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hermes-agent/website/docs/user-guide/features/fallback-providers.md
Teknium 02fb7c4aaf docs: comprehensive docs audit — fix 12 stale/missing items across 10 pages (#3618)
Fixes found by auditing docs against recent PRs/commits:

Critical (misleading):
- hooks.md: Remove stale 'planned — not yet wired' markers for 4 hooks
  that are now active (#3542). Add correct callback signatures.
- security.md: Update tirith verdict behavior — block verdicts now go
  through approval flow instead of hard-blocking (#3428). Add pkill/killall
  self-termination guard and gateway-run backgrounding patterns (#3593).

New feature docs:
- configuration.md: Add tool_use_enforcement section with value table
  (auto/true/false/list) from #3551/#3528.
- configuration.md: Expand auxiliary config with per-task timeouts
  (compression 120s, web_extract 30s, approval 30s) from #3597.
- api-server.md: Add /v1/health alias, Security Headers section,
  CORS details (Max-Age, SSE headers, Idempotency-Key) from
  #3572/#3573/#3576/#3580/#3530.

Stale/incomplete:
- configuration.md: Fix Alibaba model name qwen-plus -> qwen3.5-plus (#3484).
- environment-variables.md: Specify actual DashScope default URL.
- cli-commands.md: Add alibaba to --provider list.
- fallback-providers.md: Add Alibaba/DashScope to provider table.
- email.md: Document noreply/automated sender filtering (#3606).
- toolsets-reference.md: Add 4 missing platform toolsets — matrix,
  mattermost, dingtalk, api-server (#3583).
- skills.md: List default GitHub taps including garrytan/gstack (#3605).
2026-03-28 15:26:35 -07:00

