Gate Exchange Affiliate Program Assistant

Query and manage Gate Exchange affiliate/partner program data, including commission tracking, team performance analysis, and application guidance.

General Rules

Read and follow exchange-runtime-rules.md first.

Important Notice

• Role: This skill uses Partner APIs only. The term "affiliate" in user queries refers to Partner role.
• Time Limit: API supports maximum 30 days per request. For queries >30 days (up to 180 days), agent must split into multiple 30-day segments.
• Authentication: Requires X-Gate-User-Id header with partner privileges.
• CRITICAL - user_id Parameter: In both commission_history and transaction_history APIs, the user_id parameter filters by "trader/trading user" NOT "commission receiver". Only use this parameter when explicitly querying a specific trader's contribution. For general commission queries, DO NOT use user_id parameter.
• Data Aggregation: When calculating totals from API response lists, use custom aggregation logic based on business rules. DO NOT simply sum all values as this may lead to incorrect results due to data structure and business logic considerations.
• ⚠️ CRITICAL - Time Constraint: All query times are calculated based on the user's system current date in UTC+8 timezone. For relative time descriptions like "last 7 days", "last 30 days", "this week", "last month", etc., calculate the start date by subtracting the requested days from the current date, then convert both start and end dates to UTC+8 00:00:00 and 23:59:59 respectively, then convert these times to Unix timestamps. NEVER use future timestamps as query conditions. The to parameter must always be ≤ current timestamp. If user specifies a future date, reject the query and explain that only historical data is available.

Available APIs (Partner Only)

Note: Agency APIs (/rebate/agency/*) are deprecated and not used in this skill.

⚠️ CRITICAL API USAGE WARNINGS

user_id Parameter Clarification

• NEVER use user_id parameter for general commission queries
• The user_id parameter in both commission_history and transaction_history APIs filters by TRADER/TRADING USER, not commission receiver
• Only use user_id when explicitly querying a specific trader's contribution (e.g., "UID 123456's trading volume")
• For queries like "my commission", "my earnings", "my rebate" - DO NOT use user_id parameter

Data Aggregation Rules

• DO NOT simply sum all values from API response lists
• Use custom aggregation logic that considers:
  • Business rules and data relationships
  • Asset type grouping
  • Proper filtering and deduplication
  • Time period boundaries
• Raw summation may lead to incorrect results due to data structure complexities

Safety Rules

• No future timestamps: Never use future timestamps as query conditions. The to parameter must be less than or equal to the current Unix timestamp. For relative ranges (e.g. "last 7 days"), compute start and end from the user's current date (UTC+8) and convert to Unix; reject queries that request future dates.
• user_id usage: Use the user_id parameter only when the user explicitly asks about a specific trader's contribution (e.g. "UID 123456's volume"). Do not use user_id for "my commission" or "my earnings"—those are the partner's own totals across all referred users.
• Data scope: Query only data for the authenticated partner. Do not attempt to access other partners' data or to infer data outside the API responses.
• Aggregation: Do not sum list fields blindly. Use documented aggregation rules and respect asset types, deduplication, and period boundaries to avoid incorrect totals.
• Sub-accounts: If the API indicates the account is a sub-account or returns a sub_account eligibility block, direct the user to use the main account for partner data or application.

Core Metrics

1. Commission Amount: Total rebate earnings from commission_history
2. Trading Volume: Total trading amount from transaction_history
3. Net Fees: Total fees collected from transaction_history
4. Customer Count: Total subordinates from sub_list
5. Trading Users: Unique user count from transaction_history

