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425 lines
18 KiB
Markdown
425 lines
18 KiB
Markdown
---
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sidebar_position: 8
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title: "Memory Provider Plugins"
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description: "How to build a memory provider plugin for Hermes Agent"
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---
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# Building a Memory Provider Plugin
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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.
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:::tip
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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`.
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:::
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## Installation Layouts
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Hermes discovers memory providers from four sources, in this precedence order:
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| Source | Location | Notes |
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|---|---|---|
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| Bundled | `plugins/memory/<name>/` | Ships with Hermes. Closed to new providers — see [CONTRIBUTING](https://github.com/NousResearch/hermes-agent/blob/main/CONTRIBUTING.md). |
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| User | `$HERMES_HOME/plugins/<name>/` | Dropped in by the user, per profile. |
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| Project | `./.hermes/plugins/<name>/` | Opt-in via `HERMES_ENABLE_PROJECT_PLUGINS=1`. |
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| Package | `hermes_agent.memory_providers` entry point | `pip install`, nothing to copy. |
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Earlier sources win on a name collision, so a directory dropped into a working
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tree can never shadow a shipped provider.
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:::note
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This is the reverse of the general plugin system's later-wins order. A memory
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provider is activated by *name* (`memory.provider`), so shadowing would
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silently redirect the agent's memory rather than merely override a tool.
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:::
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Discovery only *enumerates* — it never imports a provider. Nothing runs until
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`memory.provider` names it.
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### Directory Provider
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A directory provider lives in `plugins/memory/<name>/` when bundled with
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Hermes, in `$HERMES_HOME/plugins/<name>/` when installed by a user, or in
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`./.hermes/plugins/<name>/` for a project-local one:
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```
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plugins/memory/my-provider/
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├── __init__.py # MemoryProvider implementation + register() entry point
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├── plugin.yaml # Metadata (name, description, hooks)
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└── README.md # Setup instructions, config reference, tools
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```
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### Packaged Provider
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A pip-installed provider publishes an entry point in the
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`hermes_agent.memory_providers` group. The entry-point name is the provider
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name users select in `memory.provider`; its value points to the provider's
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`register(ctx)` function:
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```toml title="pyproject.toml"
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[project.entry-points."hermes_agent.memory_providers"]
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my-provider = "my_provider:register"
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```
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Point the entry point at the **package**, or at a `register(ctx)` inside it, and
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keep your implementation, skills, and other resources in the normal Python
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package layout. No copy under `$HERMES_HOME/plugins/` is required.
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A package entry point gets everything a directory install does, including the
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two files Hermes reads from disk rather than importing — `config_schema.py`
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(the dashboard config panel) and `cli.py` (your `hermes <provider>`
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subcommands). Both are found next to your package's `__init__.py`, so point the
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entry point at a package rather than a single module if you ship either.
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## The MemoryProvider ABC
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Your plugin implements the `MemoryProvider` abstract base class from `agent/memory_provider.py`:
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```python
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from agent.memory_provider import MemoryProvider
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class MyMemoryProvider(MemoryProvider):
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@property
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def name(self) -> str:
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return "my-provider"
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def is_available(self) -> bool:
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"""Check if this provider can activate. NO network calls."""
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return bool(os.environ.get("MY_API_KEY"))
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def initialize(self, session_id: str, **kwargs) -> None:
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"""Called once at agent startup.
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kwargs always includes:
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hermes_home (str): Active HERMES_HOME path. Use for storage.
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"""
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self._api_key = os.environ.get("MY_API_KEY", "")
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self._session_id = session_id
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# ... implement remaining methods
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```
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## Required Methods
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### Core Lifecycle
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| Method | When Called | Must Implement? |
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|--------|-----------|-----------------|
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| `name` (property) | Always | **Yes** |
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| `is_available()` | Agent init, before activation | **Yes** — no network calls |
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| `initialize(session_id, **kwargs)` | Agent startup | **Yes** |
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| `get_tool_schemas()` | After init, for tool injection | **Yes** |
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| `handle_tool_call(tool_name, args, **kwargs)` | When agent uses your tools | **Yes** (if you have tools) |
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### Config
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| Method | Purpose | Must Implement? |
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|--------|---------|-----------------|
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| `get_config_schema()` | Declare config fields for `hermes memory setup` | **Yes** |
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| `save_config(values, hermes_home)` | Write non-secret config to native location | **Yes** (unless env-var-only) |
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### Optional Hooks
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| Method | When Called | Use Case |
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|--------|-----------|----------|
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| `system_prompt_block()` | System prompt assembly | Static provider info |
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| `prefetch(query, *, session_id="")` | Before each API call | Return recalled context |
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| `queue_prefetch(query, *, session_id="")` | After each turn | Pre-warm for next turn |
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| `sync_turn(user, assistant, *, session_id="", messages=None)` | After each completed turn | Persist conversation |
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| `on_session_end(messages)` | Conversation ends | Final extraction/flush |
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| `on_pre_compress(messages)` | Before context compression | Save insights before discard |
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| `on_memory_write(action, target, content)` | Built-in memory writes | Mirror to your backend |
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| `shutdown()` | Process exit | Clean up connections |
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### Oversized prefetch results
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External `prefetch()` results above the configured spill threshold are written
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to a private spill file and replaced with the configured head/tail preview.
