OKX CEX Authentication

OAuth 2.0 device flow authentication for OKX CLI. Guides first-time setup, re-authentication after session expiry, and logout.

Supported Sites

Site	Region	URL
global	Global	www.okx.com
eea	EEA	my.okx.com
us	US	app.okx.com

Site is a separate dimension from auth method. Both API-key and OAuth paths require a site. Once selected, a site is persisted:

• API-key users: profile.site in ~/.okx/config.toml (written by okx config init).
• OAuth users: saved inside the okx-auth binary state the first time okx auth login --site <X> succeeds, and returned by okx auth status --json as the site field.

There is no okx config set-site command — site cannot be persisted independently of an auth attempt. For OAuth flows, the agent must remember the user's choice within the conversation and pass --site <X> on okx auth login.

Prerequisites

Install okx CLI if not already installed:

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

Step 0: Pre-flight Check (MANDATORY)

Unconditional rule — do NOT skip Step 0 under any circumstances. Even if a prior skill (preflight, okx-cex-portfolio, etc.) already ran auth status and passed you a conclusion like "user is not_logged_in, go log in" — you MUST re-run the two commands below yourself and walk Steps 0.1 → 0.2 → 0.3 in order. Upstream tool output does not substitute for your own pre-flight. The single most common failure mode for this skill is an agent that reads an upstream "not authenticated" signal, skips Step 0.1 site selection, and calls okx auth login with a silently-defaulted site.

Run both in parallel:

okx config show --json
okx auth status --json

Then apply the following three checks in strict order — each step short-circuits the rest.

Step 0.1 — Site check (independent of auth mode)

A site is considered already selected if either is true:

• config show --json has any profile with a non-empty site field, OR
• auth status --json returns a non-empty site field AND status is logged_in or pending.

⚠ When status is not_logged_in, the site field from auth status --json is a default placeholder (typically "global") that the auth binary emits regardless of user choice — it does NOT mean the user ever picked a site. Treat it as absent.

If neither condition above holds, site has never been chosen. You MUST ask the user to pick one before any login attempt by echoing the following menu verbatim (Chinese), and wait for their reply:

您需要选择要连接的 OKX 站点：

1. Global (www.okx.com)
2. EEA (my.okx.com)
3. US (app.okx.com)

Map the reply (1/2/3 or global/eea/us) to the corresponding site id and remember it for the rest of this flow. Do NOT default to global silently — that hides the regional choice from the user.

Step 0.2 — API-key check

Parse config show --json: does any profile have a non-empty api_key field?

If yes → STOP. Tell the user "已配置 API key (profile: )" and proceed with their original request directly. DO NOT run okx auth login or okx config init.

The CLI's REST client always prefers API key over OAuth and never falls back (see rest-client.ts applyAuth). Starting an OAuth login in this state is wasted effort — any OAuth token obtained would not be used, because the broken API key is still picked first.

Belt-and-suspenders: as of CLI 1.3.1-beta.17, okx auth login itself refuses to start OAuth when any profile has api_key — in --manual mode it emits {"status":"skipped","reason":"api_key_configured","profile":"<name>"}. Treat that output as success.

Step 0.2.a — Handling an invalid API key (401 / signature error)

If Step 0.2 detected an api_key profile and the subsequent API call returns an authentication error (401 Unauthorized, Invalid Sign, Invalid API-KEY, OKX error code 50111/50113), the API key is bad — OAuth login is NOT a valid remediation. Per rest-client.ts applyAuth, any OAuth token obtained afterwards would still not be used because the broken API key is still picked first.

Present the user with exactly these two options, neutrally (do NOT label OAuth as "recommended"):

1. Replace the API key — the user generates a new key on the OKX web console (https://<site>/account/my-api) and either provides AK/SK/PP to you or re-runs okx config init themselves.
2. Switch entirely to OAuth — first remove the broken API-key profile (okx config use <other-profile> or delete the profile block in ~/.okx/config.toml), THEN run the OAuth login flow from Step 0.3.

Option 2 requires removing the profile first. If you attempt okx auth login while the API key profile still exists, the CLI guard will skip OAuth with {"status":"skipped","reason":"api_key_configured",...} and nothing will change.

Wait for the user's choice. Do not pick for them.