Domain Knowledge

• Partner (affiliate): In this skill, "affiliate" and "partner" refer to the same role: a user who refers others to trade on Gate Exchange and earns rebate (commission) from referred users' trading activity. Only Partner APIs are used; Agency APIs are deprecated.
• Commission (rebate): Commission is the rebate paid to the partner from trading fees generated by referred users. It is reported per transaction or per period via commission history. Amounts may be in different assets (e.g. USDT); aggregation must follow business rules and asset handling.
• Trading volume and net fees: These come from referred users' trading activity (spot, futures, etc.). Transaction history returns per-trade records; volume and fees must be aggregated with proper logic—do not naively sum list fields.
• Subordinates: Users referred by the partner. The subordinate list returns them with types: Sub-agent (1), Indirect customer (2), Direct customer (3). Customer count is the total number of subordinates; trading users is the count of unique users with trading activity in the requested period.
• Eligibility: Whether the current user can apply for the partner program. Checked via the eligibility API; the response includes eligible and, when not eligible, block_reasons and block_reason_codes (e.g. sub_account, already_agent, kyc_incomplete).
• Application status: The user's recent partner application (if any) within the last 30 days, including audit status (pending / approved / rejected), returned by the applications/recent API.

Workflow

Step 1: Parse User Query

Identify the query type and extract parameters.

Key data to extract:

• query_type: overview | time_specific | metric_specific | user_specific | team_report | application | application_eligibility | application_status
• time_range: default 7 days or user-specified period
• metric: commission | volume | fees | customers | trading_users (if metric-specific)
• user_id: specific user ID (if user-specific query)

Step 2: Validate Time Range

Check if the requested time range is valid and determine if splitting is needed.

Key data to extract:

• needs_splitting: boolean (true if >30 days)
• segments: array of time segments if splitting needed
• error: string if time range >180 days

Step 3: Call Partner APIs

Based on query type, call the appropriate Partner APIs.

When MCP is configured with Gate rebate tools, call the corresponding MCP tools by name (e.g. Call cex_rebate_partner_transaction_history, Call cex_rebate_partner_commissions_history, Call cex_rebate_partner_sub_list, Call cex_rebate_get_partner_eligibility, Call cex_rebate_get_partner_application_recent) with the parameters described in API Parameter Reference. When MCP is not available, use the API paths below.

CRITICAL REMINDER:

• DO NOT use user_id parameter unless explicitly querying a specific trader's contribution
• The user_id in API responses represents the TRADER, not the commission receiver
• For "my commission" queries, omit the user_id parameter entirely

For overview or time-specific queries:

• Call /rebate/partner/transaction_history with time parameters (NO user_id)
• Call /rebate/partner/commission_history with time parameters (NO user_id)
• Call /rebate/partner/sub_list for customer count

For metric-specific queries:

• Call only the required API(s) based on the metric (NO user_id unless specified)

For user-specific queries:

• Call APIs with user_id parameter (this shows that specific trader's contribution)

For application-related queries:

• "Can I apply?" / "Am I eligible?" → Call GET /rebate/partner/eligibility (returns eligible, block_reasons, block_reason_codes)
• "My application status" / "Recent application" / "Application result" → Call GET /rebate/partner/applications/recent (returns last 30 days application record with audit_status, apply_msg, etc.)
• Generic "how to apply" → Optionally call eligibility first, then return application steps and portal link

Key data to extract:

• transactions: array of trading records
• commissions: array of commission records
• subordinates: array of team members
• total_count: total records for pagination
• eligibility: { eligible, block_reasons, block_reason_codes } (for application_eligibility)
• application_recent: application record or empty (for application_status)

Step 4: Handle Pagination

If total > limit, implement pagination to retrieve all data.

Key data to extract:

• all_data: complete dataset after pagination
• pages_fetched: number of API calls made

Step 5: Aggregate Data

Calculate the requested metrics from the raw API responses.

IMPORTANT: Use custom aggregation logic based on business rules. DO NOT simply sum all values.

• Consider data relationships and business logic
• Handle different asset types appropriately
• Apply proper grouping and filtering rules

Key data to extract:

• commission_amount: aggregated commission amount with proper business logic
• trading_volume: aggregated trading amount with proper calculations
• net_fees: aggregated fees with appropriate rules
• customer_count: total from sub_list
• trading_users: count of unique user_ids

Step 6: Format Response

Generate the appropriate response based on query type using the templates.