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The preview includes the path so the agent can read the full result when it is
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actually needed. Results at or below the threshold are returned unchanged.
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This uses the shared `hooks.output_spill` settings (`10,000` characters by
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default); see [Plugins — oversized-context spill](/developer-guide/plugins/#oversized-context-spill).
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## Pre-Compress Checkpoints (fail-closed)
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`on_pre_compress()` is best-effort by default: if your provider raises, the
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host logs the failure and compression proceeds. That is the right default for
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insight extraction — and the wrong one for a provider whose job is to archive
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transcript evidence to a durable store *before* the lossy rewrite. For that
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case the host offers an opt-in checkpoint contract (API v2):
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```python
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from agent.memory_provider import MemoryProvider
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class MyArchivingProvider(MemoryProvider):
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# Opt in: every successful on_pre_compress() return means the durable
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# checkpoint is committed. Raise on any failure — do not return partial
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# success. Version 1 (the inherited default) is the implicit historical
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# contract: best-effort semantics, raw message list.
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pre_compress_checkpoint_api_version = 2
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def on_pre_compress(self, messages, *, require_checkpoint=False):
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# require_checkpoint mirrors the operator's checkpoint_required
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# setting: True means a raise here blocks the lossy rewrite.
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ids = self._archive(messages) # must be durable before returning
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return f"checkpoint: {ids}" # forwarded into the summary prompt
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```
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Operators enable enforcement per deployment:
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```yaml
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compression:
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checkpoint_required: true # default: false
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```
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With the gate on, compression **fails closed** before any lossy rewrite unless
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an active provider advertising the API completed its checkpoint: the
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uncompressed transcript is preserved, the compaction attempt errors with
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`BLOCKED_MISSING_PREREQUISITE`, and it can be retried once your store
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recovers. With the gate off (default), nothing changes for existing providers.
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The gate binds to every compaction authority, not just the Hermes
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summarizer: server-side native compaction (`compression.codex_responses_native`)
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is suppressed while the gate is armed, post-turn micro-compaction
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(`compression.micro_compact`) is forced off at agent init (it absorbs old
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exchanges into a rolling summary with no checkpoint hook in its path), and
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the `codex_app_server` API mode is refused at agent init — the codex agent
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compacts its own thread with no truthful pre-compaction boundary, so a
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required checkpoint cannot be guaranteed there. The checkpoint-aware Hermes
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compressor stays the only lossy authority.
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What your provider receives depends on its declared API version. Version 1
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providers (the implicit default — every pre-existing provider) keep the
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historical contract: the raw message list, exactly as before. Version 2
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checkpoint providers receive normalized direct evidence instead:
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user/assistant text rows only — tool results, system messages, the
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`tool_calls` payload of assistant messages (their prose is kept), and prior
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compaction summaries are filtered host-side. Prior summaries are recognized
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via a persistent `_compressed_summary` message marker that survives process
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restarts, so a resumed session never feeds derivative summaries back into
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your archive.
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**Checkpoints must be idempotent.** After a fail-closed block, the next
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compaction attempt calls `on_pre_compress()` again with the same transcript —
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and a transcript that grew only slightly produces largely overlapping
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evidence. Key your archive writes by content (for example a transcript
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digest) and upsert, so retries and overlaps deduplicate instead of
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accumulating duplicate archives.
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Contract tests: `tests/agent/test_pre_compress_checkpoint_contract.py`.
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## Config Schema
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`get_config_schema()` returns a list of field descriptors used by `hermes memory setup`:
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```python
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def get_config_schema(self):
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return [
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{
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"key": "api_key",
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"description": "My Provider API key",
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"secret": True, # → written to .env
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"required": True,
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"env_var": "MY_API_KEY", # explicit env var name
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"url": "https://my-provider.com/keys", # where to get it
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},
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{
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"key": "region",
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"description": "Server region",
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"default": "us-east",
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"choices": ["us-east", "eu-west", "ap-south"],
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},
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{
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"key": "project",
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"description": "Project identifier",
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"default": "hermes",
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},
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]
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```
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Fields with `secret: True` and `env_var` go to `.env`. Non-secret fields are passed to `save_config()`.
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:::tip Minimal vs Full Schema
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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`.
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:::
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## Save Config
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```python
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def save_config(self, values: dict, hermes_home: str) -> None:
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"""Write non-secret config to your native location."""
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import json
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from pathlib import Path
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config_path = Path(hermes_home) / "my-provider.json"
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config_path.write_text(json.dumps(values, indent=2))
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```
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For env-var-only providers, leave the default no-op.
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## Plugin Entry Point
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```python
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def register(ctx) -> None:
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"""Called by the memory plugin discovery system."""
