hermes-agent/gateway/platforms/ADDING_A_PLATFORM.md

Adding a New Messaging Platform

Checklist for integrating a new messaging platform into the Hermes gateway. Use this as a reference when building a new adapter — every item here is a real integration point that exists in the codebase. Missing any of them will cause broken functionality, missing features, or inconsistent behavior.

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1. Core Adapter (gateway/platforms/<platform>.py)

The adapter is a subclass of BasePlatformAdapter from gateway/platforms/base.py.

Required methods

Method	Purpose
__init__(self, config)	Parse config, init state. Call super().__init__(config, Platform.YOUR_PLATFORM)
connect() -> bool	Connect to the platform, start listeners. Return True on success
disconnect()	Stop listeners, close connections, cancel tasks
send(chat_id, text, ...) -> SendResult	Send a text message
send_typing(chat_id)	Send typing indicator
send_image(chat_id, image_url, caption) -> SendResult	Send an image
get_chat_info(chat_id) -> dict	Return {name, type, chat_id} for a chat

Optional methods (have default stubs in base)

Method	Purpose
send_document(chat_id, path, caption)	Send a file attachment
send_voice(chat_id, path)	Send a voice message
send_video(chat_id, path, caption)	Send a video
send_animation(chat_id, path, caption)	Send a GIF/animation
send_image_file(chat_id, path, caption)	Send image from local file

Required function

def check_<platform>_requirements() -> bool:
    """Check if this platform's dependencies are available."""

Key patterns to follow

• Use self.build_source(...) to construct SessionSource objects
• Call self.handle_message(event) to dispatch inbound messages to the gateway
• Use MessageEvent, MessageType, SendResult from base
• Use cache_image_from_bytes, cache_audio_from_bytes, cache_document_from_bytes for attachments
• Filter self-messages (prevent reply loops)
• Filter sync/echo messages if the platform has them
• Redact sensitive identifiers (phone numbers, tokens) in all log output
• Implement reconnection with exponential backoff + jitter for streaming connections
• Set MAX_MESSAGE_LENGTH if the platform has message size limits

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2. Platform Enum (gateway/config.py)

Add the platform to the Platform enum:

class Platform(Enum):
    ...
    YOUR_PLATFORM = "your_platform"

Add env var loading in _apply_env_overrides():

# Your Platform
your_token = os.getenv("YOUR_PLATFORM_TOKEN")
if your_token:
    if Platform.YOUR_PLATFORM not in config.platforms:
        config.platforms[Platform.YOUR_PLATFORM] = PlatformConfig()
    config.platforms[Platform.YOUR_PLATFORM].enabled = True
    config.platforms[Platform.YOUR_PLATFORM].token = your_token

Update get_connected_platforms() if your platform doesn't use token/api_key (e.g., WhatsApp uses enabled flag, Signal uses extra dict).

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3. Adapter Factory (gateway/run.py)

Add to _create_adapter():

elif platform == Platform.YOUR_PLATFORM:
    from gateway.platforms.your_platform import YourAdapter, check_your_requirements
    if not check_your_requirements():
        logger.warning("Your Platform: dependencies not met")
        return None
    return YourAdapter(config)

---

4. Authorization Maps (gateway/run.py)

Add to BOTH dicts in _is_user_authorized():

platform_env_map = {
    ...
    Platform.YOUR_PLATFORM: "YOUR_PLATFORM_ALLOWED_USERS",
}
platform_allow_all_map = {
    ...
    Platform.YOUR_PLATFORM: "YOUR_PLATFORM_ALLOW_ALL_USERS",
}

---

5. Session Source (gateway/session.py)

If your platform needs extra identity fields (e.g., Signal's UUID alongside phone number), add them to the SessionSource dataclass with Optional defaults, and update to_dict(), from_dict(), and build_source() in base.py.

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6. System Prompt Hints (agent/prompt_builder.py)

Add a PLATFORM_HINTS entry so the agent knows what platform it's on:

PLATFORM_HINTS = {
    ...
    "your_platform": (
        "You are on Your Platform. "
        "Describe formatting capabilities, media support, etc."
    ),
}

Without this, the agent won't know it's on your platform and may use inappropriate formatting (e.g., markdown on platforms that don't render it).

