Files
hermes-agent/website/docs/user-guide/features/fallback-providers.md
Teknium 289cc47631 docs: resync reference, user-guide, developer-guide, and messaging pages against code (#17738)
Broad drift audit against origin/main (b52b63396).

Reference pages (most user-visible drift):
- slash-commands: add /busy, /curator, /footer, /indicator, /redraw, /steer
  that were missing; drop non-existent /terminal-setup; fix /q footnote
  (resolves to /queue, not /quit); extend CLI-only list with all 24
  CLI-only commands in the registry
- cli-commands: add dedicated sections for hermes curator / fallback /
  hooks (new subcommands not previously documented); remove stale
  hermes honcho standalone section (the plugin registers dynamically
  via hermes memory); list curator/fallback/hooks in top-level table;
  fix completion to include fish
- toolsets-reference: document the real 52-toolset count; split browser
  vs browser-cdp; add discord / discord_admin / spotify / yuanbao;
  correct hermes-cli tool count from 36 to 38; fix misleading claim
  that hermes-homeassistant adds tools (it's identical to hermes-cli)
- tools-reference: bump tool count 55 -> 68; add 7 Spotify, 5 Yuanbao,
  2 Discord toolsets; move browser_cdp/browser_dialog to their own
  browser-cdp toolset section
- environment-variables: add 40+ user-facing HERMES_* vars that were
  undocumented (--yolo, --accept-hooks, --ignore-*, inference model
  override, agent/stream/checkpoint timeouts, OAuth trace, per-platform
  batch tuning for Telegram/Discord/Matrix/Feishu/WeCom, cron knobs,
  gateway restart/connect timeouts); dedupe the Cron Scheduler section;
  replace stale QQ_SANDBOX with QQ_PORTAL_HOST

User-guide (top level):
- cli.md: compression preserves last 20 turns, not 4 (protect_last_n: 20)
- configuration.md: display.platforms is the canonical per-platform
  override key; tool_progress_overrides is deprecated and auto-migrated
- profiles.md: model.default is the config key, not model.model
- sessions.md: CLI/TUI session IDs use 6-char hex, gateway uses 8
- checkpoints-and-rollback.md: destructive-command list now matches
  _DESTRUCTIVE_PATTERNS (adds rmdir, cp, install, dd)
- docker.md: the container runs as non-root hermes (UID 10000) via
  gosu; fix install command (uv pip); add missing --insecure on the
  dashboard compose example (required for non-loopback bind)
- security.md: systemctl danger pattern also matches 'restart'
- index.md: built-in tool count 47 -> 68
- integrations/index.md: 6 STT providers, 8 memory providers
- integrations/providers.md: drop fictional dashscope/qwen aliases

Features:
- overview.md: 9 image models (not 8), 9 TTS providers (not 5),
  8 memory providers (Supermemory was missing)
- tool-gateway.md: 9 image models
- tools.md: extend common-toolsets list with search / messaging /
  spotify / discord / debugging / safe
- fallback-providers.md: add 6 real providers from PROVIDER_REGISTRY
  (lmstudio, kimi-coding-cn, stepfun, alibaba-coding-plan,
  tencent-tokenhub, azure-foundry)
- plugins.md: Available Hooks table now includes on_session_finalize,
  on_session_reset, subagent_stop
- built-in-plugins.md: add the 7 bundled plugins the page didn't
  mention (spotify, google_meet, three image_gen providers, two
  dashboard examples)
- web-dashboard.md: add --insecure and --tui flags
- cron.md: hermes cron create takes positional schedule/prompt, not
  flags

Messaging:
- telegram.md: TELEGRAM_WEBHOOK_SECRET is now REQUIRED when
  TELEGRAM_WEBHOOK_URL is set (gateway refuses to start without it
  per GHSA-3vpc-7q5r-276h). Biggest user-visible drift in the batch.
- discord.md: HERMES_DISCORD_TEXT_BATCH_SPLIT_DELAY_SECONDS default
  is 2.0, not 0.1
- dingtalk.md: document DINGTALK_REQUIRE_MENTION /
  FREE_RESPONSE_CHATS / MENTION_PATTERNS / HOME_CHANNEL /
  ALLOW_ALL_USERS that the adapter supports
- bluebubbles.md: drop fictional BLUEBUBBLES_SEND_READ_RECEIPTS env
  var; the setting lives in platforms.bluebubbles.extra only
- qqbot.md: drop dead QQ_SANDBOX; add real QQ_PORTAL_HOST and
  QQ_GROUP_ALLOWED_USERS
- wecom-callback.md: replace 'hermes gateway start' (service-only)
  with 'hermes gateway' for first-time setup

