Gate Futures Trading Suite
This skill is the single entry for Gate USDT perpetual futures. It supports four operations only: open position, close position, cancel order, amend order. User intent is routed to the matching workflow.
Module overview
| Module | Description | Trigger keywords |
|--------|-------------|------------------|
| Open | Limit/market open long or short, cross/isolated mode | long, short, buy, sell, open |
| Close | Full close, partial close, reverse position | close, close all, reverse |
| Cancel | Cancel one or many orders | cancel, revoke |
| Amend | Change order price or size | amend, modify |
Routing rules
| Intent | Example phrases | Route to |
|--------|-----------------|----------|
| Open position | "BTC long 1 contract", "market short ETH", "10x leverage long" | Read references/open-position.md |
| Close position | "close all BTC", "close half", "reverse to short", "close everything" | Read references/close-position.md |
| Cancel orders | "cancel that buy order", "cancel all orders", "list my orders" | Read references/cancel-order.md |
| Amend order | "change price to 60000", "change order size" | Read references/amend-order.md |
| Unclear | "help with futures", "show my position" | Clarify: query position/orders, then guide user |
Execution workflow
1. Intent and parameters
- Determine module (Open/Close/Cancel/Amend).
- Extract:
contract,side,size,price,leverage. - Missing: if required params missing (e.g. size), ask user (clarify mode).
2. Pre-flight checks
-
Contract: call
get_futures_contractto ensure contract exists and is tradeable. -
Account: check balance and conflicting positions (e.g. when switching margin mode).
-
Risk: do not pre-calculate valid limit price from
order_price_deviate(actual deviation limit depends on risk_limit_tier). OnPRICE_TOO_DEVIATED, show the valid range from the error message. -
Margin mode vs position mode (only when user explicitly requested a margin mode and it differs from current): call
get_futures_accounts(settle)to get position mode. From responseposition_mode:single= single position mode,dual= dual (hedge) position mode. Margin mode from position: use position query per dual/single above →pos_margin_mode(cross/isolated). If user did not specify margin mode, do not switch; place order in current mode.- Single position (
position_mode === "single"): do not interrupt. Prompt user: "You already have a {currency} position; switching margin mode will apply to this position too. Continue?" (e.g. currency from contract: BTC_USDT → BTC). Wait for user confirmation, then continue. - Dual position (
position_mode === "dual"): interrupt flow. Tell user: "Please close the position first, then open a new one."
- Single position (
-
Dual mode vs single mode (API choice): call
get_futures_accounts(settle)first. Ifposition_mode === "dual"(orin_dual_mode === true):- Position / leverage query: use
list_futures_positions(settle, holding=true)orget_futures_dual_mode_position(settle, contract). Do not useget_futures_positionin dual mode (API returns an array and causes parse error). - Margin mode switch: use
update_futures_dual_comp_position_cross_mode(settle, contract, mode)(do not useupdate_futures_position_cross_modein dual mode). - Leverage: use
update_futures_dual_mode_position_leverage(settle, contract, leverage)(do not useupdate_futures_position_leveragein dual mode; it returns array and causes parse error). If single mode: useget_futures_position(settle, contract)for position;update_futures_dual_comp_position_cross_modefor mode switch;update_futures_position_leveragefor leverage.
- Position / leverage query: use
3. Module logic
Module A: Open position
- Unit conversion: if user does not specify size in contracts, get
mark_price,quanto_multiplierfromget_futures_contract, then convert:- U (USDT notional): contracts = u ÷ mark_price ÷ quanto_multiplier (no leverage); with leverage: contracts = u × leverage ÷ mark_price ÷ quanto_multiplier
- Base (e.g. BTC, ETH): contracts = base_amount ÷ quanto_multiplier
- Round/truncate to
order_size_minand size precision.
