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mcp-user

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Updated 10-16 02:36

About this skill

OKX MCP Self Account

Use this skill when the user is working through OKX MCP in the selected app.

For local terminal use with the okx command, use the cli-user skill (../cli-user/SKILL.md) instead.

AI Builder Code

For supported order-producing MCP tools, require an AI Builder Code value:

<AI_BUILDER_CODE>

The value must be 1-16 alphanumeric characters. This is not an OKX credential. Pass it as the MCP tool argument aiBuilderCode. OKX records it on the final order for tracking and attribution.

Pass aiBuilderCode only to supported OKX MCP order-producing tools.

Authorization and connect gate

OKX authorization is handled by the MCP host app. Do not ask for OKX API keys, secret keys, passphrases, OAuth tokens, or refresh tokens.

Before running any workflow, confirm OKX is connected. The first read-only preflight in each workflow (account_get_config with {"simulatedTrading": true}) is also the connect check: if it is unavailable or returns a missing/expired-authorization error, stop and ask the user to connect or reauthorize OKX in the app before continuing.

Demo Order Workflows

Use simulatedTrading: true for the example workflows. Read market data and instrument rules before placing orders; do not use hardcoded price or size values for order acceptance.

Spot Open

Buy a small BTC-USDT spot amount with USDT.

Read-only preflight:

[
  {"tool": "account_get_config", "arguments": {"simulatedTrading": true}},
  {"tool": "account_get_balance", "arguments": {"ccy": "USDT", "simulatedTrading": true}},
  {"tool": "market_get_ticker", "arguments": {"instId": "BTC-USDT"}},
  {"tool": "market_get_instruments", "arguments": {"instType": "SPOT", "instId": "BTC-USDT"}}
]

Order tool call:

{
  "tool": "spot_place_order",
  "arguments": {
    "instId": "BTC-USDT",
    "tdMode": "<SPOT_TD_MODE>",
    "side": "buy",
    "ordType": "market",
    "sz": "<QUOTE_USDT>",
    "tgtCcy": "quote_ccy",
    "aiBuilderCode": "<AI_BUILDER_CODE>",
    "simulatedTrading": true
  }
}

Set <QUOTE_USDT> to a small amount above the instrument minimum and covered by trading-account USDT balance. Set <SPOT_TD_MODE> from account config acctLv: use "cash" for account modes "1" and "2", and "cross" for account modes "3" and "4". In account mode "2", use "cross" or "isolated" only when the user explicitly intends margin spot. The MCP tool schema requires the field, so include it explicitly.

Spot Close

Sell the BTC amount opened by the demo.

Read-only preflight:

[
  {"tool": "account_get_config", "arguments": {"simulatedTrading": true}},
  {"tool": "account_get_balance", "arguments": {"ccy": "BTC", "simulatedTrading": true}},
  {"tool": "market_get_ticker", "arguments": {"instId": "BTC-USDT"}},
  {"tool": "market_get_instruments", "arguments": {"instType": "SPOT", "instId": "BTC-USDT"}}
]

Order tool call:

{
  "tool": "spot_place_order",
  "arguments": {
    "instId": "BTC-USDT",
    "tdMode": "<SPOT_TD_MODE>",
    "side": "sell",
    "ordType": "market",
    "sz": "<VALID_BTC_SIZE>",
    "aiBuilderCode": "<AI_BUILDER_CODE>",
    "simulatedTrading": true
  }
}

Set <VALID_BTC_SIZE> to the BTC amount represented by the same small quote amount used for Spot Open, rounded down to lotSz and capped at available BTC. Do not go below minSz. Do not default to selling the user's entire BTC balance unless the user explicitly asks for a full spot close. Set <SPOT_TD_MODE> from account config acctLv: use "cash" for account modes "1" and "2", and "cross" for account modes "3" and "4". In account mode "2", use "cross" or "isolated" only when the user explicitly intends margin spot. The MCP tool schema requires the field, so include it explicitly.