---

7. Toolset (toolsets.py)

Add a named toolset for your platform:

"hermes-your-platform": {
    "description": "Your Platform bot toolset",
    "tools": _HERMES_CORE_TOOLS,
    "includes": []
},

And add it to the hermes-gateway composite:

"hermes-gateway": {
    "includes": [..., "hermes-your-platform"]
}

---

8. Cron Delivery (cron/scheduler.py)

Add to platform_map in _deliver_result():

platform_map = {
    ...
    "your_platform": Platform.YOUR_PLATFORM,
}

Without this, schedule_cronjob(deliver="your_platform") silently fails.

---

9. Send Message Tool (tools/send_message_tool.py)

Add to platform_map in send_message_tool():

platform_map = {
    ...
    "your_platform": Platform.YOUR_PLATFORM,
}

Add routing in _send_to_platform():

elif platform == Platform.YOUR_PLATFORM:
    return await _send_your_platform(pconfig, chat_id, message)

Implement _send_your_platform() — a standalone async function that sends a single message without requiring the full adapter (for use by cron jobs and the send_message tool outside the gateway process).

Update the tool schema target description to include your platform example.

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10. Cronjob Tool Schema (tools/cronjob_tools.py)

Update the deliver parameter description and docstring to mention your platform as a delivery option.

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11. Channel Directory (gateway/channel_directory.py)

If your platform can't enumerate chats (most can't), add it to the session-based discovery list:

for plat_name in ("telegram", "whatsapp", "signal", "your_platform"):

---

12. Status Display (hermes_cli/status.py)

Add to the platforms dict in the Messaging Platforms section:

platforms = {
    ...
    "Your Platform": ("YOUR_PLATFORM_TOKEN", "YOUR_PLATFORM_HOME_CHANNEL"),
}

---

13. Gateway Setup Wizard (hermes_cli/gateway.py)

Add to the _PLATFORMS list:

{
    "key": "your_platform",
    "label": "Your Platform",
    "emoji": "📱",
    "token_var": "YOUR_PLATFORM_TOKEN",
    "setup_instructions": [...],
    "vars": [...],
}

If your platform needs custom setup logic (connectivity testing, QR codes, policy choices), add a _setup_your_platform() function and route to it in the platform selection switch.

Update _platform_status() if your platform's "configured" check differs from the standard bool(get_env_value(token_var)).

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14. Phone/ID Redaction (agent/redact.py)

If your platform uses sensitive identifiers (phone numbers, etc.), add a regex pattern and redaction function to agent/redact.py. This ensures identifiers are masked in ALL log output, not just your adapter's logs.

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15. Documentation

File	What to update
README.md	Platform list in feature table + documentation table
AGENTS.md	Gateway description + env var config section
website/docs/user-guide/messaging/<platform>.md	NEW — Full setup guide (see existing platform docs for template)
website/docs/user-guide/messaging/index.md	Architecture diagram, toolset table, security examples, Next Steps links
website/docs/reference/environment-variables.md	All env vars for the platform

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16. Tests (tests/gateway/test_<platform>.py)

Recommended test coverage:

• Platform enum exists with correct value
• Config loading from env vars via _apply_env_overrides
• Adapter init (config parsing, allowlist handling, default values)
• Helper functions (redaction, parsing, file type detection)
• Session source round-trip (to_dict → from_dict)
• Authorization integration (platform in allowlist maps)
• Send message tool routing (platform in platform_map)

Optional but valuable:

• Async tests for message handling flow (mock the platform API)
• SSE/WebSocket reconnection logic
• Attachment processing
• Group message filtering

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Quick Verification

After implementing everything, verify with:

# All tests pass
python -m pytest tests/ -q

# Grep for your platform name to find any missed integration points
grep -r "telegram\|discord\|whatsapp\|slack" gateway/ tools/ agent/ cron/ hermes_cli/ toolsets.py \
  --include="*.py" -l | sort -u
# Check each file in the output — if it mentions other platforms but not yours, you missed it