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* feat(session_search): single-shape tool with discovery, scroll, browse — no LLM
Replaces the LLM-summarized session_search with a single-shape tool that
returns actual messages from the DB. Three calling shapes inferred from
args (no mode parameter):
1. Discovery — pass query. FTS5 + anchored ±5 window + bookends per hit,
all in one call. ~20ms on a real DB instead of ~90s for the previous
three aux-LLM calls.
2. Scroll — pass session_id + around_message_id. Returns a window
centered on the anchor. To paginate, re-anchor on the first/last id
of the returned window. Boundary message appears in both windows
as the orientation marker. ~1ms per scroll call.
3. Browse — no args. Recent sessions chronologically.
Bookend_start (first 3 user+assistant msgs) and bookend_end (last 3) give
the agent goal + resolution on every discovery hit, so a single tool call
reconstructs a long session's arc without loading the whole transcript.
The aux-LLM summary path is gone: it cost ~$0.30/call, took ~30s, and
laundered FTS5 hits through a model that could confabulate when the right
session wasn't in the hit list. The merged shape returns byte-for-byte
content from SQLite.
History:
- PR #20238 (JabberELF) seeded the fast/summary dual-mode split.
- PR #26419 (yoniebans) expanded to fast/guided/summary with bookends,
multi-anchor drill-down, default-mode config, and a teaching skill.
This PR collapses that toolkit into one shape with explicit scroll
support, drops the summary path, drops the mode parameter, drops the
config knob, drops the skill. JabberELF's seed work is acknowledged via
the AUTHOR_MAP entry.
Validation:
- 38/38 tool tests pass (tests/tools/test_session_search.py)
- 12/12 get_messages_around tests pass (tests/hermes_state/)
- 11/11 get_anchored_view tests pass (tests/hermes_state/)
- Full tests/tools/ run: 5168 passing, 2 failures pre-exist on main
(test ordering in test_delegate.py, unrelated)
- E2E against live state DB: discovery 20ms, scroll 1ms, browse 280ms;
pagination forward+backward works with boundary-message orientation;
error paths return clean tool_error responses
Co-authored-by: JabberELF <abcdjmm970703@gmail.com>
Co-authored-by: yoniebans <jonny@nousresearch.com>
* chore(session_search): prune dead LLM-summary config and docs
Companion to the single-shape rewrite. The auxiliary.session_search config
block, max_concurrency / extra_body tunables, and matching docs sections
all referenced the removed LLM summarization path. Removing them so users
don't try to tune knobs that nothing reads.
- hermes_cli/config.py: drop dead auxiliary.session_search block from
DEFAULT_CONFIG. Leftover keys in user config.yaml are harmless and
ignored.
- hermes_cli/tips.py: drop two tips referencing the removed
max_concurrency / extra_body knobs.
- website/docs/user-guide/configuration.md: drop 'Session Search Tuning'
section and the auxiliary.session_search block from the example.
- website/docs/user-guide/features/fallback-providers.md: drop session_search
rows from the auxiliary-tasks tables and the dedicated tuning subsection.
- website/docs/reference/tools-reference.md: rewrite the session_search
entry to describe the new three-shape behaviour.
- CONTRIBUTING.md: update the file-tree description.
- tests/tools/test_llm_content_none_guard.py: remove TestSessionSearchContentNone
class and test_session_search_tool_guarded — both guard against an
unguarded .content.strip() call site in _summarize_session() that no
longer exists.
Validation: 97/97 targeted tests still pass (hermes_state + session_search +
llm_content_none_guard). Config tests 55/55.
---------
Co-authored-by: JabberELF <abcdjmm970703@gmail.com>
Co-authored-by: yoniebans <jonny@nousresearch.com>
414 lines
18 KiB
Markdown
414 lines
18 KiB
Markdown
---
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title: Fallback Providers
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description: Configure automatic failover to backup LLM providers when your primary model is unavailable.