Swap Open

Open a small BTC-USDT-SWAP long in demo trading from a target USDT notional. Use this workflow for linear swap instruments. Do not reuse it for inverse USD swap instruments such as BTC-USD-SWAP; those instruments have different sizing and settlement rules.

Read-only preflight:

[
  {"tool": "account_get_config", "arguments": {"simulatedTrading": true}},
  {"tool": "account_get_balance", "arguments": {"ccy": "USDT", "simulatedTrading": true}},
  {"tool": "market_get_ticker", "arguments": {"instId": "BTC-USDT-SWAP"}},
  {"tool": "market_get_instruments", "arguments": {"instType": "SWAP", "instId": "BTC-USDT-SWAP"}}
]

Order tool call — first read account config: if acctLv="1" stop (spot-mode account, swap not supported); the tdMode below (cross) is for acctLv 2/3/4; add "posSide": "long" only when posMode=long_short_mode (else omit it):

{
  "tool": "swap_place_order",
  "arguments": {
    "instId": "BTC-USDT-SWAP",
    "tdMode": "cross",
    "side": "buy",
    "ordType": "market",
    "sz": "<QUOTE_USDT>",
    "tgtCcy": "quote_ccy",
    "aiBuilderCode": "<AI_BUILDER_CODE>",
    "simulatedTrading": true
  }
}

If account config returns acctLv="1", stop: the account is in spot mode and this swap workflow is not supported. If account config returns posMode=long_short_mode, add "posSide": "long"; otherwise omit posSide. The MCP tool schema requires explicit tdMode; use "cross" for account modes "2", "3", and "4", or use "isolated" when the user intends isolated margin. Set <QUOTE_USDT> to a small target notional, such as 10, that is covered by trading-account USDT balance. Send it as "sz" with "tgtCcy": "quote_ccy", and the MCP backend converts the USDT notional to a valid contract count (using ctVal, ticker price, minSz, and lotSz) before placing the order. The preflight market_get_ticker and market_get_instruments reads are only for showing the user an approximate contract count before the order write.

Verify:

{"tool": "swap_get_positions", "arguments": {"instId": "BTC-USDT-SWAP", "simulatedTrading": true}}

Swap Close

Close the BTC-USDT-SWAP long opened by the demo.

Read-only preflight:

[
  {"tool": "account_get_config", "arguments": {"simulatedTrading": true}},
  {"tool": "swap_get_positions", "arguments": {"instId": "BTC-USDT-SWAP", "simulatedTrading": true}}
]

Close tool call:

{
  "tool": "swap_close_position",
  "arguments": {
    "instId": "BTC-USDT-SWAP",
    "mgnMode": "<SWAP_MGN_MODE>",
    "autoCxl": true,
    "aiBuilderCode": "<AI_BUILDER_CODE>",
    "simulatedTrading": true
  }
}

Set <SWAP_MGN_MODE> from the position's margin mode, usually "cross" or "isolated". If account config returns acctLv="1", stop because there should be no swap position for this workflow. If account config returns posMode=long_short_mode, add "posSide": "long"; otherwise omit posSide. Verify with swap_get_positions.

Use this as the pattern for supported MCP order-producing tools. For the broader supported tool reference, read ../../docs/AI_BUILDER_CODE_SUPPORT_REFERENCE.md. Do not invent alternate field names or pass raw tag. Do not add aiBuilderCode to cancel, amend, query, read, leverage, stop, earn, lending, DCD, transfer, or configuration tools unless their tool schema explicitly exposes attribution support.

Workflow

  1. Confirm the user wants the MCP path, then run the connect gate (see Authorization and connect gate above).
  2. Select a supported OKX MCP order-producing tool.
  3. For supported order-producing tools, validate the AI Builder Code value and pass aiBuilderCode.
  4. Before any order write, summarize the final order parameters and wait for explicit confirmation.
  5. After an order write, verify with a read-only OKX MCP tool.