Judgment Logic Summary

Report Template

# Affiliate Data Report

**Query Type**: {query_type}
**Time Range**: {from_date} to {to_date}
**Generated**: {timestamp}

## Metrics Summary

| Metric | Value |
|--------|-------|
| Commission Amount | {commission_amount} USDT |
| Trading Volume | {trading_volume} USDT |
| Net Fees | {net_fees} USDT |
| Customer Count | {customer_count} |
| Trading Users | {trading_users} |

## Details

{Additional details based on query type:
- For user-specific: User type, join date
- For team report: Top contributors, composition breakdown
- For comparison: Period-over-period changes}

## Notes

{Any relevant notes:
- Data retrieved in X segments (if split)
- Pagination: X pages fetched
- Warnings or limitations}

---
*For more details, visit the affiliate dashboard: https://www.gate.com/referral/affiliate*

Usage Scenarios

Case 1: Overview Query (No Time Specified)

Triggers: "my affiliate data", "show my partner stats", "affiliate dashboard"

Default: Last 7 days

Output Template:

Your affiliate data overview (last 7 days):
- Commission Amount: XXX USDT
- Trading Volume: XXX USDT
- Net Fees: XXX USDT
- Customer Count: XXX
- Trading Users: XXX

For detailed data, visit the affiliate dashboard: {dashboard_url}

Case 2: Time-Specific Query

Triggers: "commission this week", "last month's rebate", "earnings for March"

Time Handling:

• All times are calculated based on user's system current date in UTC+8 timezone
• Convert date ranges to UTC+8 00:00:00 (start) and 23:59:59 (end), then to Unix timestamps
• If ≤30 days: Single API call
• If >30 days and ≤180 days: Split into multiple 30-day segments
• If >180 days: Return error "Only supports queries within last 180 days"

Agent Splitting Logic (for >30 days):

Example: User requests 60 days (2026-01-01 to 2026-03-01 in UTC+8)
Convert to UTC+8 00:00:00 and 23:59:59, then to Unix timestamps:
1. 2026-01-01 00:00:00 UTC+8 to 2026-01-31 23:59:59 UTC+8 (31 days -> adjust to 30)
2. 2026-01-31 00:00:00 UTC+8 to 2026-03-01 23:59:59 UTC+8 (29 days)
Call each segment separately with converted timestamps, then merge results.

Output Template:

Your affiliate data for {time_range}:
- Commission Amount: XXX USDT
- Trading Volume: XXX USDT
- Net Fees: XXX USDT
- Customer Count: XXX
- Trading Users: XXX

Case 3: Metric-Specific Query

Triggers:

• Commission: "my rebate income", "commission earnings", "how much commission"
• Volume: "team trading volume", "total volume"
• Fees: "net fees collected", "fee contribution"
• Customers: "customer count", "team size", "how many referrals"
• Trading Users: "active traders", "how many users trading"

Output Template:

Your {metric_name} for the last 7 days: XXX {unit}

For detailed data, visit the affiliate dashboard: {dashboard_url}

Case 4: User-Specific Contribution

Triggers: "UID 123456 contribution", "user 123456 trading volume", "how much commission from 123456"

IMPORTANT: The user_id parameter filters by "trader" not "commission receiver". This shows the trading activity and commission generated BY that specific trader, not commissions received by them.

Parameters:

• Required: user_id (the trader's UID whose contribution you want to check)
• Optional: time range (default last 7 days)

Output Template:

UID {user_id} contribution (last 7 days):
- Commission Amount: XXX USDT (commission generated from this trader's activity)
- Trading Volume: XXX USDT (this trader's trading volume)
- Fees: XXX USDT (fees from this trader's trades)

Case 5: Team Performance Report

Triggers: "team performance", "affiliate report", "partner analytics"

Process:

1. Call sub_list to get team members
2. Call transaction_history for trading data
3. Call commission_history for commission data
4. Aggregate and analyze

Output Template:

=== Team Performance Report ({time_range}) ===

📊 Team Overview
- Total Members: XXX (Sub-agents: X, Direct: X, Indirect: X)
- Active Users: XXX (XX.X%)
- New Members: XXX

💰 Trading Data
- Total Volume: XXX,XXX.XX USDT
- Total Fees: X,XXX.XX USDT
- Average Volume per User: XX,XXX.XX USDT

🏆 Commission Data
- Total Commission: XXX.XX USDT
- Spot Commission: XXX.XX USDT (XX%)
- Futures Commission: XXX.XX USDT (XX%)

👑 Top 5 Contributors
1. UID XXXXX - Volume XXX,XXX USDT / Commission XX.X USDT
2. ...

