OKX CEX Bot Trading CLI

Grid and DCA (Contract Martingale) trading bot management on OKX exchange. All grid and DCA bots in this skill are native OKX platform bots — they run server-side on OKX and do not require a locally running process. Requires API credentials.

Prerequisites

1. Install okx CLI:

   npm install -g @okx_ai/okx-trade-cli
   

2. Configure credentials — check first, then set up if missing:

   okx config show   # shows configured profiles; api_key shows last 4 chars if set
   

   If credentials are already configured → proceed to step 3.

   If not configured:

   okx config init          # interactive wizard — demo mode (opens browser → OKX demo API page)
   okx config init          # run again for live mode (creates a second profile)
   

   Creates okx-demo (demo) and/or okx-prod (live) profiles. Each run safely merges into the existing config file without overwriting other profiles.

   Or set environment variables:

   export OKX_API_KEY=your_key
   export OKX_SECRET_KEY=your_secret
   export OKX_PASSPHRASE=your_passphrase
   

   Security: NEVER accept API credentials directly in chat. If the user pastes credentials, warn them and ask them to run okx config init or edit ~/.okx/config.toml manually with their local editor instead. Credentials must never appear in conversation history.

   Switch between profiles:

   okx config set default_profile okx-demo   # switch to demo
   okx config set default_profile okx-prod   # switch to live
   okx --profile okx-prod bot grid orders --algoOrdType grid  # one-off override
   

3. Test with demo mode (simulated trading, no real funds):

   okx --profile demo bot grid orders --algoOrdType grid
   

Credential & Profile Check

Run this check before any authenticated command.

Step A — Verify credentials

okx config show       # verify configuration status (output is masked)

• If the command returns an error or shows no configuration: stop all operations, guide the user to run okx config init, and wait for setup to complete before retrying.
• If credentials are configured: proceed to Step B.

Step B — Confirm profile (required)

--profile is required for all authenticated commands. Never add a profile implicitly.

Resolution rules:

1. Current message intent is clear (e.g. "real" / "实盘" / "live" → live; "test" / "模拟" / "demo" → demo) → use it and inform the user: "Using --profile live (实盘)" or "Using --profile demo (模拟盘)"
2. Current message has no explicit declaration → check conversation context for a previous profile:
   • Found → use it, inform user: "Continuing with --profile live (实盘) from earlier"
   • Not found → ask: "Live (实盘) or Demo (模拟盘)?" — wait for answer before proceeding

Handling 401 Authentication Errors

If any command returns a 401 / authentication error:

1. Stop immediately — do not retry the same command
2. Inform the user: "Authentication failed (401). Your API credentials may be invalid or expired."
3. Guide the user to update credentials by editing the file directly with their local editor:

   ~/.okx/config.toml
   

   Update the fields api_key, secret_key, passphrase under the relevant profile. Do NOT paste the new credentials into chat.
4. After the user confirms the file is updated, run okx config show to verify (output is masked)
5. Only then retry the original operation

Demo vs Live Mode

Profile is the single control for 实盘/模拟盘 switching — exactly two options:

okx --profile live  bot grid create ...    # 实盘 — real funds
okx --profile demo  bot grid create ...    # 模拟盘 — simulated funds

Rules:

1. --profile is required on every authenticated command — determined in "Credential & Profile Check" Step B
2. Every response after a command must append: [profile: live] or [profile: demo]
3. Do not use the --demo flag for mode switching — use --profile instead
4. For bot create/stop operations (write commands), profile must be explicitly confirmed before execution

Example

User: "Start a BTC grid bot"
Agent: "Live (实盘) or Demo (模拟盘)?"
User: "Demo"
Agent runs: okx --profile demo bot grid create --instId BTC-USDT --algoOrdType grid ...
Agent replies: "Grid bot created: 12345678 (OK) — simulated, no real funds used. [profile: demo]"

Skill Routing

• For market data (prices, charts, depth, funding rates) → use okx-cex-market
• For account balance, P&L, positions history, fees, transfers → use okx-cex-portfolio
• For regular spot/swap/futures/algo orders → use okx-cex-trade
• For grid and DCA trading strategies (native OKX platform bots) → use okx-cex-bot (this skill)

Quickstart

# Create a spot grid bot on BTC ($90k–$100k, 10 grids, invest 1000 USDT)
okx bot grid create --instId BTC-USDT --algoOrdType grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000

# Create a contract grid bot on BTC perp (neutral, 5x leverage, 100 USDT margin)
# basePos defaults to true for long/short (opens base position); neutral ignores it
okx bot grid create --instId BTC-USDT-SWAP --algoOrdType contract_grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 \
  --direction neutral --lever 5 --sz 100

