Files
hermes-agent/website/docs/user-guide/features/credential-pools.md
Teknium 8d59881a62 feat(auth): same-provider credential pools with rotation, custom endpoint support, and interactive CLI (#2647)
* feat(auth): add same-provider credential pools and rotation UX

Add same-provider credential pooling so Hermes can rotate across
multiple credentials for a single provider, recover from exhausted
credentials without jumping providers immediately, and configure
that behavior directly in hermes setup.

- agent/credential_pool.py: persisted per-provider credential pools
- hermes auth add/list/remove/reset CLI commands
- 429/402/401 recovery with pool rotation in run_agent.py
- Setup wizard integration for pool strategy configuration
- Auto-seeding from env vars and existing OAuth state

Co-authored-by: kshitijk4poor <82637225+kshitijk4poor@users.noreply.github.com>
Salvaged from PR #2647

* fix(tests): prevent pool auto-seeding from host env in credential pool tests

Tests for non-pool Anthropic paths and auth remove were failing when
host env vars (ANTHROPIC_API_KEY) or file-backed OAuth credentials
were present. The pool auto-seeding picked these up, causing unexpected
pool entries in tests.

- Mock _select_pool_entry in auxiliary_client OAuth flag tests
- Clear Anthropic env vars and mock _seed_from_singletons in auth remove test

* feat(auth): add thread safety, least_used strategy, and request counting

- Add threading.Lock to CredentialPool for gateway thread safety
  (concurrent requests from multiple gateway sessions could race on
  pool state mutations without this)
- Add 'least_used' rotation strategy that selects the credential
  with the lowest request_count, distributing load more evenly
- Add request_count field to PooledCredential for usage tracking
- Add mark_used() method to increment per-credential request counts
- Wrap select(), mark_exhausted_and_rotate(), and try_refresh_current()
  with lock acquisition
- Add tests: least_used selection, mark_used counting, concurrent
  thread safety (4 threads × 20 selects with no corruption)

* feat(auth): add interactive mode for bare 'hermes auth' command

When 'hermes auth' is called without a subcommand, it now launches an
interactive wizard that:

1. Shows full credential pool status across all providers
2. Offers a menu: add, remove, reset cooldowns, set strategy
3. For OAuth-capable providers (anthropic, nous, openai-codex), the
   add flow explicitly asks 'API key or OAuth login?' — making it
   clear that both auth types are supported for the same provider
4. Strategy picker shows all 4 options (fill_first, round_robin,
   least_used, random) with the current selection marked
5. Remove flow shows entries with indices for easy selection

The subcommand paths (hermes auth add/list/remove/reset) still work
exactly as before for scripted/non-interactive use.

* fix(tests): update runtime_provider tests for config.yaml source of truth (#4165)

Tests were using OPENAI_BASE_URL env var which is no longer consulted
after #4165. Updated to use model config (provider, base_url, api_key)
which is the new single source of truth for custom endpoint URLs.

* feat(auth): support custom endpoint credential pools keyed by provider name

Custom OpenAI-compatible endpoints all share provider='custom', making
the provider-keyed pool useless. Now pools for custom endpoints are
keyed by 'custom:<normalized_name>' where the name comes from the
custom_providers config list (auto-generated from URL hostname).

- Pool key format: 'custom:together.ai', 'custom:local-(localhost:8080)'
- load_pool('custom:name') seeds from custom_providers api_key AND
  model.api_key when base_url matches
- hermes auth add/list now shows custom endpoints alongside registry
  providers
- _resolve_openrouter_runtime and _resolve_named_custom_runtime check
  pool before falling back to single config key
- 6 new tests covering custom pool keying, seeding, and listing

* docs: add Excalidraw diagram of full credential pool flow

Comprehensive architecture diagram showing:
- Credential sources (env vars, auth.json OAuth, config.yaml, CLI)
- Pool storage and auto-seeding
- Runtime resolution paths (registry, custom, OpenRouter)
- Error recovery (429 retry-then-rotate, 402 immediate, 401 refresh)
- CLI management commands and strategy configuration

Open at: https://excalidraw.com/#json=2Ycqhqpi6f12E_3ITyiwh,c7u9jSt5BwrmiVzHGbm87g

* fix(tests): update setup wizard pool tests for unified select_provider_and_model flow

The setup wizard now delegates to select_provider_and_model() instead
of using its own prompt_choice-based provider picker. Tests needed:
- Mock select_provider_and_model as no-op (provider pre-written to config)
- Call _stub_tts BEFORE custom prompt_choice mock (it overwrites it)
- Pre-write model.provider to config so the pool step is reached