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sidebar_label: Fallback Providers
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sidebar_position: 8
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---
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# Fallback Providers
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Hermes Agent has three layers of resilience that keep your sessions running when providers hit issues:
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1. **[Credential pools](./credential-pools.md)** — rotate across multiple API keys for the *same* provider (tried first)
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2. **Primary model fallback** — automatically switches to a *different* provider:model when your main model fails
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3. **Auxiliary task fallback** — independent provider resolution for side tasks like vision, compression, and web extraction
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Credential pools handle same-provider rotation (e.g., multiple OpenRouter keys). This page covers cross-provider fallback. Both are optional and work independently.
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## Primary Model Fallback
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When your main LLM provider encounters errors — rate limits, server overload, auth failures, connection drops — Hermes can automatically switch to a backup provider:model pair mid-session without losing your conversation.
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### Configuration
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The easiest path is the interactive manager:
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```bash
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hermes fallback
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```
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`hermes fallback` reuses the provider picker from `hermes model` — same provider list, same credential prompts, same validation. Use the subcommands `add`, `list` (alias `ls`), `remove` (alias `rm`), and `clear` to manage the chain. Changes persist under the top-level `fallback_providers:` list in `config.yaml`.
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If you'd rather edit the YAML directly, add a `fallback_model` section to `~/.hermes/config.yaml`:
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```yaml
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fallback_model:
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provider: openrouter
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model: anthropic/claude-sonnet-4
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```
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Both `provider` and `model` are **required**. If either is missing, the fallback is disabled.
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:::note `fallback_model` vs `fallback_providers`
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`fallback_model` (singular) is the legacy single-fallback key — Hermes still honors it for back-compat. `fallback_providers` (plural, list) supports multiple fallbacks tried in order; `hermes fallback` writes to this key. When both are set, Hermes merges them with `fallback_providers` taking priority.
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:::
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### Supported Providers
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| Provider | Value | Requirements |
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|----------|-------|-------------|
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| AI Gateway | `ai-gateway` | `AI_GATEWAY_API_KEY` |
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| OpenRouter | `openrouter` | `OPENROUTER_API_KEY` |
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| Nous Portal | `nous` | `hermes auth` (OAuth) |
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| OpenAI Codex | `openai-codex` | `hermes model` (ChatGPT OAuth) |
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| GitHub Copilot | `copilot` | `COPILOT_GITHUB_TOKEN`, `GH_TOKEN`, or `GITHUB_TOKEN` |
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| GitHub Copilot ACP | `copilot-acp` | External process (editor integration) |
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| Anthropic | `anthropic` | `ANTHROPIC_API_KEY` or Claude Code credentials |
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| z.ai / GLM | `zai` | `GLM_API_KEY` |
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| Kimi / Moonshot | `kimi-coding` | `KIMI_API_KEY` |
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| MiniMax | `minimax` | `MINIMAX_API_KEY` |
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| MiniMax (China) | `minimax-cn` | `MINIMAX_CN_API_KEY` |
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| DeepSeek | `deepseek` | `DEEPSEEK_API_KEY` |
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| NVIDIA NIM | `nvidia` | `NVIDIA_API_KEY` (optional: `NVIDIA_BASE_URL`) |
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| GMI Cloud | `gmi` | `GMI_API_KEY` (optional: `GMI_BASE_URL`) |
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| StepFun | `stepfun` | `STEPFUN_API_KEY` (optional: `STEPFUN_BASE_URL`) |
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| Ollama Cloud | `ollama-cloud` | `OLLAMA_API_KEY` |
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| Google Gemini (OAuth) | `google-gemini-cli` | `hermes model` (Google OAuth; optional: `HERMES_GEMINI_PROJECT_ID`) |