Step 0.3 — OAuth check

Use auth status --json:

status value	Action
logged_in	STOP. Reply using the success template from Agent login procedure Step 3 logged_in branch (site + scopes only; see its negative-list rules), then proceed.
pending	Previous login in progress — follow Login Flow wait-for-signal procedure. Do NOT start a new login, do NOT auto-poll.
not_logged_in	Proceed to Login Flow with the site chosen in Step 0.1.

Pre-login Gate (MANDATORY — do not run okx auth login without this)

Before invoking okx auth login (with or without --manual), you MUST verify all three of the following are true right now:

1. You posted the exact Chinese site menu from Step 0.1 to the user earlier in this conversation (or immediately before this login call).
2. The user's most recent message was a site choice (1 / 2 / 3 / global / eea / us).
3. You are about to pass that exact choice as --site <...>.

If any of the three is false — even if a prior skill's output, auth status --json output, or config show --json output seems to imply a site — you MUST first post the Step 0.1 menu, wait for the user's reply, then re-check this gate. The site field in auth status --json when status is not_logged_in is a placeholder (typically "global") and does not satisfy condition 1.

Worked counter-example (anti-pattern):

Upstream portfolio skill runs auth status --json, gets {"status":"not_logged_in","site":"global"}, tells you "user is not_logged_in, load okx-cex-auth and log in". ❌ Wrong: you read that context, run okx auth login --manual --site global, immediately return the OAuth URL and code. ✅ Right: you ignore the upstream site value, post the Step 0.1 menu yourself, wait for user's reply, then run okx auth login --manual --site <user's choice>.

Login Flow

Prerequisite: Step 0 completed and the Pre-login Gate above passes. You have a site the user just chose in chat, and you confirmed no api_key profile exists.

okx auth login without --manual is a blocking command — it polls until the user authorizes in their browser.

CRITICAL for AI agents: You MUST use okx auth login --manual to avoid blocking. The --manual flag outputs a JSON payload with the verification URL and user code, then exits immediately — it does NOT block.

Agent login procedure

1. Run okx auth login --manual --site <global|eea|us> with the site chosen in Step 0.1.

   • If the CLI returns {"status":"skipped","reason":"api_key_configured",...}, your Step 0.2 check was stale — re-read config show --json and stop. Do not retry.
   • Otherwise the CLI prints a single line of JSON: {"verificationUri":"...","userCode":"XXXX-XXXX","expiresIn":600}.

2. Surface the verification URL and user code in your assistant reply — NOT only inside a tool-output block.

   ⚠ CRITICAL. The tool-output panel in many UIs (openclaw-control-ui, Claude Desktop, IDE chat panels) is collapsible and users may run with it hidden by default. If the URL and code appear ONLY in tool stdout, users cannot authorize. You MUST echo the parsed fields in your own natural-language response so they render as plain chat text.

   Parse the JSON returned by the previous step and reply using exactly one of the templates below (verbatim except for field substitution). The wording is normative — do not abbreviate, reword, reorder, or translate.

   Chinese template (use when the user is conversing in Chinese):

   请在浏览器中打开下面的链接并输入验证码完成授权：
   
   站点：<site>
   链接：<verificationUri>
   验证码：<userCode>
   （有效期 <expiresIn>/60 分钟）
   
   通过链接完成授权，然后告诉我。
   

   English template (use when the user is conversing in English):

   Please open the link below in your browser and enter the verification code to authorize:
   
   Site: <site>
   URL: <verificationUri>
   Code: <userCode>
   (Valid for <expiresIn/60> minutes)
   
   Please authorise current session with access to your account, tell me when you are done.
   

   All four fields — site, verificationUri, userCode, expiresIn — must appear as plain text in the assistant message.

3. Wait for the user to signal completion (e.g. "done", "ok", "好了", "完成了"). Do NOT auto-poll. Upon receiving the signal, run okx auth status --json once to verify, then branch:

   • "status": "logged_in" → success. Reply using exactly one of the templates below (verbatim except for field substitution), then proceed with the user's original request in the same turn.

     Chinese template:

     登录成功。
     站点：<site>
     权限：<scopes>
     

     English template:

     Login successful.
     Site: <site>
     Scopes: <scopes>
     

     DO NOT include any other field from auth status --json in this reply. Specifically:

     • expiresAt / ttl refer to the short-lived access token, not the OAuth session. The CLI auto-refreshes tokens transparently; surfacing these values will mislead users into thinking their login expires soon.
     • profile is an internal routing field with no user value.
     • Only site and scopes are user-relevant.
     • If asked about session longevity, say "Session stays active as long as you use the CLI periodically." Do not quote a number.