* docs: add comprehensive credential pool documentation

- New page: website/docs/user-guide/features/credential-pools.md
  Full guide covering quick start, CLI commands, rotation strategies,
  error recovery, custom endpoint pools, auto-discovery, thread safety,
  architecture, and storage format.
- Updated fallback-providers.md to reference credential pools as the
  first layer of resilience (same-provider rotation before cross-provider)
- Added hermes auth to CLI commands reference with usage examples
- Added credential_pool_strategies to configuration guide

* chore: remove excalidraw diagram from repo (external link only)

* refactor: simplify credential pool code — extract helpers, collapse extras, dedup patterns

- _load_config_safe(): replace 4 identical try/except/import blocks
- _iter_custom_providers(): shared generator for custom provider iteration
- PooledCredential.extra dict: collapse 11 round-trip-only fields
  (token_type, scope, client_id, portal_base_url, obtained_at,
  expires_in, agent_key_id, agent_key_expires_in, agent_key_reused,
  agent_key_obtained_at, tls) into a single extra dict with
  __getattr__ for backward-compatible access
- _available_entries(): shared exhaustion-check between select and peek
- Dedup anthropic OAuth seeding (hermes_pkce + claude_code identical)
- SimpleNamespace replaces class _Args boilerplate in auth_commands
- _try_resolve_from_custom_pool(): shared pool-check in runtime_provider

Net -17 lines. All 383 targeted tests pass.

---------

Co-authored-by: kshitijk4poor <82637225+kshitijk4poor@users.noreply.github.com>
2026-03-31 03:10:01 -07:00