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| Google AI Studio | `gemini` | `GOOGLE_API_KEY` (alias: `GEMINI_API_KEY`) |
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| xAI (Grok) | `xai` (alias `grok`) | `XAI_API_KEY` (optional: `XAI_BASE_URL`) |
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| xAI Grok OAuth (SuperGrok) | `xai-oauth` (alias `grok-oauth`) | `hermes model` → xAI Grok OAuth (browser login; SuperGrok subscription) |
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| AWS Bedrock | `bedrock` | Standard boto3 auth (`AWS_REGION` + `AWS_PROFILE` or `AWS_ACCESS_KEY_ID`) |
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| Qwen Portal (OAuth) | `qwen-oauth` | `hermes model` (Qwen Portal OAuth; optional: `HERMES_QWEN_BASE_URL`) |
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| MiniMax (OAuth) | `minimax-oauth` | `hermes model` (MiniMax portal OAuth) |
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| OpenCode Zen | `opencode-zen` | `OPENCODE_ZEN_API_KEY` |
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| OpenCode Go | `opencode-go` | `OPENCODE_GO_API_KEY` |
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| Kilo Code | `kilocode` | `KILOCODE_API_KEY` |
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| Xiaomi MiMo | `xiaomi` | `XIAOMI_API_KEY` |
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| Arcee AI | `arcee` | `ARCEEAI_API_KEY` |
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| GMI Cloud | `gmi` | `GMI_API_KEY` |
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| Alibaba / DashScope | `alibaba` | `DASHSCOPE_API_KEY` |
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| Alibaba Coding Plan | `alibaba-coding-plan` | `ALIBABA_CODING_PLAN_API_KEY` (falls back to `DASHSCOPE_API_KEY`) |
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| Kimi / Moonshot (China) | `kimi-coding-cn` | `KIMI_CN_API_KEY` |
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| StepFun | `stepfun` | `STEPFUN_API_KEY` |
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| Tencent TokenHub | `tencent-tokenhub` | `TOKENHUB_API_KEY` |
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| Azure AI Foundry | `azure-foundry` | `AZURE_FOUNDRY_API_KEY` + `AZURE_FOUNDRY_BASE_URL` |
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| LM Studio (local) | `lmstudio` | `LM_API_KEY` (or none for local) + `LM_BASE_URL` |
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| Hugging Face | `huggingface` | `HF_TOKEN` |
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| Custom endpoint | `custom` | `base_url` + `key_env` (see below) |
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### Custom Endpoint Fallback
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For a custom OpenAI-compatible endpoint, add `base_url` and optionally `key_env`:
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```yaml
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fallback_model:
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provider: custom
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model: my-local-model
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base_url: http://localhost:8000/v1
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key_env: MY_LOCAL_KEY # env var name containing the API key
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```
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### When Fallback Triggers
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The fallback activates automatically when the primary model fails with:
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- **Rate limits** (HTTP 429) — after exhausting retry attempts
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- **Server errors** (HTTP 500, 502, 503) — after exhausting retry attempts
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- **Auth failures** (HTTP 401, 403) — immediately (no point retrying)
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- **Not found** (HTTP 404) — immediately
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- **Invalid responses** — when the API returns malformed or empty responses repeatedly
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When triggered, Hermes:
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1. Resolves credentials for the fallback provider
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2. Builds a new API client
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3. Swaps the model, provider, and client in-place
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4. Resets the retry counter and continues the conversation
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The switch is seamless — your conversation history, tool calls, and context are preserved. The agent continues from exactly where it left off, just using a different model.
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:::info Per-Turn, Not Per-Session
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Fallback is **turn-scoped**: each new user message starts with the primary model restored. If the primary fails mid-turn, fallback activates for that turn only. On the next message, Hermes tries the primary again. Within a single turn, fallback activates at most once — if the fallback also fails, normal error handling takes over (retries, then error message). This prevents cascading failover loops within a turn while giving the primary model a fresh chance every turn.