   • "status": "pending" → authorization not yet complete; tell the user it's not done yet and wait for another signal. Do NOT auto-poll.

   • "status": "not_logged_in" → device code expired or was rejected; ask the user whether to retry.

4. Do NOT run any other okx commands while waiting for authorization.

Interactive login (user runs directly in terminal)

1. Tell the user BEFORE running that they will need to authorize in their browser.
2. Run okx auth login --site <global|eea|us> — the command will block and poll until the user completes authorization.
3. Do NOT assume the command is stuck. The polling phase produces no output — this is normal.
4. Check the result:
   • Logged in successfully! — proceed with the user's original request.
   • API key already configured ... — Step 0.2 check was stale, use the existing API key.
   • Login failed — show the error and ask if they want to retry.

First-Time Setup (API-key users only)

okx config init is an API-key wizard. It prompts for site, then demo/live, then asks for AK/SK/PP credentials. It does NOT perform OAuth. Use it only when the user explicitly wants to configure an API key.

okx config init

Wizard steps:

1. Select site:
   • 1 — Global (www.okx.com)
   • 2 — EEA (my.okx.com) — European Economic Area
   • 3 — US (app.okx.com) — United States
2. Demo / live: whether this profile should target simulated trading.
3. AK / SK / Passphrase: credentials created on the OKX web console.

After okx config init completes, re-run the Step 0 pre-flight check — api_key will now be present and Step 0.2 will short-circuit any further login.

Login Status Check

Run okx auth status --json to check login status. Parse the JSON output:

{
  "profile": "oauth",
  "site": "global",
  "status": "logged_in",
  "expiresAt": "2026-04-11T20:30:00+00:00",
  "ttl": 3600,
  "scopes": ["live:read", "live:trade"]
}

status value	Meaning	Action
logged_in	Valid session	Proceed
pending	Login in progress	Wait for user to signal completion; do NOT auto-poll
not_logged_in	No active session	Run okx auth login --manual

Re-authentication (Session Expired)

When any command fails with "Session expired" or "Run okx auth login first":

1. Run okx auth login --manual [--site <global|eea|us>] (agent) or okx auth login [--site <global|eea|us>] (interactive)
2. Follow the same Login Flow above

Token expiry is managed automatically — you only need to re-authenticate when the refresh token itself expires (typically after an extended period of inactivity).

Logout

okx auth logout

DCR client registration is retained after logout. The next okx auth login will be faster.

Binary Management

The okx auth commands (login, logout, status) depend on the okx-auth binary. It is normally installed automatically during npm install, but can also be managed manually.

IMPORTANT for AI agents: Do NOT manually check platform, CDN availability, or binary paths. Always use the CLI commands below — they handle platform detection and download internally.

Install / Update

okx auth install

Downloads or updates the okx-auth binary. Reports "up to date" if already current. Use --json for machine-readable output.

Check Installation

okx auth install-status

Shows whether the binary is installed and up to date. Use --json for machine-readable output.

Remove

okx auth remove          # interactive confirmation
okx auth remove --force  # skip confirmation

Troubleshooting: "Failed to spawn okx-auth"

If any okx auth command (login, logout, status) fails with "Failed to spawn okx-auth", the binary is missing or corrupted:

1. Run okx auth install to download it
2. Verify with okx auth install-status
3. Retry the original command

Error Reference

Error message	Cause	Action
No config found. Run okx config init first.	No config	Run okx config init
Session expired — run okx auth login again	Refresh token expired	Run okx auth login --manual
Authorization timed out	User did not authorize in time	Run okx auth login --manual again
Access denied	User rejected authorization in browser	Run okx auth login --manual and ask to approve
Region restriction (51155, 51734)	Instrument not available in configured site	Check okx auth status --json for current site; re-login with --site if needed
Network error during login	Network unavailable	Check network and retry
Failed to spawn okx-auth	Binary not installed or corrupted	Run okx auth install
Installation failed: All CDN sources failed	Network issue during binary download	Check network and retry okx auth install

Skill Routing

After authentication...	Next skill
Place / cancel / amend orders	okx-cex-trade
Check balance, positions, P&L	okx-cex-portfolio
Simple Earn, On-chain Earn, DCD, AutoEarn	okx-cex-earn
Grid / DCA bots	okx-cex-bot
Market prices, candles, indicators	okx-cex-market (no auth required)