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---
name: cdcx-check-balance
description: Verify credentials and inspect account balance — the first action an agent takes before trading.
---
# Check Balance
## When to Use
- Confirm credentials work before any trading workflow
- Report current wallet balance to the user
- Script gating: "only trade if available USDT > X"
Requires authentication.
## Preflight
```
# Are credentials resolvable?
cdcx account info -o json > /dev/null 2>&1 && echo ok || echo "auth not configured"
```
If this fails, redirect the user to `cdcx setup` or the `cdcx-auth-setup` skill.
## Full Balance Snapshot
```
cdcx account summary -o json
```
Response shape (trimmed):
```json
{
"data": {
"total_available_balance": "10000.00",
"total_margin_balance": "12500.00",
"position_balances": [
{
"instrument_name": "USD_Stablecoin",
"quantity": "12500.00",
"market_value": "12500.00",
"total_available_balance": "10000.00",
"total_margin_balance": "12500.00",
"total_position_value": "0.00"
}
]
}
}
```
The top-level `total_available_balance` and `total_margin_balance` are account-wide. Per-asset detail lives in `position_balances[]`.
## One-Currency Check
```
cdcx account summary -o json | \
jq -r '.data.position_balances[] | select(.instrument_name=="BTC") | .quantity'
```
## Ergonomic Scripts
### Gate a trade on available USDT
```bash
available=$(cdcx account summary -o json | \
jq -r '.data.total_available_balance // 0')
if awk -v a="$available" 'BEGIN{exit !(a+0 > 500)}'; then
cdcx trade order BUY BTC_USDT 0.001 --type MARKET -o json
else
echo "Insufficient USDT: $available"
fi
```
### Summary line
```bash
cdcx account summary -o json | jq -r '
"Margin: \(.data.total_margin_balance) USD · Available: \(.data.total_available_balance) USD"'
```
### All currencies, one per line
```bash
cdcx account summary -o json | \
jq -r '.data.position_balances[] | "\(.instrument_name): \(.quantity)"'
```
## Sub-Account Balances
```
cdcx account subaccount-balances -o json
```
Returns balances for every sub-account under the master — useful for multi-account ops.
## Notes
- `total_margin_balance` and `total_available_balance` are valued in USD; `position_balances[].quantity` is in the native currency
- The API schema uses `position_balances` for the per-currency breakdown even though the user-facing concept is "balances" — do not confuse this with derivatives *positions* (that's `cdcx account positions`)
- `cdcx account summary` is tier `sensitive_read` — no acknowledgement required in MCP mode