Developer-guide:
- architecture.md: refresh tool/toolset counts (61/52), terminal
  backend count (7), line counts for run_agent.py (~13.7k), cli.py
  (~11.5k), main.py (~10.4k), setup.py (~3.5k), gateway/run.py
  (~12.2k), mcp_tool.py (~3.1k); add yuanbao adapter, bump platform
  adapter count 18 -> 20
- agent-loop.md: run_agent.py line count 10.7k -> 13.7k
- tools-runtime.md: add vercel_sandbox backend
- adding-tools.md: remove stale 'Discovery import added to
  model_tools.py' checklist item (registry auto-discovery)
- adding-platform-adapters.md: mark send_typing / get_chat_info as
  concrete base methods; only connect/disconnect/send are abstract
- acp-internals.md: ACP sessions now persist to SessionDB
  (~/.hermes/state.db); acp.run_agent call uses
  use_unstable_protocol=True
- cron-internals.md: gateway runs scheduler in a dedicated background
  thread via _start_cron_ticker, not on a maintenance cycle; locking
  is cross-process via fcntl.flock (Unix) / msvcrt.locking (Windows)
- gateway-internals.md: gateway/run.py ~12k lines
- provider-runtime.md: cron DOES support fallback (run_job reads
  fallback_providers from config)
- session-storage.md: SCHEMA_VERSION = 11 (not 9); add migrations
  10 and 11 (trigram FTS, inline-mode FTS5 re-index); add
  api_call_count column to Sessions DDL; document messages_fts_trigram
  and state_meta in the architecture tree
- context-compression-and-caching.md: remove the obsolete 'context
  pressure warnings' section (warnings were removed for causing
  models to give up early)
- context-engine-plugin.md: compress() signature now includes
  focus_topic param
- extending-the-cli.md: _build_tui_layout_children signature now
  includes model_picker_widget; add to default layout

Also fixed three pre-existing broken links/anchors the build warned
about (docker.md -> api-server.md, yuanbao.md -> cron-jobs.md and
tips#background-tasks, nix-setup.md -> #container-aware-cli).

Regenerated per-skill pages via website/scripts/generate-skill-docs.py
so catalog tables and sidebar are consistent with current SKILL.md
frontmatter.

docusaurus build: clean, no broken links or anchors.
2026-04-29 20:55:59 -07:00

15 KiB

title, description, sidebar_label, sidebar_position
title description sidebar_label sidebar_position
Fallback Providers Configure automatic failover to backup LLM providers when your primary model is unavailable. Fallback Providers 8

Fallback Providers

Hermes Agent has three layers of resilience that keep your sessions running when providers hit issues:

  1. Credential pools — rotate across multiple API keys for the same provider (tried first)
  2. Primary model fallback — automatically switches to a different provider:model when your main model fails
  3. Auxiliary task fallback — independent provider resolution for side tasks like vision, compression, and web extraction

Credential pools handle same-provider rotation (e.g., multiple OpenRouter keys). This page covers cross-provider fallback. 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

The easiest path is the interactive manager:

hermes fallback

hermes fallback reuses the provider picker from hermes model — same provider list, same credential prompts, same validation. Press a to add a fallback, / to reorder, d to remove, q to save and exit. Changes persist under model.fallback_providers in config.yaml.

If you'd rather edit the YAML directly, add a fallback_model section to ~/.hermes/config.yaml:

fallback_model:
  provider: openrouter
  model: anthropic/claude-sonnet-4

Both provider and model are required. If either is missing, the fallback is disabled.

:::note fallback_model vs fallback_providers 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. :::

Supported Providers

Provider Value Requirements
AI Gateway ai-gateway AI_GATEWAY_API_KEY
OpenRouter openrouter OPENROUTER_API_KEY
Nous Portal nous hermes auth (OAuth)
OpenAI Codex openai-codex hermes model (ChatGPT OAuth)
GitHub Copilot copilot COPILOT_GITHUB_TOKEN, GH_TOKEN, or GITHUB_TOKEN
GitHub Copilot ACP copilot-acp External process (editor integration)
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
DeepSeek deepseek DEEPSEEK_API_KEY
NVIDIA NIM nvidia NVIDIA_API_KEY (optional: NVIDIA_BASE_URL)
Ollama Cloud ollama-cloud OLLAMA_API_KEY
Google Gemini (OAuth) google-gemini-cli hermes model (Google OAuth; optional: HERMES_GEMINI_PROJECT_ID)
Google AI Studio gemini GOOGLE_API_KEY (alias: GEMINI_API_KEY)
xAI (Grok) xai (alias grok) XAI_API_KEY (optional: XAI_BASE_URL)
AWS Bedrock bedrock Standard boto3 auth (AWS_REGION + AWS_PROFILE or AWS_ACCESS_KEY_ID)
Qwen Portal (OAuth) qwen-oauth hermes model (Qwen Portal OAuth; optional: HERMES_QWEN_BASE_URL)
MiniMax (OAuth) minimax-oauth hermes model (MiniMax portal OAuth)
OpenCode Zen opencode-zen OPENCODE_ZEN_API_KEY
OpenCode Go opencode-go OPENCODE_GO_API_KEY
Kilo Code kilocode KILOCODE_API_KEY
Xiaomi MiMo xiaomi XIAOMI_API_KEY
Arcee AI arcee ARCEEAI_API_KEY
GMI Cloud gmi GMI_API_KEY
Alibaba / DashScope alibaba DASHSCOPE_API_KEY
Alibaba Coding Plan alibaba-coding-plan ALIBABA_CODING_PLAN_API_KEY (falls back to DASHSCOPE_API_KEY)
Kimi / Moonshot (China) kimi-coding-cn KIMI_CN_API_KEY
StepFun stepfun STEPFUN_API_KEY
Tencent TokenHub tencent-tokenhub TOKENHUB_API_KEY
Azure AI Foundry azure-foundry AZURE_FOUNDRY_API_KEY + AZURE_FOUNDRY_BASE_URL
LM Studio (local) lmstudio LM_API_KEY (or none for local) + LM_BASE_URL
Hugging Face huggingface HF_TOKEN
Custom endpoint custom base_url + key_env (see below)

