Okx Cex Trade

OKX Trade

Execute OKX trades on Zo with a strict quote, validate, confirm, execute flow.

Preflight

Before running any OKX command in this session, follow ../_shared/preflight.md. Use metadata.version from this file as the comparison version for drift checks.

What Zo Uses

• Terminal for okx trading commands
• Settings > Advanced for OKX credentials stored as Zo secrets

Credential Model

Zo secrets are the source of truth for:

• OKX_API_KEY
• OKX_SECRET_KEY
• OKX_PASSPHRASE

Generate local OKX config from those secrets if the CLI requires it. Do not ask the user to paste credentials into chat.

If the CLI needs a local config file, generate it from Zo secrets:

mkdir -p /root/.okx
cat > /root/.okx/config.toml <<EOF
default_profile = "demo"

[profiles.demo]
api_key = "${OKX_API_KEY}"
secret_key = "${OKX_SECRET_KEY}"
passphrase = "${OKX_PASSPHRASE}"
demo = true

[profiles.live]
api_key = "${OKX_API_KEY}"
secret_key = "${OKX_SECRET_KEY}"
passphrase = "${OKX_PASSPHRASE}"
EOF

Non-Negotiable Safety Rules

• Never place a live trade without explicit same-thread confirmation.
• If the user’s profile is ambiguous, default to asking whether they mean demo or live.
• Always report which profile was executed.
• For derivatives, validate contract value before execution.

Profiles

• demo: simulated funds
• live: real funds

If the user has not clearly specified one, ask.

Required Execution Pattern

1. Quote / Validate

Before any write action:

• confirm market and side
• confirm amount or contract count
• confirm profile
• for derivatives, fetch contract information and validate sizing
• summarize back exactly what will happen

2. Confirm

Require explicit confirmation in the current conversation before executing any live write action.

For demo writes, still confirm if the order details are ambiguous.

3. Execute

Only after confirmation, run the specific command.

Common Command Shapes

Spot

okx --profile demo spot place --instId BTC-USDT --side buy --ordType market --sz 0.01
okx --profile demo spot cancel --instId BTC-USDT --ordId <ordId>
okx --profile demo spot amend --instId BTC-USDT --ordId <ordId> --newPx 100000

Perpetual / Futures

okx --profile demo swap place --instId BTC-USDT-SWAP --side buy --ordType market --sz 1 --tdMode cross --posSide long
okx --profile demo swap close --instId BTC-USDT-SWAP --mgnMode cross --posSide long
okx --profile demo swap leverage --instId BTC-USDT-SWAP --lever 10 --mgnMode cross

Algo / TP / SL

okx --profile demo swap algo trail --instId BTC-USDT-SWAP --side sell --sz 1 --tdMode cross --posSide long --callbackRatio 0.02

Reference Files

Load the matching reference file before running anything beyond the simplest spot or swap flow:

• spot orders and spot algo commands: references/spot-commands.md
• perpetual swap execution and swap algo commands: references/swap-commands.md
• delivery futures execution: references/futures-commands.md
• options contracts, Greeks, and premium conversion: references/options-commands.md
• MCP mappings, output rules, and amount safety rules: references/templates.md
• cross-skill workflows and example execution sequences: references/workflows.md

Derivatives Validation Rule

Before placing SWAP, FUTURES, or OPTION orders, retrieve instrument details and validate contract face value. Do not assume contract sizing.

Examples:

okx market instruments --instType SWAP --instId BTC-USDT-SWAP
okx market instruments --instType FUTURES --instId BTC-USDT-250328
okx market instruments --instType OPTION --instId BTC-USD-250328-95000-C

Use the validated contract value to explain:

• contract count
• approximate notional size
• relevant margin implications

Failure Handling

• If credentials are missing or invalid, stop and direct the user to Settings > Advanced.
• If profile is unclear, ask before proceeding.
• If the requested amount is ambiguous, do not infer.
• If contract information cannot be validated for a derivatives order, do not execute.

Output Rules

• After execution, state what happened in plain language.
• Always append the executed profile.
• If the command failed, summarize the failure and the next fix, not just raw stderr.

Scope Limits

• This v1 skill covers spot, swap, futures, and supported options execution basics.
• Do not introduce OKX bots here.
• Keep advanced options workflows out unless the user clearly requests them and the inputs are complete.

Related Skills

• okx-cex-market
• okx-cex-portfolio