# List all active grid bots
okx bot grid orders --algoOrdType grid

# Get grid bot details and P&L
okx bot grid details --algoOrdType grid --algoId <algoId>

# Stop a grid bot (keep assets as-is)
okx bot grid stop --algoId <algoId> --algoOrdType grid --instId BTC-USDT --stopType 2

# Create a contract DCA bot on BTC perp (long, 3x leverage, 3% TP)
okx bot dca create --instId BTC-USDT-SWAP --lever 3 --direction long \
  --initOrdAmt 100 --safetyOrdAmt 50 --maxSafetyOrds 3 \
  --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03

# List all active contract DCA bots
okx bot dca orders

# Get DCA bot details
okx bot dca details --algoId <algoId>

# Stop a DCA bot
okx bot dca stop --algoId <algoId>

Command Index

Grid Bot

DCA Bot (Contract Only)

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 Grid Bot (Long / Short / Neutral)

User: "Create a long grid bot on BTC perp from $90k to $100k, 10x leverage"

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 grid create --instId BTC-USDT-SWAP --algoOrdType contract_grid \
                       --minPx 90000 --maxPx 100000 --gridNum 10 \
                       --direction long --lever 10 --sz 100
                       # basePos defaults to true (opens base position for long/short)
                       # For short: --direction short; for neutral: --direction neutral
4. okx-cex-bot       okx bot grid orders --algoOrdType contract_grid → confirm active

Contract DCA Bot (Long / Short)

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 --instId BTC-USDT-SWAP \
                       --lever 3 --direction long \
                       --initOrdAmt 200 --safetyOrdAmt 100 --maxSafetyOrds 3 \
                       --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03
                       # For short: --direction short
4. okx-cex-bot       okx bot dca orders                             → confirm active
5. okx-cex-bot       okx bot dca details --algoId <id>              → monitor PnL

Monitor and Stop All Bots

User: "Show all my active bots and stop the ones losing money"

1. okx-cex-bot       okx bot grid orders --algoOrdType grid         → list spot grid bots
2. okx-cex-bot       okx bot grid orders --algoOrdType contract_grid → list contract grid bots
3. okx-cex-bot       okx bot dca orders                             → list DCA bots
4. okx-cex-bot       okx bot grid details --algoOrdType grid --algoId <id>  → check PnL
5. okx-cex-bot       okx bot grid stop --algoId <id> --algoOrdType grid --instId BTC-USDT --stopType 2

Operation Flow

Step 0 — Credential & Profile Check

Before any authenticated command:

Determine profile (required):

• Options: live (实盘) or demo (模拟盘) — exactly these two values

1. Current message intent clear (e.g. "real"/"实盘"/"live" → live; "test"/"模拟"/"demo" → demo) → use it, inform user: "Using --profile live (实盘)"
2. Current message has no explicit declaration → check conversation context for previous profile:
   • Found → use it, inform user: "Continuing with --profile live (实盘) from earlier"
   • Not found → ask: "Live (实盘) or Demo (模拟盘)?" — wait for answer

If no credentials configured: guide user to run okx config init, stop all trading actions

After every command result: append [profile: live] or [profile: demo] to the response

Critical: algoId and algoOrdType Rules

• algoId is the bot's algo order ID (returned by bot grid create / bot dca create or listed by bot grid orders / bot dca orders). It is NOT a normal trade order ID (ordId). Never fabricate or guess an algoId — always obtain it from a prior create or list command.
• algoOrdType for grid commands must match the bot's actual type. Always use the algoOrdType value from the bot grid orders response — do not infer from user description alone. Passing a mismatched type (e.g., contract_grid for a spot grid bot) causes error 50016.
• When operating on an existing bot (details, sub-orders, stop), always retrieve the bot list first to get the correct algoId and algoOrdType pair, unless the user provides them explicitly.

Step 1: Identify Bot Type and Action

• Grid bot create → okx bot grid create
• Grid bot stop → okx bot grid stop
• Grid bot status/P&L → okx bot grid orders + okx bot grid details
• Grid individual fills → okx bot grid sub-orders
• DCA bot create → okx bot dca create (requires --lever and --direction)
• DCA bot stop → okx bot dca stop (only --algoId needed)
• DCA bot status/P&L → okx bot dca orders + okx bot dca details
• DCA individual cycles/orders → okx bot dca sub-orders

Step 2: Run Read Commands Immediately — Confirm Profile (Step 0) then Writes

Read commands (orders, details, sub-orders): run immediately.

• --algoOrdType for grid → infer from context (grid for spot, contract_grid for perp)
• --history → use default (active); only query history if explicitly requested

Write commands (create, stop): confirm once before executing.

