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:

1. User intent is clear ("real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user
2. No explicit declaration → check conversation context for previous choice → reuse if found
3. 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):

• 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"):

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

Skill Routing

Command Index

Grid Bot

DCA Bot (Spot & Contract)

Smart Portfolio Bot

Note: Load with --modules bot.smartportfolio or bot.all (not in default modules).

Operation Flow

Step 1 — Identify bot type and action

Parse user request → determine module (Grid / DCA / Smart Portfolio) 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 details --algoId <id> to confirm updated config
• After Grid/DCA stop → run orders --history to confirm stopped
• After Smart Portfolio stop → run smart-portfolio 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

For Grid Bot command syntax, parameter tables, Quickstart examples, and edge cases, read {baseDir}/references/grid-commands.md.

For DCA Bot command syntax, parameter tables, Quickstart examples, and edge cases, read {baseDir}/references/dca-commands.md.

For Smart Portfolio Bot command syntax, parameter tables, and examples, read {baseDir}/references/smart-portfolio-commands.md.

For cross-skill workflow examples (chaining okx-cex-market/okx-cex-portfolio with bot creation), read {baseDir}/references/workflows.md.

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", Smart Portfolio = "智能组合"
• 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

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

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