better-dsh 0.2.5 → 0.3.0

package/docs/80_upstream-docs-and-skills/hermes-dev-skill/src/docs/developer-guide/memory-provider-plugin.md

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----
-sidebar_position: 8
-title: "Memory Provider Plugins"
-description: "How to build a memory provider plugin for Hermes Agent"
----
-
-# Building a Memory Provider Plugin
-
-Memory provider plugins give Hermes Agent persistent, cross-session knowledge beyond the built-in MEMORY.md and USER.md. This guide covers how to build one.
-
-:::tip
-Memory providers are one of two **provider plugin** types. The other is [Context Engine Plugins](/developer-guide/context-engine-plugin), which replace the built-in context compressor. Both follow the same pattern: single-select, config-driven, managed via `hermes plugins`.
-:::
-
-## Installation Layouts
-
-Hermes discovers memory providers from four sources, in this precedence order:
-
-| Source | Location | Notes |
-|---|---|---|
-| Bundled | `plugins/memory/<name>/` | Ships with Hermes. Closed to new providers — see [CONTRIBUTING](https://github.com/NousResearch/hermes-agent/blob/main/CONTRIBUTING.md). |
-| User | `$HERMES_HOME/plugins/<name>/` | Dropped in by the user, per profile. |
-| Project | `./.hermes/plugins/<name>/` | Opt-in via `HERMES_ENABLE_PROJECT_PLUGINS=1`. |
-| Package | `hermes_agent.memory_providers` entry point | `pip install`, nothing to copy. |
-
-Earlier sources win on a name collision, so a directory dropped into a working
-tree can never shadow a shipped provider.
-
-:::note
-This is the reverse of the general plugin system's later-wins order. A memory
-provider is activated by *name* (`memory.provider`), so shadowing would
-silently redirect the agent's memory rather than merely override a tool.
-:::
-
-Discovery only *enumerates* — it never imports a provider. Nothing runs until
-`memory.provider` names it.
-
-### Directory Provider
-
-A directory provider lives in `plugins/memory/<name>/` when bundled with
-Hermes, in `$HERMES_HOME/plugins/<name>/` when installed by a user, or in
-`./.hermes/plugins/<name>/` for a project-local one:
-
-```
-plugins/memory/my-provider/
-├── __init__.py      # MemoryProvider implementation + register() entry point
-├── plugin.yaml      # Metadata (name, description, hooks)
-└── README.md        # Setup instructions, config reference, tools
-```
-
-### Packaged Provider
-
-A pip-installed provider publishes an entry point in the
-`hermes_agent.memory_providers` group. The entry-point name is the provider
-name users select in `memory.provider`; its value points to the provider's
-`register(ctx)` function:
-
-```toml title="pyproject.toml"
-[project.entry-points."hermes_agent.memory_providers"]
-my-provider = "my_provider:register"
-```
-
-Point the entry point at the **package**, or at a `register(ctx)` inside it, and
-keep your implementation, skills, and other resources in the normal Python
-package layout. No copy under `$HERMES_HOME/plugins/` is required.
-
-A package entry point gets everything a directory install does, including the
-two files Hermes reads from disk rather than importing — `config_schema.py`
-(the dashboard config panel) and `cli.py` (your `hermes <provider>`
-subcommands). Both are found next to your package's `__init__.py`, so point the
-entry point at a package rather than a single module if you ship either.
-
-## The MemoryProvider ABC
-
-Your plugin implements the `MemoryProvider` abstract base class from `agent/memory_provider.py`:
-
-```python
-from agent.memory_provider import MemoryProvider
-
-class MyMemoryProvider(MemoryProvider):
-    @property
-    def name(self) -> str:
-        return "my-provider"
-
-    def is_available(self) -> bool:
-        """Check if this provider can activate. NO network calls."""
-        return bool(os.environ.get("MY_API_KEY"))
-
-    def initialize(self, session_id: str, **kwargs) -> None:
-        """Called once at agent startup.