• Grid create: confirm --minPx, --maxPx, --gridNum; verify --minPx < current price < --maxPx; confirm investment size
  • Spot grid: --quoteSz (USDT) or --baseSz (base currency)
  • Contract grid: --direction (long/short/neutral), --lever, --sz (investment margin in USDT); --basePos defaults to true (open base position for long/short)
• DCA create: confirm --instId, --lever, --direction, --initOrdAmt, --safetyOrdAmt, --maxSafetyOrds, --pxSteps, --pxStepsMult, --volMult, --tpPct; optional: --slPct, --slMode, --allowReinvest, --triggerStrategy, --triggerPx
• Grid stop: confirm --stopType (default omitted → keep assets; 1=sell all to quote)
• DCA stop: only --algoId needed
• Demo dry-run: suggest okx --profile demo bot grid create ... when user is unsure

⚠ Insufficient balance — NEVER auto-transfer funds. If the trading account balance is insufficient to create a bot, do NOT automatically initiate a fund transfer (account_transfer). Instead, inform the user of the shortfall (current available vs. required amount) and ask how they want to proceed. Suggested options to present:

1. Transfer funds from funding account to trading account (specify amount)
2. Reduce the investment size to fit available balance
3. Cancel the bot creation

Step 3: Verify After Writes

• After grid create: run okx bot grid orders to confirm bot is active; then okx bot grid details to monitor PnL
• After DCA create: run okx bot dca orders to confirm bot is active; then okx bot dca details for details
• After stop: run okx bot grid orders --history / okx bot dca orders --history to confirm bot is stopped

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] \
  [--json]

Grid Bot — Stop

okx bot grid stop --algoId <id> --algoOrdType <type> --instId <id> \
  [--stopType <1|2|3|5|6>] [--json]

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

Grid Bot — List Orders

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

Grid Bot — Details

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

--algoId and --algoOrdType must come from bot grid orders output. The algoOrdType must match the bot's actual type.

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> [--live] [--json]

--algoId and --algoOrdType must come from bot grid orders output.

DCA Bot — Create (Contract Only)

okx bot dca create --instId <id> --lever <n> --direction <long|short> \
  --initOrdAmt <n> --safetyOrdAmt <n> --maxSafetyOrds <n> \
  --pxSteps <ratio> --pxStepsMult <mult> --volMult <mult> --tpPct <ratio> \
  [--slPct <ratio>] [--slMode <limit|market>] [--allowReinvest <true|false>] \
  [--triggerStrategy <instant|price|rsi>] [--triggerPx <price>] [--json]

DCA Bot — Stop

okx bot dca stop --algoId <id> [--json]

DCA Bot — List Orders

okx bot dca orders [--algoId <id>] [--instId <id>] [--history] [--json]

DCA Bot — Details

okx bot dca details --algoId <id> [--json]

--algoId must come from bot dca orders or bot dca create output. NOT a normal trade order ID.

Returns: position details including avgPx, upl, liqPx, sz, tpPx, slPx, initPx, fundingFee, fee, fillSafetyOrds.

DCA Bot — Sub-Orders

okx bot dca sub-orders --algoId <id> [--cycleId <id>] [--json]

--algoId must come from bot dca orders or bot dca create output.

MCP Tool Reference

CLI and MCP tools share the same underlying tool layer. All DCA tools operate on contract DCA only.

Input / Output Examples

"Start a BTC grid bot from $90k to $100k with 10 grids"

okx bot grid create --instId BTC-USDT --algoOrdType grid \
  --minPx 90000 --maxPx 100000 --gridNum 10 --quoteSz 1000
# → Grid bot created: 12345678 (OK)

"Show all my active grid bots"

okx bot grid orders --algoOrdType grid

"What's the P&L on my BTC grid bot?"

okx bot grid details --algoOrdType grid --algoId 12345678
# → pnlRatio, pnl, investAmt, totalAnnRate, runType, gridNum, maxPx, minPx

"Stop my BTC grid bot and keep the assets"

okx bot grid stop --algoId 12345678 --algoOrdType grid --instId BTC-USDT --stopType 2

"Create a DCA bot on BTC perp, long, 3x leverage, 3% TP"

okx bot dca create --instId BTC-USDT-SWAP --lever 3 --direction long \
  --initOrdAmt 200 --safetyOrdAmt 100 --maxSafetyOrds 3 \
  --pxSteps 0.03 --pxStepsMult 1 --volMult 1 --tpPct 0.03
# → DCA bot created: 87654321 (OK)