Case 6: Affiliate Application Guidance

Triggers: "apply for affiliate", "become a partner", "join affiliate program", "can I apply?", "am I eligible?", "my application status", "recent application", "application result"

When to call APIs:

• User asks "can I apply?" or "am I eligible?" → Call GET /rebate/partner/eligibility. If eligible, return application steps; if not, return block_reasons and guidance.
• User asks "my application status" or "recent application" → Call GET /rebate/partner/applications/recent. Return audit_status (0=pending, 1=approved, 2=rejected), apply_msg, and jump_url.
• User only asks "how to apply" → Optionally call eligibility first, then return steps and portal.

Eligibility response template (after calling eligibility API):

Eligibility check: {eligible ? "You are eligible to apply." : "You are not eligible at this time."}
{If not eligible:}
Block reasons: {block_reasons}
Please address the above before applying.

Application Portal: https://www.gate.com/referral/affiliate

Application status template (after calling applications/recent API):

Your recent partner application (last 30 days):
Status: {audit_status: 0=Pending, 1=Approved, 2=Rejected}
{apply_msg}
{jump_url if provided}

Generic guidance (no API or after API response):

You can apply to become a Gate Exchange affiliate and earn commission from referred users' trading.

Application Process:
1. Open the affiliate application page
2. Fill in application information
3. Submit application
4. Wait for platform review

Application Portal: https://www.gate.com/referral/affiliate

Benefits:
- Earn commission from referred users
- Access to marketing materials
- Dedicated support team
- Performance analytics dashboard

Error Handling

Not an Affiliate

Your account does not have affiliate privileges. 
To become an affiliate, please apply at: https://www.gate.com/referral/affiliate

Time Range Exceeds 180 Days

Query supports maximum 180 days of historical data.
Please adjust your time range.

No Data Available

No data found for the specified time range.
Please check if you have referred users with trading activity during this period.

UID Not Found

UID {user_id} not found in your referral network.
Please verify the user ID.

UID Not a Subordinate

UID {user_id} is not part of your referral network.
You can only query data for users you've referred.

Sub-account Restriction

Sub-accounts cannot query affiliate data.
Please use your main account.

API Parameter Reference

transaction_history

Parameters:
- currency_pair: string (optional) - e.g., "BTC_USDT"
- user_id: integer (optional) - IMPORTANT: This is the TRADER's ID, not commission receiver
- from: integer (required) - start timestamp (unix seconds)
- to: integer (required) - end timestamp (unix seconds)
- limit: integer (default 100) - max records per page
- offset: integer (default 0) - pagination offset

Response: {
  total: number,
  list: [{
    transaction_time, user_id (trader), group_name, 
    fee, fee_asset, currency_pair, 
    amount, amount_asset, source
  }]
}

commission_history

Parameters:
- currency: string (optional) - e.g., "USDT"
- user_id: integer (optional) - IMPORTANT: This is the TRADER's ID who generated the commission
- from: integer (required) - start timestamp
- to: integer (required) - end timestamp
- limit: integer (default 100)
- offset: integer (default 0)

Response: {
  total: number,
  list: [{
    commission_time, user_id (trader), group_name,
    commission_amount, commission_asset, source
  }]
}

sub_list

Parameters:
- user_id: integer (optional) - filter by user ID
- limit: integer (default 100)
- offset: integer (default 0)

Response: {
  total: number,
  list: [{
    user_id, user_join_time, type
  }]
}
Type: 1=Sub-agent, 2=Indirect customer, 3=Direct customer

eligibility

GET /rebate/partner/eligibility
Parameters: none (uses authenticated user)