-
-        kwargs always includes:
-          hermes_home (str): Active HERMES_HOME path. Use for storage.
-        """
-        self._api_key = os.environ.get("MY_API_KEY", "")
-        self._session_id = session_id
-
-    # ... implement remaining methods
-```
-
-### Initialization context
-
-`AIAgent` passes session context through `MemoryManager.initialize_all()` to
-`initialize(session_id, **kwargs)`. Accept `**kwargs` and tolerate missing optional
-fields; callers may initialize a provider without an agent or a session database.
-
-| Keyword | Meaning |
-|---|---|
-| `hermes_home` | Active profile's storage directory. |
-| `platform` | Session surface, such as `cli`, `gui`, `acp`, or `telegram`. |
-| `session_title` | Stored session title, when available. A display label is not necessarily a user-selected identity. |
-| `session_title_source` | Stored title provenance, when available: `derived`, `llm`, or `user`. Automatic sources must not be mistaken for explicit identity overrides; missing provenance retains a provider's legacy behavior. Shared constants live in `hermes_state_common.py`. |
-| `cwd` | Non-empty logical workspace supplied as `AIAgent(cwd=...)`, available before provider initialization. Omitted for `None` or an empty string. |
-| `gateway_session_key` | Stable messaging-chat identity for per-chat session isolation. |
-| `user_id`, `user_id_alt`, `user_name`, `chat_id` | Gateway identity fields, included when present. |
-| `agent_identity` | Active profile name, when available. |
-| `agent_workspace`, `agent_context` | Runtime agent scope (`hermes` and `primary` for the main agent). |
-
-Do not assume `os.getcwd()` identifies the conversation's workspace: one Desktop
-or gateway backend can serve several sessions. If `cwd` is absent and directory
-routing is needed, `agent.runtime_cwd.resolve_agent_cwd()` honors the session cwd
-context, then scoped `terminal.cwd` (carried internally as `TERMINAL_CWD`), then
-the launch directory. Construction-time workspace metadata does not require
-changing the process cwd or rebuilding an existing conversation's system prompt.
-
-Desktop/TUI workspace changes synchronize the live agent's `session_cwd` through
-`tui_gateway/session_workdir.py::_register_session_cwd`, including when a deferred
-agent is attached after a workspace move. This lets a first or restarted Codex
-app-server session use the current workspace instead of its construction-time
-cwd. It does not move an already-running Codex thread, reinitialize memory
-providers, change an existing Honcho session identity, or invalidate the cached
-system prompt. Provider initialization still receives the construction-time
-workspace; absent or empty cwd remains unpinned.
-
-## Required Methods
-
-### Core Lifecycle
-
-| Method | When Called | Must Implement? |
-|--------|-----------|-----------------|
-| `name` (property) | Always | **Yes** |
-| `is_available()` | Agent init, before activation | **Yes** — no network calls |
-| `initialize(session_id, **kwargs)` | Agent startup | **Yes** |
-| `get_tool_schemas()` | After init, for tool injection | **Yes** |
-| `handle_tool_call(tool_name, args, **kwargs)` | When agent uses your tools | **Yes** (if you have tools) |
-
-### Config
-
-| Method | Purpose | Must Implement? |
-|--------|---------|-----------------|
-| `get_config_schema()` | Declare config fields for `hermes memory setup` | **Yes** |
-| `save_config(values, hermes_home)` | Write non-secret config to native location | **Yes** (unless env-var-only) |
-
-### Optional Hooks
-
-| Method | When Called | Use Case |
-|--------|-----------|----------|
-| `system_prompt_block()` | System prompt assembly | Static provider info |
-| `prefetch(query, *, session_id="")` | Before each API call | Return recalled context |
-| `queue_prefetch(query, *, session_id="")` | After each turn | Pre-warm for next turn |
-| `sync_turn(user, assistant, *, session_id="", messages=None)` | After each completed turn | Persist conversation |
-| `on_session_end(messages)` | Conversation ends | Final extraction/flush |
-| `on_pre_compress(messages)` | Before context compression | Save insights before discard |
-| `on_memory_write(action, target, content)` | Built-in memory writes | Mirror to your backend |
-| `shutdown()` | Process exit | Clean up connections |
-
-### Oversized prefetch results
-
-External `prefetch()` results above the configured spill threshold are written
-to a private spill file and replaced with the configured head/tail preview.