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:::
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### Examples
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**OpenRouter as fallback for Anthropic native:**
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```yaml
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model:
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provider: anthropic
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default: claude-sonnet-4-6
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fallback_model:
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provider: openrouter
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model: anthropic/claude-sonnet-4
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```
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**Nous Portal as fallback for OpenRouter:**
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```yaml
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model:
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provider: openrouter
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default: anthropic/claude-opus-4
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fallback_model:
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provider: nous
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model: nous-hermes-3
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```
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**Local model as fallback for cloud:**
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```yaml
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fallback_model:
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provider: custom
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model: llama-3.1-70b
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base_url: http://localhost:8000/v1
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key_env: LOCAL_API_KEY
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```
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**Codex OAuth as fallback:**
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```yaml
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fallback_model:
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provider: openai-codex
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model: gpt-5.3-codex
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```
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### Where Fallback Works
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| Context | Fallback Supported |
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|---------|-------------------|
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| CLI sessions | ✔ |
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| Messaging gateway (Telegram, Discord, etc.) | ✔ |
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| Subagent delegation | ✘ (subagents do not inherit fallback config) |
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| Cron jobs | ✘ (run with a fixed provider) |
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| Auxiliary tasks (vision, compression) | ✘ (use their own provider chain — see below) |
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:::tip
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There are no environment variables for `fallback_model` — it is configured exclusively through `config.yaml`. This is intentional: fallback configuration is a deliberate choice, not something a stale shell export should override.
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:::
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---
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## Auxiliary Task Fallback
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Hermes uses separate lightweight models for side tasks. Each task has its own provider resolution chain that acts as a built-in fallback system.
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### Tasks with Independent Provider Resolution
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| Task | What It Does | Config Key |
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|------|-------------|-----------|
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| Vision | Image analysis, browser screenshots | `auxiliary.vision` |
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| Web Extract | Web page summarization | `auxiliary.web_extract` |
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| Compression | Context compression summaries | `auxiliary.compression` |
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| Skills Hub | Skill search and discovery | `auxiliary.skills_hub` |
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| MCP | MCP helper operations | `auxiliary.mcp` |
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| Approval | Smart command-approval classification | `auxiliary.approval` |
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| Title Generation | Session title summaries | `auxiliary.title_generation` |
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| Triage Specifier | `hermes kanban specify` / dashboard ✨ button — fleshes out a one-liner triage task into a real spec | `auxiliary.triage_specifier` |
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### Auto-Detection Chain
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When a task's provider is set to `"auto"` (the default), Hermes tries providers in order until one works:
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**For text tasks (compression, web extract, etc.):**
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```text
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OpenRouter → Nous Portal → Custom endpoint → Codex OAuth →
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API-key providers (z.ai, Kimi, MiniMax, Xiaomi MiMo, Hugging Face, Anthropic) → give up
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```
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**For vision tasks:**
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```text
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Main provider (if vision-capable) → OpenRouter → Nous Portal →
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Codex OAuth → Anthropic → Custom endpoint → give up
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```
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If the resolved provider fails at call time, Hermes also has an internal retry: if the provider is not OpenRouter and no explicit `base_url` is set, it tries OpenRouter as a last-resort fallback.
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### Configuring Auxiliary Providers
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Each task can be configured independently in `config.yaml`:
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```yaml
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auxiliary:
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vision:
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provider: "auto" # auto | openrouter | nous | codex | main | anthropic
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model: "" # e.g. "openai/gpt-4o"
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base_url: "" # direct endpoint (takes precedence over provider)
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api_key: "" # API key for base_url
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web_extract:
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provider: "auto"
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model: ""
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compression:
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provider: "auto"
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model: ""
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skills_hub:
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provider: "auto"
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model: ""
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mcp:
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provider: "auto"
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model: ""
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```
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Every task above follows the same **provider / model / base_url** pattern. Context compression is configured under `auxiliary.compression`:
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```yaml
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auxiliary:
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compression:
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provider: main # Same provider options as other auxiliary tasks
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model: google/gemini-3-flash-preview
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base_url: null # Custom OpenAI-compatible endpoint
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```
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And the fallback model uses:
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```yaml
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fallback_model:
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provider: openrouter
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model: anthropic/claude-sonnet-4
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# base_url: http://localhost:8000/v1 # Optional custom endpoint
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```
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All three — auxiliary, compression, fallback — work the same way: set `provider` to pick who handles the request, `model` to pick which model, and `base_url` to point at a custom endpoint (overrides provider).
