* docs: comprehensive fallback providers documentation - New dedicated page: user-guide/features/fallback-providers.md covering both primary model fallback and auxiliary task fallback systems - Updated configuration.md with fallback_model config section - Updated environment-variables.md noting fallback is config-only - Fleshed out developer-guide/provider-runtime.md fallback section with internal architecture details (trigger points, activation flow, config flow) - Added cross-reference from provider-routing.md distinguishing OpenRouter sub-provider routing from Hermes-level model fallback - Added new page to sidebar under Integrations * docs: comprehensive /background command documentation - Added Background Sessions section to cli.md covering how it works (daemon threads, isolated sessions, config inheritance, Rich panel output, bell notification, concurrent tasks) - Added Background Sessions section to messaging/index.md covering messaging-specific behavior (async execution, result delivery back to same chat, fire-and-forget pattern) - Documented background_process_notifications config (all/result/error/off) in messaging docs and configuration.md - Added HERMES_BACKGROUND_NOTIFICATIONS env var to reference page - Fixed inconsistency in slash-commands.md: /background was listed as messaging-only but works in both CLI and messaging. Moved it to the 'both surfaces' note. - Expanded one-liner table descriptions with detail and cross-references
174 lines
6.1 KiB
Markdown
174 lines
6.1 KiB
Markdown
---
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sidebar_position: 4
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title: "Provider Runtime Resolution"
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description: "How Hermes resolves providers, credentials, API modes, and auxiliary models at runtime"
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---
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# Provider Runtime Resolution
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Hermes has a shared provider runtime resolver used across:
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- CLI
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- gateway
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- cron jobs
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- ACP
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- auxiliary model calls
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Primary implementation:
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- `hermes_cli/runtime_provider.py`
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- `hermes_cli/auth.py`
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- `agent/auxiliary_client.py`
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If you are trying to add a new first-class inference provider, read [Adding Providers](./adding-providers.md) alongside this page.
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## Resolution precedence
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At a high level, provider resolution uses:
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1. explicit CLI/runtime request
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2. `config.yaml` model/provider config
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3. environment variables
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4. provider-specific defaults or auto resolution
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That ordering matters because Hermes treats the saved model/provider choice as the source of truth for normal runs. This prevents a stale shell export from silently overriding the endpoint a user last selected in `hermes model`.
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## Providers
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Current provider families include:
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- OpenRouter
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- Nous Portal
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- OpenAI Codex
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- Anthropic (native)
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- Z.AI
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- Kimi / Moonshot
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- MiniMax
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- MiniMax China
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- custom OpenAI-compatible endpoints
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## Output of runtime resolution
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The runtime resolver returns data such as:
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- `provider`
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- `api_mode`
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- `base_url`
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- `api_key`
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- `source`
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- provider-specific metadata like expiry/refresh info
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## Why this matters
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This resolver is the main reason Hermes can share auth/runtime logic between:
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- `hermes chat`
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- gateway message handling
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- cron jobs running in fresh sessions
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- ACP editor sessions
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- auxiliary model tasks
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## OpenRouter vs custom OpenAI-compatible base URLs
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Hermes contains logic to avoid leaking the wrong API key to a custom endpoint when both `OPENROUTER_API_KEY` and `OPENAI_API_KEY` exist.
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It also distinguishes between:
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- a real custom endpoint selected by the user
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- the OpenRouter fallback path used when no custom endpoint is configured
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That distinction is especially important for:
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- local model servers
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- non-OpenRouter OpenAI-compatible APIs
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- switching providers without re-running setup
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- config-saved custom endpoints that should keep working even when `OPENAI_BASE_URL` is not exported in the current shell
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## Native Anthropic path
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Anthropic is not just "via OpenRouter" anymore.
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When provider resolution selects `anthropic`, Hermes uses:
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- `api_mode = anthropic_messages`
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- the native Anthropic Messages API
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- `agent/anthropic_adapter.py` for translation
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Credential resolution for native Anthropic now prefers refreshable Claude Code credentials over copied env tokens when both are present. In practice that means:
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- Claude Code credential files are treated as the preferred source when they include refreshable auth
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- manual `ANTHROPIC_TOKEN` / `CLAUDE_CODE_OAUTH_TOKEN` values still work as explicit overrides
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- Hermes preflights Anthropic credential refresh before native Messages API calls
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- Hermes still retries once on a 401 after rebuilding the Anthropic client, as a fallback path
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## OpenAI Codex path
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Codex uses a separate Responses API path:
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- `api_mode = codex_responses`
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- dedicated credential resolution and auth store support
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## Auxiliary model routing
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Auxiliary tasks such as:
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- vision
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- web extraction summarization
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- context compression summaries
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- session search summarization
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- skills hub operations
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- MCP helper operations
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- memory flushes
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can use their own provider/model routing rather than the main conversational model.
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When an auxiliary task is configured with provider `main`, Hermes resolves that through the same shared runtime path as normal chat. In practice that means:
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- env-driven custom endpoints still work
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- custom endpoints saved via `hermes model` / `config.yaml` also work
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- auxiliary routing can tell the difference between a real saved custom endpoint and the OpenRouter fallback
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## Fallback models
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Hermes supports a configured fallback model/provider pair, allowing runtime failover when the primary model encounters errors.
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### How it works internally
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1. **Storage**: `AIAgent.__init__` stores the `fallback_model` dict and sets `_fallback_activated = False`.
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2. **Trigger points**: `_try_activate_fallback()` is called from three places in the main retry loop in `run_agent.py`:
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- After max retries on invalid API responses (None choices, missing content)
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- On non-retryable client errors (HTTP 401, 403, 404)
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- After max retries on transient errors (HTTP 429, 500, 502, 503)
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3. **Activation flow** (`_try_activate_fallback`):
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- Returns `False` immediately if already activated or not configured
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- Calls `resolve_provider_client()` from `auxiliary_client.py` to build a new client with proper auth
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- Determines `api_mode`: `codex_responses` for openai-codex, `anthropic_messages` for anthropic, `chat_completions` for everything else
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- Swaps in-place: `self.model`, `self.provider`, `self.base_url`, `self.api_mode`, `self.client`, `self._client_kwargs`
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- For anthropic fallback: builds a native Anthropic client instead of OpenAI-compatible
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- Re-evaluates prompt caching (enabled for Claude models on OpenRouter)
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- Sets `_fallback_activated = True` — prevents firing again
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- Resets retry count to 0 and continues the loop
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4. **Config flow**:
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- CLI: `cli.py` reads `CLI_CONFIG["fallback_model"]` → passes to `AIAgent(fallback_model=...)`
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- Gateway: `gateway/run.py._load_fallback_model()` reads `config.yaml` → passes to `AIAgent`
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- Validation: both `provider` and `model` keys must be non-empty, or fallback is disabled
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### What does NOT support fallback
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- **Subagent delegation** (`tools/delegate_tool.py`): subagents inherit the parent's provider but not the fallback config
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- **Cron jobs** (`cron/`): run with a fixed provider, no fallback mechanism
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- **Auxiliary tasks**: use their own independent provider auto-detection chain (see Auxiliary model routing above)
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### Test coverage
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See `tests/test_fallback_model.py` for comprehensive tests covering all supported providers, one-shot semantics, and edge cases.
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## Related docs
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- [Agent Loop Internals](./agent-loop.md)
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- [ACP Internals](./acp-internals.md)
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- [Context Compression & Prompt Caching](./context-compression-and-caching.md)
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