-The preview includes the path so the agent can read the full result when it is
-actually needed. Results at or below the threshold are returned unchanged.
-
-This uses the shared `hooks.output_spill` settings (`10,000` characters by
-default); see [Plugins — oversized-context spill](/developer-guide/plugins/#oversized-context-spill).
-
-## Pre-Compress Checkpoints (fail-closed)
-
-`on_pre_compress()` is best-effort by default: if your provider raises, the
-host logs the failure and compression proceeds. That is the right default for
-insight extraction — and the wrong one for a provider whose job is to archive
-transcript evidence to a durable store *before* the lossy rewrite. For that
-case the host offers an opt-in checkpoint contract (API v2):
-
-```python
-from agent.memory_provider import MemoryProvider
-
-class MyArchivingProvider(MemoryProvider):
-    # Opt in: every successful on_pre_compress() return means the durable
-    # checkpoint is committed. Raise on any failure — do not return partial
-    # success. Version 1 (the inherited default) is the implicit historical
-    # contract: best-effort semantics, raw message list.
-    pre_compress_checkpoint_api_version = 2
-
-    def on_pre_compress(self, messages, *, require_checkpoint=False):
-        # require_checkpoint mirrors the operator's checkpoint_required
-        # setting: True means a raise here blocks the lossy rewrite.
-        ids = self._archive(messages)   # must be durable before returning
-        return f"checkpoint: {ids}"     # forwarded into the summary prompt
-```
-
-Operators enable enforcement per deployment:
-
-```yaml
-compression:
-  checkpoint_required: true   # default: false
-```
-
-With the gate on, compression **fails closed** before any lossy rewrite unless
-an active provider advertising the API completed its checkpoint: the
-uncompressed transcript is preserved, the compaction attempt errors with
-`BLOCKED_MISSING_PREREQUISITE`, and it can be retried once your store
-recovers. With the gate off (default), nothing changes for existing providers.
-
-The gate binds to every compaction authority, not just the Hermes
-summarizer: server-side native compaction (`compression.codex_responses_native`)
-is suppressed while the gate is armed, post-turn micro-compaction
-(`compression.micro_compact`) is forced off at agent init (it absorbs old
-exchanges into a rolling summary with no checkpoint hook in its path), and
-the `codex_app_server` API mode is refused at agent init — the codex agent
-compacts its own thread with no truthful pre-compaction boundary, so a
-required checkpoint cannot be guaranteed there. The checkpoint-aware Hermes
-compressor stays the only lossy authority.
-
-What your provider receives depends on its declared API version. Version 1
-providers (the implicit default — every pre-existing provider) keep the
-historical contract: the raw message list, exactly as before. Version 2
-checkpoint providers receive normalized direct evidence instead:
-user/assistant text rows only — tool results, system messages, the
-`tool_calls` payload of assistant messages (their prose is kept), and prior
-compaction summaries are filtered host-side. Prior summaries are recognized
-via a persistent `_compressed_summary` message marker that survives process
-restarts, so a resumed session never feeds derivative summaries back into
-your archive.
-
-**Checkpoints must be idempotent.** After a fail-closed block, the next
-compaction attempt calls `on_pre_compress()` again with the same transcript —
-and a transcript that grew only slightly produces largely overlapping
-evidence. Key your archive writes by content (for example a transcript
-digest) and upsert, so retries and overlaps deduplicate instead of
-accumulating duplicate archives.
-
-Contract tests: `tests/agent/test_pre_compress_checkpoint_contract.py`.