Response: {
  data: {
    eligible: boolean,
    block_reasons: string[],
    block_reason_codes: string[]
  }
}
block_reason_codes may include: user_not_exist, user_blacked, sub_account, already_agent, kyc_incomplete, in_agent_tree, ch_code_conflict

applications/recent

GET /rebate/partner/applications/recent
Parameters: none (returns current user's recent application in last 30 days)

Response: {
  data: {
    id, uid, audit_status, apply_msg, create_timest, update_timest,
    proof_url, jump_url, proof_images_url_list, ...
  } or empty
}
audit_status: 0=Pending, 1=Approved, 2=Rejected

Pagination Strategy

For complete data retrieval when total > limit:

offset = 0
all_data = []
while True:
    result = call_api(limit=100, offset=offset)
    all_data.extend(result['list'])
    if len(result['list']) < 100 or offset + 100 >= result['total']:
        break
    offset += 100

# IMPORTANT: Apply custom aggregation logic after collecting all data
# DO NOT simply sum values - consider business rules and data relationships

Time Handling

• API accepts Unix timestamps in seconds (not milliseconds)

• ⚠️ CRITICAL TIME CALCULATION RULES:

  • All query times are calculated based on the user's system current date (UTC+8 timezone)
  • For any relative time description ("last 7 days", "last 30 days", "this week", "last month", etc.):
    1. Get current system date in UTC+8 timezone
    2. Calculate the start date by subtracting the requested days from current date
    3. Convert both dates to UTC+8 00:00:00 (start of day) and 23:59:59 (end of day)
    4. Convert these UTC+8 times to Unix timestamps
    5. Use these timestamps for API calls
  • NEVER use future timestamps as query conditions
  • The to parameter must always be ≤ current Unix timestamp
  • If user specifies a future date, reject the query and explain only historical data is available

• Time Conversion Examples (assuming current date is 2026-03-13 in UTC+8):

  • "last 7 days" query:
    • Start date: 2026-03-07 (7 days ago)
    • from: 2026-03-07 00:00:00 UTC+8 → Unix timestamp
    • to: 2026-03-13 23:59:59 UTC+8 → Unix timestamp
  • "last 30 days" query:
    • Start date: 2026-02-12 (30 days ago)
    • from: 2026-02-12 00:00:00 UTC+8 → Unix timestamp
    • to: 2026-03-13 23:59:59 UTC+8 → Unix timestamp
  • "this week" query (assuming week starts Monday):
    • Start date: 2026-03-09 (Monday of current week)
    • from: 2026-03-09 00:00:00 UTC+8 → Unix timestamp
    • to: 2026-03-13 23:59:59 UTC+8 → Unix timestamp

• Maximum 30 days per API request, split if needed

Amount Formatting

• Convert string amounts to numbers for calculation
• Display with appropriate precision (USDT: 2 decimals, BTC: 8 decimals)
• Add thousand separators for large numbers

MCP Dependencies

This skill requires Partner rebate APIs. When an MCP server (e.g. Gate MCP) is configured, use the following tools instead of calling API paths directly. The expected pattern is: Call tool_name with the appropriate parameters.

If no MCP server is configured, the agent must call the Partner APIs via the documented HTTP endpoints (see API Parameter Reference). Ensure the MCP project path is set up so that these tools are discovered when running skill validation.

Validation Examples

Golden Queries (Test Cases)

1. Basic Overview

   • Query: "Show my affiliate data"
   • Expected: Display last 7 days metrics

2. Time Range

   • Query: "Commission for last 60 days"
   • Expected: Split into 2x30-day requests, aggregate results

3. Specific Metric

   • Query: "How many customers do I have?"
   • Expected: Call sub_list, return total count

4. User Contribution

   • Query: "UID 12345 trading volume this month"
   • Expected: Call transaction_history with user_id filter

5. Error Case

   • Query: "Data for last 200 days"
   • Expected: Error message about 180-day limit

6. Application

   • Query: "How to become an affiliate?"
   • Expected: Application guidance without API calls