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### Provider Options for Auxiliary Tasks
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These options apply to `auxiliary:`, `compression:`, and `fallback_model:` configs only — `"main"` is **not** a valid value for your top-level `model.provider`. For custom endpoints, use `provider: custom` in your `model:` section (see [AI Providers](/docs/integrations/providers)).
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| Provider | Description | Requirements |
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|----------|-------------|-------------|
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| `"auto"` | Try providers in order until one works (default) | At least one provider configured |
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| `"openrouter"` | Force OpenRouter | `OPENROUTER_API_KEY` |
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| `"nous"` | Force Nous Portal | `hermes auth` |
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| `"codex"` | Force Codex OAuth | `hermes model` → Codex |
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| `"main"` | Use whatever provider the main agent uses (auxiliary tasks only) | Active main provider configured |
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| `"anthropic"` | Force Anthropic native | `ANTHROPIC_API_KEY` or Claude Code credentials |
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### Direct Endpoint Override
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For any auxiliary task, setting `base_url` bypasses provider resolution entirely and sends requests directly to that endpoint:
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```yaml
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auxiliary:
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vision:
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base_url: "http://localhost:1234/v1"
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api_key: "local-key"
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model: "qwen2.5-vl"
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```
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`base_url` takes precedence over `provider`. Hermes uses the configured `api_key` for authentication, falling back to `OPENAI_API_KEY` if not set. It does **not** reuse `OPENROUTER_API_KEY` for custom endpoints.
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---
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## Auxiliary Capacity-Error Fallback
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When you set an explicit auxiliary provider (e.g. `auxiliary.vision.provider: glm`), Hermes treats that as your preferred choice — but if the provider literally cannot serve the request because of a **capacity error** (HTTP 402 payment required, HTTP 429 daily-quota exhaustion, connection failure), Hermes falls back through a layered chain instead of failing silently:
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1. **Primary aux provider** — the one you configured (tried first, always)
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2. **`auxiliary.<task>.fallback_chain`** — your per-task override list, if you wrote one
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3. **Main agent provider + model** — last-resort safety net (always tried, even if you didn't write a chain)
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4. **Warn + re-raise** — if every layer fails, Hermes logs `Auxiliary <task>: ... all fallbacks exhausted` at WARNING level and re-raises the original error
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Transient HTTP 429 rate limits (`Retry-After: ...`) are treated as request constraints, not capacity problems — they respect your explicit provider choice and do **not** trigger the fallback ladder. Only daily/monthly quota exhaustion, payment errors, and connection failures bypass the explicit-provider gate.
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For users on `provider: auto` (no explicit aux provider), the existing auto-detection chain runs in place of steps 2–3. Its first step is already the main agent model, so `auto` users get the same outcome with zero config.
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### Optional: per-task fallback chain
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If you want a different fallback ordering than "main agent model first", configure `fallback_chain` explicitly. Each entry needs at least `provider`; `model`, `base_url`, and `api_key` are optional.
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```yaml
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auxiliary:
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vision:
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provider: glm
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model: glm-4v-flash
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fallback_chain:
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- provider: openrouter
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model: google/gemini-3-flash-preview
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- provider: nous
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model: anthropic/claude-sonnet-4
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compression:
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provider: openrouter
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fallback_chain:
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- provider: openai
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model: gpt-4o-mini
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```
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You do **not** need to configure `fallback_chain` to get fallback — the main-agent safety net runs regardless. Use it only when you specifically want a different order than the default.