-
-## Config Schema
-
-`get_config_schema()` returns a list of field descriptors used by `hermes memory setup`:
-
-```python
-def get_config_schema(self):
-    return [
-        {
-            "key": "api_key",
-            "description": "My Provider API key",
-            "secret": True,           # → written to .env
-            "required": True,
-            "env_var": "MY_API_KEY",   # explicit env var name
-            "url": "https://my-provider.com/keys",  # where to get it
-        },
-        {
-            "key": "region",
-            "description": "Server region",
-            "default": "us-east",
-            "choices": ["us-east", "eu-west", "ap-south"],
-        },
-        {
-            "key": "project",
-            "description": "Project identifier",
-            "default": "hermes",
-        },
-    ]
-```
-
-Fields with `secret: True` and `env_var` go to `.env`. Non-secret fields are passed to `save_config()`.
-
-:::tip Minimal vs Full Schema
-Every field in `get_config_schema()` is prompted during `hermes memory setup`. Providers with many options should keep the schema minimal — only include fields the user **must** configure (API key, required credentials). Document optional settings in a config file reference (e.g. `$HERMES_HOME/myprovider.json`) rather than prompting for them all during setup. This keeps the setup wizard fast while still supporting advanced configuration. See the Supermemory provider for an example — it only prompts for the API key; all other options live in `supermemory.json`.
-:::
-
-## Save Config
-
-```python
-def save_config(self, values: dict, hermes_home: str) -> None:
-    """Write non-secret config to your native location."""
-    import json
-    from pathlib import Path
-    config_path = Path(hermes_home) / "my-provider.json"
-    config_path.write_text(json.dumps(values, indent=2))
-```
-
-For env-var-only providers, leave the default no-op.
-
-## Plugin Entry Point
-
-```python
-def register(ctx) -> None:
-    """Called by the memory plugin discovery system."""
-    ctx.register_memory_provider(MyMemoryProvider())
-```
-
-A provider may also expose read-only skills from the same callback. Skills are
-qualified by the entry-point name and are loaded only when that memory provider
-is active:
-
-```python
-from pathlib import Path
-
-SKILLS_DIR = Path(__file__).parent / "skills"
-
-def register(ctx) -> None:
-    ctx.register_memory_provider(MyMemoryProvider())
-    ctx.register_skill(
-        "maintenance",
-        SKILLS_DIR / "maintenance" / "SKILL.md",
-        "Maintain the provider's memory store",
-    )
-```
-
-With the `my-provider` entry point active, the skill is available as
-`my-provider:maintenance` through `skill_view()`.
-
-## plugin.yaml
-
-```yaml
-name: my-provider
-version: 1.0.0
-description: "Short description of what this provider does."
-hooks:
-  - on_session_end    # list hooks you implement
-```
-
-## Threading Contract
-
-**`sync_turn()` MUST be non-blocking.** If your backend has latency (API calls, LLM processing), run the work in a daemon thread — spawned with `agent.memory_provider.spawn_context_thread`, never a bare `threading.Thread`. Profile isolation (the active `HERMES_HOME`, the per-turn secret scope) lives in `contextvars`, and a plain thread starts with an empty context: under multiplexed profiles it would silently write into the *default* profile's store, and `get_secret()` fails closed there.
-
-```python
-from agent.memory_provider import spawn_context_thread
-
-def sync_turn(self, user_content, assistant_content, *, session_id="", messages=None):
-    def _sync():
-        try:
-            self._api.ingest(user_content, assistant_content, session_id=session_id, messages=messages)
-        except Exception as e:
-            logger.warning("Sync failed: %s", e)
-
-    if self._sync_thread and self._sync_thread.is_alive():
-        self._sync_thread.join(timeout=5.0)
-    self._sync_thread = spawn_context_thread(_sync, name="myprovider-sync")
-    self._sync_thread.start()
-```
-
-The same applies to prefetch and writer threads. Small JSON config sidecars (`$HERMES_HOME/<provider>.json`) are read with `utils.read_json_or_empty` and written with `utils.atomic_json_write`; anything under `config.yaml` goes through `hermes_cli.config.save_config(..., merge_existing=True)`.
