Trading on an exchange

Your agent can read your accounts freely, and act on them only with your consent, one order at a time.

Adding accounts

In Authentification, the Comptes exchange section takes as many accounts as you want across Binance, Bybit, OKX, Coinbase, Kraken, Bitget, KuCoin, Gate.io, HTX and MEXC. An account is a name the agent will use (Binance-main), the API key, the secret, a passphrase where the exchange asks for one, and testnet where it offers one. Tester opens the connection and reads the balance.

Create the keys on the exchange with exactly the rights you want to grant. The application has no withdrawal tool, so a key without withdrawal rights loses nothing.

Then, in each agent’s settings, tick the accounts it may pilot. An agent with no account attached has no exchange tool at all.

What it reads, without asking

`ExchangeBalance`	Balances, with a USD estimate, across the accounts it may see.
`ExchangePositions`	Futures positions, PnL, liquidation price.
`ExchangeOrders`	Open orders, or the history with fees.
`ExchangeTicker`	Price, order book and funding on that exchange.
`ExchangeWatch`	A reading every N seconds for up to ten minutes, stopping on a condition: a price, a PnL, a liquidation distance, a closed position.

What it does, only when you say so

`PlaceOrder`	Market, limit, stop, stop-limit, take-profit; size in asset or in quote; reduce-only; leverage.
`CancelOrder`	Cancels an open order.
`ClosePosition`	Closes a position, whole or a fraction.
`Transfer`	Moves funds between spot and futures on the same account, or from the funding wallet.
`SetLeverage`	Sets the leverage on a pair.

Limits per exchange

Each exchange has its own limits, taken from its documentation and from ccxt. The application knows them and refuses before any call, with the reason; the agent reads them in its prompt too.

Exchange	Futures	Spot ↔ futures transfer	Testnet	Worth knowing
Binance	yes	yes	yes	Spot testnet and futures testnet keys are distinct.
Bybit	yes	no, unified account	yes	Testnet keys from testnet.bybit.com.
OKX	yes	no, unified trading account	demo	Passphrase; demo keys are created in demo mode.
Coinbase	no	no	no	Advanced Trade; the secret is the CDP key’s EC private key, pasted as is.
Kraken	no	no	no	Kraken Futures has its own keys, outside this integration.
Bitget	yes	yes	no	Passphrase; the account must be in one-way mode.
KuCoin	yes	yes	no	Passphrase; one key with Spot and Futures permissions serves both.
Gate.io	yes	yes	yes	No margin mode through the API, leverage only.
HTX	yes	no	no	No margin mode through the API.
MEXC	read only	yes	no	MEXC closed futures order placement through its API in 2022.

Two details that save an afternoon

On Bybit, OKX, KuCoin, and Binance’s funding wallet, a deposit lands in a separate wallet, not on the trading account. Tester and ExchangeBalance read both and say where the funds are; Transfer with from: funding brings them to trading.
Your computer’s clock is compensated: the offset with each exchange is measured at connection and every ten minutes, and requests are dated at the exchange’s time. Binance and Bybit refuse a request dated more than a second after theirs; such a refusal is named as what it is.

Two common skills guide every profession here: trading-execution (balance, price, size, order, confirmation) and trade-review (positions and history, alert thresholds).