- Mode: Switch margin mode only when the user explicitly requests it: switch to isolated only when user explicitly asks for isolated (e.g. "isolated", "逐仓"); switch to cross only when user explicitly asks for cross (e.g. "cross", "全仓"). If the user does not specify margin mode, do not switch — place the order in the current margin mode (from position
pos_margin_mode). If user explicitly wants isolated, check leverage. - Mode switch: only when user explicitly requested a margin mode and it differs from current (current from position:
pos_margin_mode), then before callingupdate_futures_dual_comp_position_cross_mode: get position mode viaget_futures_accounts(settle)→position_mode(single/dual); ifposition_mode === "single", show prompt "You already have a {currency} position; switching margin mode will apply to this position too. Continue?" and continue only after user confirms; ifposition_mode === "dual", do not switch—interrupt and tell user "Please close the position first, then open a new one." - Mode switch (no conflict): only when user explicitly requested cross or isolated and that target differs from current: if no position, or single position and user confirmed, call
update_futures_dual_comp_position_cross_mode(settle, contract, mode)withmode"CROSS"or"ISOLATED". Do not switch if the user did not explicitly request a margin mode. - Leverage: if user specified leverage and it differs from current (from position query per dual/single above), call
update_futures_dual_mode_position_leveragein dual mode orupdate_futures_position_leveragein single mode first, then proceed. - Pre-order confirmation: get current leverage from position query (dual:
list_futures_positionsorget_futures_dual_mode_position; single:get_futures_position) for contract + side. Show final order summary (contract, side, size, price or market, mode, leverage, estimated margin/liq price). Ask user to confirm (e.g. "Reply 'confirm' to place the order."). Only after user confirms, place order. - Place order: call
create_futures_order(market:tif=ioc,price=0). - Verify: confirm position via position query (dual:
list_futures_positions(holding=true)orget_futures_dual_mode_position; single:get_futures_position).
Module B: Close position
- Position: get current
sizeand side via position query (dual:list_futures_positions(settle, holding=true)orget_futures_dual_mode_position(settle, contract); single:get_futures_position(settle, contract)). - Branch: full close (query then close with reduce_only); partial (compute size,
create_futures_orderreduce_only); reverse (close then open opposite in two steps). - Verify: confirm remaining position via same position query as step 1.
Module C: Cancel order
- Locate: by order_id, or
list_futures_ordersand let user choose. - Cancel: single
cancel_futures_orderonly (no batch cancel). - Verify:
finish_as==cancelled.
Module D: Amend order
- Check: order status must be
open. - Precision: validate new price/size against contract.
- Amend: call
amend_futures_orderto update price or size.
Report template
After each operation, output a short standardized result.
Safety rules
Confirmation
- Open: show final order summary (contract, side, size, price/market, mode, leverage, estimated liq/margin), then ask for confirmation before
create_futures_order. Do not add text about mark price vs limit price, order_price_deviate, or suggesting to adjust price. Example: "Reply 'confirm' to place the order." - Close all, reverse, batch cancel: show scope and ask for confirmation. Example: "Close all positions? Reply to confirm." / "Cancel all orders for this contract. Continue?"
Errors
| Code | Action |
|------|--------|
| BALANCE_NOT_ENOUGH | Suggest deposit or lower leverage/size. |
| PRICE_TOO_DEVIATED | Extract actual valid price range from the error message and show to user (do not rely on contract order_price_deviate; actual limit depends on risk_limit_tier). |
| POSITION_HOLDING (mode switch) | API returns this (not POSITION_NOT_EMPTY). Ask user to close position first. |
| CONTRACT_NOT_FOUND | Contract invalid or not tradeable. Confirm contract name (e.g. BTC_USDT) and settle; suggest listing contracts. |
| ORDER_NOT_FOUND | Order already filled, cancelled, or wrong order_id. Suggest checking order history. |
| SIZE_TOO_LARGE | Order size exceeds limit. Suggest reducing size or check contract order_size_max. |
| ORDER_FOK | FOK order could not be filled entirely. Suggest different price/size or use GTC/IOC. |
| ORDER_POC | POC order would have taken liquidity; exchange rejected. Suggest different price for maker-only. |
| INVALID_PARAM_VALUE | Often in dual mode when wrong API or params used (e.g. update_futures_position_cross_mode or update_futures_position_leverage in dual). Use dual-mode APIs: update_futures_dual_comp_position_cross_mode, update_futures_dual_mode_position_leverage; for position use list_futures_positions or get_futures_dual_mode_position. |