json]

Returns: avgPx, upl, liqPx, sz, tpPx, slPx, initPx, fundingFee, fee, fillSafetyOrds, algoClOrdId, baseSz, quoteSz, tradeQuoteCcy.

DCA Bot — Sub-Orders

okx bot dca sub-orders --algoOrdType <spot_dca|contract_dca> --algoId <id> [--cycleId <id>] [--json]

Flag / Param	Effect
(default)	List all cycles
`--cycleId <id>`	Show orders within a specific cycle

Quickstart

# Spot grid: BTC $90k–$100k, 10 grids, 1000 USDT
okx bot grid create --instId BTC-USDT --algoOrdType grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000

# Contract grid: BTC perp, neutral, 5x, 100 USDT margin
okx bot grid create --instId BTC-USDT-SWAP --algoOrdType contract_grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 \
  --direction neutral --lever 5 --sz 100

# Coin-margined contract grid: BTC inverse perp
okx bot grid create --instId BTC-USD-SWAP --algoOrdType contract_grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 \
  --direction long --lever 5 --sz 0.01

# Contract DCA bot: BTC perp, long, 3x, 3% TP
okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP --lever 3 --direction long \
  --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
  --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03

# Spot DCA bot: BTC spot, long, 5% TP
okx bot dca create --algoOrdType spot_dca --instId BTC-USDT --direction long \
  --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
  --pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05

# Amend grid price range
okx bot grid amend --algoId 3486105572796182528 --maxPx 102000 --minPx 88000 --gridNum 14

# Amend grid TP/SL
okx bot grid amend --algoId 3486105572796182528 --instId BTC-USDT --tpTriggerPx 110000 --slTriggerPx 80000

# Amend both in one call (combined mode)
okx bot grid amend --algoId 3486105572796182528 \
  --maxPx 102000 --minPx 88000 --gridNum 14 \
  --instId BTC-USDT --tpTriggerPx 110000 --slTriggerPx 80000

# Clear TP/SL (use =-1 syntax for negative values)
okx bot grid amend --algoId 3486105572796182528 --instId BTC-USDT --tpTriggerPx=-1 --slTriggerPx=-1

# List all active bots
okx bot grid orders --algoOrdType grid
okx bot grid orders --algoOrdType contract_grid
okx bot dca orders --algoOrdType contract_dca
okx bot dca orders --algoOrdType spot_dca

Cross-Skill Workflows

Spot Grid Bot

User: "Start a BTC grid bot between $90k and $100k with 10 grids, invest 1000 USDT"

1. okx-cex-market    okx market ticker BTC-USDT                     → confirm price is in range
2. okx-cex-portfolio okx account balance USDT                       → confirm available funds
        ↓ user approves
3. okx-cex-bot       okx bot grid create --instId BTC-USDT --algoOrdType grid \
                       --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000
4. okx-cex-bot       okx bot grid orders --algoOrdType grid          → confirm bot is active
5. okx-cex-bot       okx bot grid details --algoOrdType grid --algoId <id> → monitor PnL

Contract DCA Bot

User: "Start a long DCA bot on BTC perp, 3x leverage, $200 initial, 3% TP"

1. okx-cex-market    okx market ticker BTC-USDT-SWAP                → confirm current price
2. okx-cex-portfolio okx account balance USDT                       → confirm margin
        ↓ user approves
3. okx-cex-bot       okx bot dca create --algoOrdType contract_dca --instId BTC-USDT-SWAP \
                       --lever 3 --direction long \
                       --initOrdAmt 200 --safetyOrdAmt 100 --maxSafetyOrds 3 \
                       --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03
4. okx-cex-bot       okx bot dca orders --algoOrdType contract_dca   → confirm active
5. okx-cex-bot       okx bot dca details --algoOrdType contract_dca --algoId <id> → monitor PnL

Spot DCA Bot

User: "帮我在现货上 DCA BTC，首单 100 USDT，5% 止盈"

1. okx-cex-market    okx market ticker BTC-USDT                     → confirm current price
2. okx-cex-portfolio okx account balance USDT                       → confirm funds
        ↓ user approves
3. okx-cex-bot       okx bot dca create --algoOrdType spot_dca --instId BTC-USDT \
                       --direction long \
                       --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
                       --pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 --tpPct 0.05
4. okx-cex-bot       okx bot dca orders --algoOrdType spot_dca       → confirm active