231 lines
7.7 KiB
Markdown

---
title: Credential Pools
description: Pool multiple API keys or OAuth tokens per provider for automatic rotation and rate limit recovery.
sidebar_label: Credential Pools
sidebar_position: 9
---
# Credential Pools
Credential pools let you register multiple API keys or OAuth tokens for the same provider. When one key hits a rate limit or billing quota, Hermes automatically rotates to the next healthy key — keeping your session alive without switching providers.
This is different from [fallback providers](./fallback-providers.md), which switch to a *different* provider entirely. Credential pools are same-provider rotation; fallback providers are cross-provider failover. Pools are tried first — if all pool keys are exhausted, *then* the fallback provider activates.
## How It Works
```
Your request
→ Pick key from pool (round_robin / least_used / fill_first / random)
→ Send to provider
→ 429 rate limit?
→ Retry same key once (transient blip)
→ Second 429 → rotate to next pool key
→ All keys exhausted → fallback_model (different provider)
→ 402 billing error?
→ Immediately rotate to next pool key (24h cooldown)
→ 401 auth expired?
→ Try refreshing the token (OAuth)
→ Refresh failed → rotate to next pool key
→ Success → continue normally
```
## Quick Start
If you already have an API key set in `.env`, Hermes auto-discovers it as a 1-key pool. To benefit from pooling, add more keys:
```bash
# Add a second OpenRouter key
hermes auth add openrouter --api-key sk-or-v1-your-second-key
# Add a second Anthropic key
hermes auth add anthropic --type api-key --api-key sk-ant-api03-your-second-key
# Add an Anthropic OAuth credential (Claude Code subscription)
hermes auth add anthropic --type oauth
# Opens browser for OAuth login
```
Check your pools:
```bash
hermes auth list
```
Output:
```
openrouter (2 credentials):
#1 OPENROUTER_API_KEY api_key env:OPENROUTER_API_KEY ←
#2 backup-key api_key manual
anthropic (3 credentials):
#1 hermes_pkce oauth hermes_pkce ←
#2 claude_code oauth claude_code
#3 ANTHROPIC_API_KEY api_key env:ANTHROPIC_API_KEY
```
The `←` marks the currently selected credential.
## Interactive Management
Run `hermes auth` with no subcommand for an interactive wizard:
```bash
hermes auth
```
This shows your full pool status and offers a menu:
```
What would you like to do?
1. Add a credential
2. Remove a credential
3. Reset cooldowns for a provider
4. Set rotation strategy for a provider
5. Exit
```
For providers that support both API keys and OAuth (Anthropic, Nous, Codex), the add flow asks which type:
```
anthropic supports both API keys and OAuth login.
1. API key (paste a key from the provider dashboard)
2. OAuth login (authenticate via browser)
Type [1/2]:
```
## CLI Commands
| Command | Description |
|---------|-------------|
| `hermes auth` | Interactive pool management wizard |
| `hermes auth list` | Show all pools and credentials |
| `hermes auth list <provider>` | Show a specific provider's pool |
| `hermes auth add <provider>` | Add a credential (prompts for type and key) |
| `hermes auth add <provider> --type api-key --api-key <key>` | Add an API key non-interactively |
| `hermes auth add <provider> --type oauth` | Add an OAuth credential via browser login |
| `hermes auth remove <provider> <index>` | Remove credential by 1-based index |
| `hermes auth reset <provider>` | Clear all cooldowns/exhaustion status |
## Rotation Strategies
Configure via `hermes auth` → "Set rotation strategy" or in `config.yaml`:
```yaml
credential_pool_strategies:
openrouter: round_robin
anthropic: least_used
```
| Strategy | Behavior |
|----------|----------|
| `fill_first` (default) | Use the first healthy key until it's exhausted, then move to the next |
| `round_robin` | Cycle through keys evenly, rotating after each selection |
| `least_used` | Always pick the key with the lowest request count |
| `random` | Random selection among healthy keys |
## Error Recovery
The pool handles different errors differently:
| Error | Behavior | Cooldown |
|-------|----------|----------|
| **429 Rate Limit** | Retry same key once (transient). Second consecutive 429 rotates to next key | 1 hour |
| **402 Billing/Quota** | Immediately rotate to next key | 24 hours |
| **401 Auth Expired** | Try refreshing the OAuth token first. Rotate only if refresh fails | — |
| **All keys exhausted** | Fall through to `fallback_model` if configured | — |
The `has_retried_429` flag resets on every successful API call, so a single transient 429 doesn't trigger rotation.
## Custom Endpoint Pools
Custom OpenAI-compatible endpoints (Together.ai, RunPod, local servers) get their own pools, keyed by the endpoint name from `custom_providers` in config.yaml.
When you set up a custom endpoint via `hermes model`, it auto-generates a name like "Together.ai" or "Local (localhost:8080)". This name becomes the pool key.
```bash
# After setting up a custom endpoint via hermes model:
hermes auth list
# Shows:
# Together.ai (1 credential):
# #1 config key api_key config:Together.ai ←
# Add a second key for the same endpoint:
hermes auth add Together.ai --api-key sk-together-second-key
```
Custom endpoint pools are stored in `auth.json` under `credential_pool` with a `custom:` prefix:
```json
{
"credential_pool": {
"openrouter": [...],
"custom:together.ai": [...]
}
}
```
## Auto-Discovery
Hermes automatically discovers credentials from multiple sources and seeds the pool on startup:
| Source | Example | Auto-seeded? |
|--------|---------|-------------|
| Environment variables | `OPENROUTER_API_KEY`, `ANTHROPIC_API_KEY` | Yes |
| OAuth tokens (auth.json) | Codex device code, Nous device code | Yes |
| Claude Code credentials | `~/.claude/.credentials.json` | Yes (Anthropic) |
| Hermes PKCE OAuth | `~/.hermes/auth.json` | Yes (Anthropic) |
| Custom endpoint config | `model.api_key` in config.yaml | Yes (custom endpoints) |
| Manual entries | Added via `hermes auth add` | Persisted in auth.json |
Auto-seeded entries are updated on each pool load — if you remove an env var, its pool entry is automatically pruned. Manual entries (added via `hermes auth add`) are never auto-pruned.
## Thread Safety
The credential pool uses a threading lock for all state mutations (`select()`, `mark_exhausted_and_rotate()`, `try_refresh_current()`, `mark_used()`). This ensures safe concurrent access when the gateway handles multiple chat sessions simultaneously.
## Architecture
For the full data flow diagram, see [`docs/credential-pool-flow.excalidraw`](https://excalidraw.com/#json=2Ycqhqpi6f12E_3ITyiwh,c7u9jSt5BwrmiVzHGbm87g) in the repository.
The credential pool integrates at the provider resolution layer:
1. **`agent/credential_pool.py`** — Pool manager: storage, selection, rotation, cooldowns
2. **`hermes_cli/auth_commands.py`** — CLI commands and interactive wizard
3. **`hermes_cli/runtime_provider.py`** — Pool-aware credential resolution
4. **`run_agent.py`** — Error recovery: 429/402/401 → pool rotation → fallback
## Storage
Pool state is stored in `~/.hermes/auth.json` under the `credential_pool` key:
```json
{
"version": 1,
"credential_pool": {
"openrouter": [
{
"id": "abc123",
"label": "OPENROUTER_API_KEY",
"auth_type": "api_key",
"priority": 0,
"source": "env:OPENROUTER_API_KEY",
"access_token": "sk-or-v1-...",
"last_status": "ok",
"request_count": 142
}
]
},
"credential_pool_strategies": {
"openrouter": "round_robin"
}
}
```
Strategies are stored in `config.yaml` (not `auth.json`):
```yaml
credential_pool_strategies:
openrouter: round_robin
anthropic: least_used
```