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### Provider quota errors that trigger fallback
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Hermes recognizes these as capacity-equivalent to 402 credit exhaustion (not transient rate limits):
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- Bedrock / LiteLLM: `Too many tokens per day`, `daily limit`, `tokens per day`
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- Vertex AI / GCP: `quota exceeded`, `resource exhausted`, `RESOURCE_EXHAUSTED`
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- Generic: `daily quota`, `quota_exceeded`
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If your provider returns a different phrase for daily-quota exhaustion and Hermes doesn't trigger fallback, that's a bug — open an issue with the exact error string.
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---
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## Context Compression Fallback
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Context compression uses the `auxiliary.compression` config block to control which model and provider handles summarization:
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```yaml
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auxiliary:
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compression:
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provider: "auto" # auto | openrouter | nous | main
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model: "google/gemini-3-flash-preview"
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```
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:::info Legacy migration
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Older configs with `compression.summary_model` / `compression.summary_provider` / `compression.summary_base_url` are automatically migrated to `auxiliary.compression.*` on first load (config version 17).
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:::
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If no provider is available for compression, Hermes drops middle conversation turns without generating a summary rather than failing the session.
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---
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## Delegation Provider Override
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Subagents spawned by `delegate_task` do **not** use the primary fallback model. However, they can be routed to a different provider:model pair for cost optimization:
|
||
|
||
```yaml
|
||
delegation:
|
||
provider: "openrouter" # override provider for all subagents
|
||
model: "google/gemini-3-flash-preview" # override model
|
||
# base_url: "http://localhost:1234/v1" # or use a direct endpoint
|
||
# api_key: "local-key"
|
||
```
|
||
|
||
See [Subagent Delegation](/docs/user-guide/features/delegation) for full configuration details.
|
||
|
||
---
|
||
|
||
## Cron Job Providers
|
||
|
||
Cron jobs run with whatever provider is configured at execution time. They do not support a fallback model. To use a different provider for cron jobs, configure `provider` and `model` overrides on the cron job itself:
|
||
|
||
```python
|
||
cronjob(
|
||
action="create",
|
||
schedule="every 2h",
|
||
prompt="Check server status",
|
||
provider="openrouter",
|
||
model="google/gemini-3-flash-preview"
|
||
)
|
||
```
|
||
|
||
See [Scheduled Tasks (Cron)](/docs/user-guide/features/cron) for full configuration details.
|
||
|
||
---
|
||
|
||
## Summary
|
||
|
||
| Feature | Fallback Mechanism | Config Location |
|
||
|---------|-------------------|----------------|
|
||
| Main agent model | `fallback_model` in config.yaml — per-turn failover on errors (primary restored each turn) | `fallback_model:` (top-level) |
|
||
| Auxiliary tasks (any) — auto users | Full auto-detection chain (main agent model first, then provider chain) on capacity errors | `auxiliary.<task>.provider: auto` |
|
||
| Auxiliary tasks (any) — explicit provider | `fallback_chain` (if set) → main agent model → warn + raise, on capacity errors only | `auxiliary.<task>.fallback_chain` |
|
||
| Vision | Layered (see above) + internal OpenRouter retry | `auxiliary.vision` |
|
||
| Web extraction | Layered (see above) + internal OpenRouter retry | `auxiliary.web_extract` |
|
||
| Context compression | Layered (see above); degrades to no-summary if all layers unavailable | `auxiliary.compression` |
|
||
| Skills hub | Layered (see above) | `auxiliary.skills_hub` |
|
||
| MCP helpers | Layered (see above) | `auxiliary.mcp` |
|
||
| Approval classification | Layered (see above) | `auxiliary.approval` |
|
||
| Title generation | Layered (see above) | `auxiliary.title_generation` |
|
||
| Triage specifier | Layered (see above) | `auxiliary.triage_specifier` |
|
||
| Delegation | Provider override only (no automatic fallback) | `delegation.provider` / `delegation.model` |
|
||
| Cron jobs | Per-job provider override only (no automatic fallback) | Per-job `provider` / `model` |
|