Edge Cases

Grid Bot

Price out of range: --minPx must be < current price < --maxPx; check with okx-cex-market first
Insufficient balance: check okx-cex-portfolio → account balance before creating. If insufficient, do NOT auto-transfer — report the shortfall and ask the user for instructions
Contract grid direction: long (buys more at lower prices), short (sells at higher), neutral (both). Direction is required for contract grid
Contract grid basePos: defaults to true — long/short grids automatically open a base position at creation. Neutral direction ignores this. Pass --no-basePos to disable
Contract grid --sz: investment margin in USDT (USDT-M) or coin (coin-M), not number of contracts
Coin-margined grids: use inverse instruments (e.g., BTC-USD-SWAP). Margin unit is the base coin (BTC), not USDT
Stop type: stopType 1 sells/closes all (default); stopType 2 keeps assets as-is (spot grid) or leaves position open for manual close (contract grid)
TP/SL: tpTriggerPx/tpRatio and slTriggerPx/slRatio are mutually exclusive pairs. Ratio-based TP/SL is contract grid only
Amend — at least one mode required: must provide either price-range params (--maxPx+--minPx+--gridNum) or TP/SL params; providing neither returns a validation error
Amend — combined mode: price-range and TP/SL can be combined in one call (two sequential API requests internally)
Amend — clear TP/SL: pass --tpTriggerPx=-1 or --slTriggerPx=-1 (use = syntax for negative values, not --flag -1)
Amend — contract grid topUpAmt: if new range requires more margin, provide --topUpAmt; omit to auto-use the minimum required
Amend — spot grid topUpAmt: not supported; omit --topUpAmt for spot grids
Already stopped bot: stop returns error — check bot grid orders --history first to confirm state
Insufficient margin (51340): extract required minimum from error, check balance via okx-cex-portfolio, report shortfall to user — do NOT auto-transfer
Demo mode: okx --demo bot grid create ... (OAuth) or okx --profile <demo-profile> bot grid create ... (API Key) — safe for testing, no real funds
algoClOrdId duplicate: if the same algoClOrdId already exists, the API returns error code 51065

DCA Bot

Spot DCA direction: must always be long. If user says "short spot DCA", explain that spot DCA only supports long direction
Spot DCA stopType: always ask user whether to sell all tokens (1) or keep them (2) when stopping
Contract DCA lever: required. If missing, the tool returns a validation error
pxStepsMult: 1.0 = equal spacing; >1.0 = widen gaps between successive safety orders
volMult: 1.0 = equal sizes; >1.0 = increase per safety order (Martingale scaling)
triggerStrategy: instant starts immediately; price waits for trigger price (contract_dca only); rsi waits for RSI condition (both spot_dca and contract_dca)
Already stopped bot: stop returns error — check bot dca orders --history first
Demo mode: okx --demo bot dca create ... (OAuth) or okx --profile <demo-profile> bot dca create ... (API Key) — safe testing, no real funds
INVALID_PRICE_STEPS_MULTIPLIER error: adjust slPct. Recalculate MPD = Σ(pxSteps × pxStepsMult^i) for i = 0..maxSafetyOrds−1, then set slPct > MPD
algoClOrdId duplicate: error code 51065

Communication Guidelines

Grid/DCA: use "bot" not "strategy" (e.g., "grid bot", "DCA bot")
DCA: always say "DCA" or "Martingale" — DCA supports both Spot DCA and Contract DCA
Chinese: Grid = "网格", Spot DCA = "现货马丁", Contract DCA = "合约马丁"
Use natural language for parameters — "What price range?" not "Enter minPx and maxPx"
If the user already provides values, map directly — don't re-ask

Parameter Display Names

{base} and {quote}: extract from instId by splitting on -. E.g., BTC-USDT-SWAP → base=BTC, quote=USDT.