-
-`messages` is optional OpenAI-style conversation context as of the completed
-turn. When present, it includes user/assistant messages, assistant tool calls,
-and tool result messages. Providers that do not need raw turn context can omit
-the `messages` parameter; Hermes will continue calling them with the legacy
-signature.
-
-Cloud providers should document what parts of `messages` are sent off-device.
-Tool calls and tool results may contain file paths, command output, or other
-workspace data.
-
-## Profile Isolation
-
-All storage paths **must** use the `hermes_home` kwarg from `initialize()`, not hardcoded `~/.hermes`:
-
-```python
-# CORRECT — profile-scoped
-from hermes_constants import get_hermes_home
-data_dir = get_hermes_home() / "my-provider"
-
-# WRONG — shared across all profiles
-data_dir = Path("~/.hermes/my-provider").expanduser()
-```
-
-## Testing
-
-See `tests/agent/test_memory_provider.py` and adjacent memory tests (`tests/agent/test_memory_session_switch.py`, `tests/agent/test_memory_user_id.py`, `tests/agent/test_memory_provider_init.py`) for end-to-end patterns.
-
-```python
-from agent.memory_manager import MemoryManager
-
-mgr = MemoryManager()
-mgr.add_provider(my_provider)
-mgr.initialize_all(session_id="test-1", platform="cli")
-
-# Test tool routing
-result = mgr.handle_tool_call("my_tool", {"action": "add", "content": "test"})
-
-# Test lifecycle
-mgr.sync_all("user msg", "assistant msg")
-mgr.on_session_end([])
-mgr.shutdown_all()
-```
-
-## Adding CLI Commands
-
-Memory provider plugins can register their own CLI subcommand tree (e.g. `hermes my-provider status`, `hermes my-provider config`). This uses a convention-based discovery system — no changes to core files needed.
-
-### How it works
-
-1. Add a `cli.py` file to your plugin directory
-2. Define a `register_cli(subparser)` function that builds the argparse tree
-3. The memory plugin system discovers it at startup via `discover_plugin_cli_commands()`
-4. Your commands appear under `hermes <provider-name> <subcommand>`
-
-**Active-provider gating:** Your CLI commands only appear when your provider is the active `memory.provider` in config. If a user hasn't configured your provider, your commands won't show in `hermes --help`.
-
-### Example
-
-```python
-# plugins/memory/my-provider/cli.py
-
-def my_command(args):
-    """Handler dispatched by argparse."""
-    sub = getattr(args, "my_command", None)
-    if sub == "status":
-        print("Provider is active and connected.")
-    elif sub == "config":
-        print("Showing config...")
-    else:
-        print("Usage: hermes my-provider <status|config>")
-
-def register_cli(subparser) -> None:
-    """Build the hermes my-provider argparse tree.
-
-    Called by discover_plugin_cli_commands() at argparse setup time.
-    """
-    subs = subparser.add_subparsers(dest="my_command")
-    subs.add_parser("status", help="Show provider status")
-    subs.add_parser("config", help="Show provider config")
-    subparser.set_defaults(func=my_command)
-```
-
-### Reference implementation
-
-See `plugins/memory/honcho/cli.py` for a full example with 13 subcommands, cross-profile management (`--target-profile`), and config read/write.
-
-### Directory structure with CLI
-
-```
-plugins/memory/my-provider/
-├── __init__.py      # MemoryProvider implementation + register()
-├── plugin.yaml      # Metadata
-├── cli.py           # register_cli(subparser) — CLI commands
-└── README.md        # Setup instructions
-```
-
-## Single Provider Rule
-
-Only **one** external memory provider can be active at a time. If a user tries to register a second, the MemoryManager rejects it with a warning. This prevents tool schema bloat and conflicting backends.