Custom Endpoint Fallback

For a custom OpenAI-compatible endpoint, add base_url and optionally key_env:

fallback_model:
  provider: custom
  model: my-local-model
  base_url: http://localhost:8000/v1
  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 Per-Turn, Not Per-Session 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. :::

Examples

OpenRouter as fallback for Anthropic native:

model:
  provider: anthropic
  default: claude-sonnet-4-6

fallback_model:
  provider: openrouter
  model: anthropic/claude-sonnet-4

Nous Portal as fallback for OpenRouter:

model:
  provider: openrouter
  default: anthropic/claude-opus-4

fallback_model:
  provider: nous
  model: nous-hermes-3

Local model as fallback for cloud:

fallback_model:
  provider: custom
  model: llama-3.1-70b
  base_url: http://localhost:8000/v1
  key_env: LOCAL_API_KEY

Codex OAuth as fallback:

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
Session Search Past session summarization auxiliary.session_search
Skills Hub Skill search and discovery auxiliary.skills_hub
MCP MCP helper operations auxiliary.mcp
Approval Smart command-approval classification auxiliary.approval
Title Generation Session title summaries auxiliary.title_generation

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.):

OpenRouter → Nous Portal → Custom endpoint → Codex OAuth →
API-key providers (z.ai, Kimi, MiniMax, Xiaomi MiMo, Hugging Face, Anthropic) → give up

For vision tasks:

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:

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: ""
    timeout: 30
    max_concurrency: 3
    extra_body: {}

  skills_hub:
    provider: "auto"
    model: ""

  mcp:
    provider: "auto"
    model: ""

Every task above follows the same provider / model / base_url pattern. Context compression is configured under auxiliary.compression:

auxiliary:
  compression:
    provider: main                                    # Same provider options as other auxiliary tasks
    model: google/gemini-3-flash-preview
    base_url: null                                    # Custom OpenAI-compatible endpoint

And the fallback model uses:

fallback_model:
  provider: openrouter
  model: anthropic/claude-sonnet-4
  # base_url: http://localhost:8000/v1               # Optional custom endpoint

For auxiliary.session_search, Hermes also supports:

  • max_concurrency to limit how many session summaries run at once
  • extra_body to pass provider-specific OpenAI-compatible request fields through on the summarization calls

Example:

auxiliary:
  session_search:
    provider: main
    model: glm-4.5-air
    max_concurrency: 2
    extra_body:
      enable_thinking: false

If your provider does not support a native OpenAI-compatible reasoning-control field, extra_body will not help for that part; in that case max_concurrency is still useful for reducing request-burst 429s.

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

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).

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 auth
"codex" Force Codex OAuth hermes model → Codex
"main" Use whatever provider the main agent uses (auxiliary tasks only) 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:

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 uses the auxiliary.compression config block to control which model and provider handles summarization:

auxiliary:
  compression:
    provider: "auto"                              # auto | openrouter | nous | main
    model: "google/gemini-3-flash-preview"

:::info Legacy migration 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). :::

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:

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 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:

cronjob(
    action="create",
    schedule="every 2h",
    prompt="Check server status",
    provider="openrouter",
    model="google/gemini-3-flash-preview"
)

See Scheduled Tasks (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)
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
Session search Auto-detection chain auxiliary.session_search
Skills hub Auto-detection chain auxiliary.skills_hub
MCP helpers Auto-detection chain auxiliary.mcp
Approval classification Auto-detection chain auxiliary.approval
Title generation Auto-detection chain auxiliary.title_generation
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