Grid Bot — Spot (`algoOrdType=grid`)

API Field	EN	ZH
`instId`	Trading pair	交易对
`minPx`	Lower price bound	网格下限价格
`maxPx`	Upper price bound	网格上限价格
`gridNum`	Number of grids	网格数量
`quoteSz`	Investment amount ({quote})	投入金额（{quote}）
`baseSz`	Investment amount ({base})	投入金额（{base}）
`runType`	Spacing mode (1=arithmetic, 2=geometric)	网格间距模式（1=等差, 2=等比）
`stopType`	Stop behavior	停止方式

Grid Bot — Contract (`algoOrdType=contract_grid`)

API Field	EN	ZH
`instId`	Trading pair	交易对
`minPx`	Lower price bound	网格下限价格
`maxPx`	Upper price bound	网格上限价格
`gridNum`	Number of grids	网格数量
`sz`	Investment margin (USDT for USDT-M; {base} for coin-M)	投入保证金（USDT-M 为 USDT；币本位为 {base}）
`direction`	Direction (long / short / neutral)	方向（做多 / 做空 / 中性）
`lever`	Leverage	杠杆倍数
`runType`	Spacing mode (1=arithmetic, 2=geometric)	网格间距模式（1=等差, 2=等比）
`basePos`	Open base position	是否开底仓
`stopType`	Stop behavior	停止方式

DCA Bot (Spot & Contract)

API Field	EN	ZH
`algoOrdType`	Strategy type (spot/contract)	策略类型（现货/合约）
`instId`	Trading pair	交易对
`initOrdAmt`	Initial order amount ({quote})	首单金额（{quote}）
`safetyOrdAmt`	Safety order amount ({quote})	补仓金额（{quote}）
`maxSafetyOrds`	Max safety orders	最大补仓次数
`pxSteps`	Price drop per safety order (%)	补仓价格跌幅（%）
`pxStepsMult`	Price step multiplier	补仓跌幅倍数
`volMult`	Safety order size multiplier	补仓金额倍数
`tpPct`	Take-profit ratio (%)	止盈比例（%）
`slPct`	Stop-loss ratio (%)	止损比例（%）
`slMode`	Stop-loss type (limit/market)	止损类型（限价/市价）
`lever`	Leverage	杠杆倍数
`direction`	Direction (long/short)	方向（做多/做空）
`allowReinvest`	Reinvest profit	利润再投入
`triggerStrategy`	Trigger mode (contract_dca: instant/price/rsi; spot_dca: instant/rsi)	触发方式
`triggerPx`	Trigger price	触发价格
`algoClOrdId`	Client order ID	客户端策略订单 ID
`stopType`	Stop type (sell all / keep tokens)	停止类型（卖出/保留）
`reserveFunds`	Reserve funds	预留资金

slPct stop-loss logic:

Long: stop-loss price = initial fill price × (1 − slPct)

Short: stop-loss price = initial fill price × (1 + slPct) When triggered and position fully closed, the bot ends.

Global Notes

All bots run on OKX servers — stopping the CLI does not affect them
Auth method and trading mode are determined in "Credential & Profile Check"; see that section for parameter rules
--json returns the raw OKX API v5 response by default. Add --env to wrap the output as {"env": "<live|demo>", "profile": "<name>", "data": <response>}
Rate limit: 20 requests per 2 seconds per UID
Grid --gridNum range: 2–100

Okx Cex Bot

File contents

OKX CEX Bot Trading

Preflight

Prerequisites

Credential & Profile Check

Step A — Verify credentials

Step B — Confirm trading mode

Handling 401 Errors

Skill Routing

Command Index

Grid Bot

DCA Bot (Spot & Contract)

Operation Flow

Step 1 — Identify bot type and action

Step 2 — Execute

Step 3 — Verify after writes

Key Rules

CLI Command Reference

Grid Bot — Create

Grid Bot — Amend

Grid Bot — Stop

Grid Bot — Positions

Grid Bot — Liquidation Price

Grid Bot — Close Position

Grid Bot — List Orders

Grid Bot — Details

Grid Bot — Sub-Orders

DCA Bot — Create (Spot & Contract)

DCA Bot — Stop

DCA Bot — List Orders

DCA Bot — Details

DCA Bot — Sub-Orders

Quickstart

Cross-Skill Workflows

Spot Grid Bot

Contract DCA Bot

Spot DCA Bot

Edge Cases

Grid Bot

DCA Bot

Communication Guidelines

Parameter Display Names

Grid Bot — Spot (algoOrdType=grid)

Grid Bot — Contract (algoOrdType=contract_grid)

DCA Bot (Spot & Contract)

Global Notes

Related skills

Frequently asked questions

How do I install the Okx Cex Bot skill?

What does the Okx Cex Bot skill do?

Is Okx Cex Bot safe to use?

Which AI agents work with Okx Cex Bot?

Is Okx Cex Bot free to use?

Who published Okx Cex Bot?

Grid Bot — Spot (`algoOrdType=grid`)

Grid Bot — Contract (`algoOrdType=contract_grid`)