"Create a DCA bot with safety orders and stop-loss"

okx bot dca create --instId BTC-USDT-SWAP --lever 3 --direction long \
  --initOrdAmt 200 --safetyOrdAmt 100 --maxSafetyOrds 3 \
  --pxSteps 0.03 --pxStepsMult 1.2 --volMult 1.5 \
  --tpPct 0.03 --slPct 0.15 --slMode market

"Show my active DCA bots"

okx bot dca orders

"How is my BTC DCA bot doing?"

okx bot dca details --algoId 87654321
# → avgPx, upl, liqPx, sz, tpPx, slPx, fillSafetyOrds

"Stop my BTC DCA bot"

okx bot dca stop --algoId 87654321

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 (see Step 2)
• Contract grid direction: long (buys more at lower prices), short (sells at higher), neutral (both)
• 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 (not number of contracts)
• Stop type: stopType 1 sells/closes all; stopType 2 keeps assets; stopType 5/6 for contract grid positions
• Already stopped bot: stop returns error — check bot grid orders --history first to confirm state
• Demo mode: okx --profile demo bot grid create ... — safe for testing, no real funds

DCA Bot

• Contract only: DCA bots only support futures/swap instruments (e.g., BTC-USDT-SWAP). Spot DCA is not available.
• 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 (see Step 2)
• pxStepsMult: use 1.0 for equal price spacing; >1.0 to widen gaps between successive safety orders
• volMult: use 1.0 for equal safety order sizes; >1.0 to increase size per safety order (Martingale)
• triggerStrategy: instant (default) starts immediately; price waits for a trigger price; rsi uses RSI signals
• Stop: only --algoId is needed — no instId or stopType required
• Already stopped bot: stop returns error — check bot dca orders --history first to confirm state
• DCA create requires: --instId, --lever, --direction (long/short), --initOrdAmt, --safetyOrdAmt, --maxSafetyOrds, --pxSteps, --pxStepsMult, --volMult, --tpPct

Communication Guidelines

• Use "bot" not "strategy" when referring to grid or DCA in user-facing responses (e.g., "grid bot", "DCA bot" — not "grid strategy" or "DCA strategy").
• Always refer to DCA bots as "DCA" — do not translate to "定投" or "recurring buy". The underlying mechanism is Martingale (马丁格尔), not simple dollar cost averaging. Use "DCA" in all user-facing responses regardless of language.
• Grid bot can be referred to as "网格" in Chinese contexts.

Parameter Display Names

When communicating with users, use the display name instead of the raw API field name. The API field is for internal mapping only.

Currency placeholders: {base} and {quote} refer to the actual currencies from the trading pair. Extract them by splitting instId on -: for BTC-USDT-SWAP → base=BTC, quote=USDT (ignore the SWAP suffix); for ETH-USDT-SWAP → base=ETH, quote=USDT.

Grid Bot — Spot (algoOrdType=grid)

Grid Bot — Contract (algoOrdType=contract_grid)

DCA Bot (Contract)

slPct stop-loss logic (contract DCA):

• Long (direction=long): stop-loss price = initial order fill price × (1 − slPct)
• Short (direction=short): stop-loss price = initial order fill price × (1 + slPct)

When the stop-loss price is triggered and the position is fully closed, the bot ends.

Interaction Rules

When collecting parameters from the user, always use natural language — never expose raw API field names.

• Ask "What price range for the grid? (lower ~ upper)" — not "Enter minPx and maxPx"
• Ask "How many grids?" — not "Enter gridNum"
• Spot grid: ask "How much to invest (USDT)?" (use the actual quote currency) — not "Enter quoteSz"
• Contract grid: ask "How much margin to invest (USDT)?" (use the actual quote currency) — not "Enter sz"
• DCA: ask "How much initial margin (USDT)?" — not "Enter initOrdAmt"
• Ask "What leverage?" — not "Enter lever"
• Ask "Long or short?" — not "Enter direction"
• Ask "Take-profit target (%)?" — not "Enter tpPct"
• Ask "How many safety orders at most?" — not "Enter maxSafetyOrds"

If the user already provides values in their initial request, do not re-ask — map them directly to the corresponding API fields.

Global Notes

• Grid and DCA bots are native OKX platform bots — they run entirely on OKX servers; stopping the CLI does not affect them
• All write commands require valid credentials in ~/.okx/config.toml or env vars
• --profile <name> is required for all authenticated commands; see "Credential & Profile Check" section
• Every command result includes a [profile: <name>] tag for audit reference
• --json returns raw OKX API v5 response
• Rate limit: 20 requests per 2 seconds per UID for all bot operations
• Grid --gridNum range: 2–100
• DCA safety orders are triggered sequentially as price drops by --pxSteps increments
• Contract DCA automatically starts with an instant trigger by default (configurable via --triggerStrategy)