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Markdown

---
title: Fallback Providers
description: Configure automatic failover to backup LLM providers when your primary model is unavailable.
sidebar_label: Fallback Providers
sidebar_position: 8
---
# Fallback Providers
Hermes Agent has two separate fallback systems that keep your sessions running when providers hit issues:
1. **Primary model fallback** — automatically switches to a backup provider:model when your main model fails
2. **Auxiliary task fallback** — independent provider resolution for side tasks like vision, compression, and web extraction
Both are optional and work independently.
## Primary Model Fallback
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.
### Configuration
Add a `fallback_model` section to `~/.hermes/config.yaml`:
```yaml
fallback_model:
provider: openrouter
model: anthropic/claude-sonnet-4
```
Both `provider` and `model` are **required**. If either is missing, the fallback is disabled.
### Supported Providers
| Provider | Value | Requirements |
|----------|-------|-------------|
| AI Gateway | `ai-gateway` | `AI_GATEWAY_API_KEY` |
| OpenRouter | `openrouter` | `OPENROUTER_API_KEY` |
| Nous Portal | `nous` | `hermes login` (OAuth) |
| OpenAI Codex | `openai-codex` | `hermes model` (ChatGPT OAuth) |
| Anthropic | `anthropic` | `ANTHROPIC_API_KEY` or Claude Code credentials |
| z.ai / GLM | `zai` | `GLM_API_KEY` |
| Kimi / Moonshot | `kimi-coding` | `KIMI_API_KEY` |
| MiniMax | `minimax` | `MINIMAX_API_KEY` |
| MiniMax (China) | `minimax-cn` | `MINIMAX_CN_API_KEY` |
| Kilo Code | `kilocode` | `KILOCODE_API_KEY` |
| Alibaba / DashScope | `alibaba` | `DASHSCOPE_API_KEY` |
| Hugging Face | `huggingface` | `HF_TOKEN` |
| Custom endpoint | `custom` | `base_url` + `api_key_env` (see below) |
### Custom Endpoint Fallback
For a custom OpenAI-compatible endpoint, add `base_url` and optionally `api_key_env`:
```yaml
fallback_model:
provider: custom
model: my-local-model
base_url: http://localhost:8000/v1
api_key_env: MY_LOCAL_KEY # env var name containing the API key
```
### When Fallback Triggers
The fallback activates automatically when the primary model fails with:
- **Rate limits** (HTTP 429) — after exhausting retry attempts
- **Server errors** (HTTP 500, 502, 503) — after exhausting retry attempts
- **Auth failures** (HTTP 401, 403) — immediately (no point retrying)
- **Not found** (HTTP 404) — immediately
- **Invalid responses** — when the API returns malformed or empty responses repeatedly
When triggered, Hermes:
1. Resolves credentials for the fallback provider
2. Builds a new API client
3. Swaps the model, provider, and client in-place
4. Resets the retry counter and continues the conversation
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.
:::info One-Shot
Fallback activates **at most once** per session. If the fallback provider also fails, normal error handling takes over (retries, then error message). This prevents cascading failover loops.
:::
### Examples
**OpenRouter as fallback for Anthropic native:**
```yaml
model:
provider: anthropic
default: claude-sonnet-4-6
fallback_model:
provider: openrouter
model: anthropic/claude-sonnet-4
```
**Nous Portal as fallback for OpenRouter:**
```yaml
model:
provider: openrouter
default: anthropic/claude-opus-4
fallback_model:
provider: nous
model: nous-hermes-3
```
**Local model as fallback for cloud:**
```yaml
fallback_model:
provider: custom
model: llama-3.1-70b
base_url: http://localhost:8000/v1
api_key_env: LOCAL_API_KEY
```
**Codex OAuth as fallback:**
```yaml
fallback_model:
provider: openai-codex
model: gpt-5.3-codex
```
### Where Fallback Works
| Context | Fallback Supported |
|---------|-------------------|
| CLI sessions | ✔ |
| Messaging gateway (Telegram, Discord, etc.) | ✔ |
| Subagent delegation | ✘ (subagents do not inherit fallback config) |
| Cron jobs | ✘ (run with a fixed provider) |
| Auxiliary tasks (vision, compression) | ✘ (use their own provider chain — see below) |
:::tip
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.
:::
---
## Auxiliary Task Fallback
Hermes uses separate lightweight models for side tasks. Each task has its own provider resolution chain that acts as a built-in fallback system.
### Tasks with Independent Provider Resolution
| Task | What It Does | Config Key |
|------|-------------|-----------|
| Vision | Image analysis, browser screenshots | `auxiliary.vision` |
| Web Extract | Web page summarization | `auxiliary.web_extract` |
| Compression | Context compression summaries | `auxiliary.compression` or `compression.summary_provider` |
| Session Search | Past session summarization | `auxiliary.session_search` |
| Skills Hub | Skill search and discovery | `auxiliary.skills_hub` |
| MCP | MCP helper operations | `auxiliary.mcp` |
| Memory Flush | Memory consolidation | `auxiliary.flush_memories` |
### Auto-Detection Chain
When a task's provider is set to `"auto"` (the default), Hermes tries providers in order until one works:
**For text tasks (compression, web extract, etc.):**
```text
OpenRouter → Nous Portal → Custom endpoint → Codex OAuth →
API-key providers (z.ai, Kimi, MiniMax, Hugging Face, Anthropic) → give up
```
**For vision tasks:**
```text
Main provider (if vision-capable) → OpenRouter → Nous Portal →
Codex OAuth → Anthropic → Custom endpoint → give up
```
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.
### Configuring Auxiliary Providers
Each task can be configured independently in `config.yaml`:
```yaml
auxiliary:
vision:
provider: "auto" # auto | openrouter | nous | codex | main | anthropic
model: "" # e.g. "openai/gpt-4o"
base_url: "" # direct endpoint (takes precedence over provider)
api_key: "" # API key for base_url
web_extract:
provider: "auto"
model: ""
compression:
provider: "auto"
model: ""
session_search:
provider: "auto"
model: ""
skills_hub:
provider: "auto"
model: ""
mcp:
provider: "auto"
model: ""
flush_memories:
provider: "auto"
model: ""
```
Every task above follows the same **provider / model / base_url** pattern. Context compression uses its own top-level block:
```yaml
compression:
summary_provider: main # Same provider options as auxiliary tasks
summary_model: google/gemini-3-flash-preview
summary_base_url: null # Custom OpenAI-compatible endpoint
```
And the fallback model uses:
```yaml
fallback_model:
provider: openrouter
model: anthropic/claude-sonnet-4
# base_url: http://localhost:8000/v1 # Optional custom endpoint
```
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).
### Provider Options for Auxiliary Tasks
| Provider | Description | Requirements |
|----------|-------------|-------------|
| `"auto"` | Try providers in order until one works (default) | At least one provider configured |
| `"openrouter"` | Force OpenRouter | `OPENROUTER_API_KEY` |
| `"nous"` | Force Nous Portal | `hermes login` |
| `"codex"` | Force Codex OAuth | `hermes model` → Codex |
| `"main"` | Use whatever provider the main agent uses | Active main provider configured |
| `"anthropic"` | Force Anthropic native | `ANTHROPIC_API_KEY` or Claude Code credentials |
### Direct Endpoint Override
For any auxiliary task, setting `base_url` bypasses provider resolution entirely and sends requests directly to that endpoint:
```yaml
auxiliary:
vision:
base_url: "http://localhost:1234/v1"
api_key: "local-key"
model: "qwen2.5-vl"
```
`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.
---
## Context Compression Fallback
Context compression has a legacy configuration path in addition to the auxiliary system:
```yaml
compression:
summary_provider: "auto" # auto | openrouter | nous | main
summary_model: "google/gemini-3-flash-preview"
```
This is equivalent to configuring `auxiliary.compression.provider` and `auxiliary.compression.model`. If both are set, the `auxiliary.compression` values take precedence.
If no provider is available for compression, Hermes drops middle conversation turns without generating a summary rather than failing the session.
---
## Delegation Provider Override
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 — one-shot failover on errors | `fallback_model:` (top-level) |
| Vision | Auto-detection chain + internal OpenRouter retry | `auxiliary.vision` |
| Web extraction | Auto-detection chain + internal OpenRouter retry | `auxiliary.web_extract` |
| Context compression | Auto-detection chain, degrades to no-summary if unavailable | `auxiliary.compression` or `compression.summary_provider` |
| Session search | Auto-detection chain | `auxiliary.session_search` |
| Skills hub | Auto-detection chain | `auxiliary.skills_hub` |
| MCP helpers | Auto-detection chain | `auxiliary.mcp` |
| Memory flush | Auto-detection chain | `auxiliary.flush_memories` |
| 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` |