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ctx.register_memory_provider(MyMemoryProvider())
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```
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A provider may also expose read-only skills from the same callback. Skills are
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qualified by the entry-point name and are loaded only when that memory provider
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is active:
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```python
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from pathlib import Path
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SKILLS_DIR = Path(__file__).parent / "skills"
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def register(ctx) -> None:
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ctx.register_memory_provider(MyMemoryProvider())
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ctx.register_skill(
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"maintenance",
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SKILLS_DIR / "maintenance" / "SKILL.md",
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"Maintain the provider's memory store",
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)
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```
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With the `my-provider` entry point active, the skill is available as
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`my-provider:maintenance` through `skill_view()`.
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## plugin.yaml
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```yaml
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name: my-provider
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version: 1.0.0
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description: "Short description of what this provider does."
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hooks:
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- on_session_end # list hooks you implement
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```
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## Threading Contract
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**`sync_turn()` MUST be non-blocking.** If your backend has latency (API calls, LLM processing), run the work in a daemon thread:
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```python
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def sync_turn(self, user_content, assistant_content, *, session_id="", messages=None):
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def _sync():
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try:
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self._api.ingest(user_content, assistant_content, session_id=session_id, messages=messages)
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except Exception as e:
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logger.warning("Sync failed: %s", e)
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if self._sync_thread and self._sync_thread.is_alive():
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self._sync_thread.join(timeout=5.0)
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self._sync_thread = threading.Thread(target=_sync, daemon=True)
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self._sync_thread.start()
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```
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`messages` is optional OpenAI-style conversation context as of the completed
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turn. When present, it includes user/assistant messages, assistant tool calls,
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and tool result messages. Providers that do not need raw turn context can omit
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the `messages` parameter; Hermes will continue calling them with the legacy
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signature.
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Cloud providers should document what parts of `messages` are sent off-device.
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Tool calls and tool results may contain file paths, command output, or other
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workspace data.
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## Profile Isolation
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All storage paths **must** use the `hermes_home` kwarg from `initialize()`, not hardcoded `~/.hermes`:
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```python
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# CORRECT — profile-scoped
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from hermes_constants import get_hermes_home
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data_dir = get_hermes_home() / "my-provider"
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# WRONG — shared across all profiles
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data_dir = Path("~/.hermes/my-provider").expanduser()
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```
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## Testing
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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/run_agent/test_memory_provider_init.py`) for end-to-end patterns.
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```python
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from agent.memory_manager import MemoryManager
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mgr = MemoryManager()
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mgr.add_provider(my_provider)
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mgr.initialize_all(session_id="test-1", platform="cli")
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# Test tool routing
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result = mgr.handle_tool_call("my_tool", {"action": "add", "content": "test"})
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# Test lifecycle
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mgr.sync_all("user msg", "assistant msg")
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mgr.on_session_end([])
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mgr.shutdown_all()
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```
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## Adding CLI Commands
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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.
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### How it works
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1. Add a `cli.py` file to your plugin directory
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2. Define a `register_cli(subparser)` function that builds the argparse tree
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3. The memory plugin system discovers it at startup via `discover_plugin_cli_commands()`
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4. Your commands appear under `hermes <provider-name> <subcommand>`
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**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`.
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### Example
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```python
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# plugins/memory/my-provider/cli.py
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def my_command(args):
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"""Handler dispatched by argparse."""
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sub = getattr(args, "my_command", None)
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if sub == "status":
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print("Provider is active and connected.")
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elif sub == "config":
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print("Showing config...")
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else:
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print("Usage: hermes my-provider <status|config>")
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def register_cli(subparser) -> None:
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"""Build the hermes my-provider argparse tree.
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Called by discover_plugin_cli_commands() at argparse setup time.
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"""
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subs = subparser.add_subparsers(dest="my_command")
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subs.add_parser("status", help="Show provider status")
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subs.add_parser("config", help="Show provider config")
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subparser.set_defaults(func=my_command)
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```
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### Reference implementation
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See `plugins/memory/honcho/cli.py` for a full example with 13 subcommands, cross-profile management (`--target-profile`), and config read/write.
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### Directory structure with CLI
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```
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plugins/memory/my-provider/
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├── __init__.py # MemoryProvider implementation + register()
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├── plugin.yaml # Metadata
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├── cli.py # register_cli(subparser) — CLI commands
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└── README.md # Setup instructions
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```
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## Single Provider Rule
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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.
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## `HERMES_HOME` survival contract (what wrappers can rely on)
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For wrapper-style providers that keep their runtime in a sidecar venv outside Hermes-managed Python (no dependency surface — no `pyproject.toml`, `pip_dependencies`, or `python_dependencies` — at the scanned plugin root; a `pyproject.toml` belonging solely to an external or nested sidecar is not scanned):
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- **Location.** `$HERMES_HOME/plugins/<name>/` is the profile-scoped plugin location, and `HERMES_HOME` follows the active context override, then `$HERMES_HOME`, then the platform default. Propagate `HERMES_HOME` when launching the wrapper or sidecar so profile isolation holds; `MemoryManager.initialize_all` injects the active `hermes_home` into every provider.
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- **Survival.** Ordinary Hermes updates — including managed-venv rebuild/replacement by pm — do not delete or rewrite `$HERMES_HOME/plugins/**`. An installed wrapper directory and its marker file (e.g. `mnemosyne-wrapper.json`) survive. Explicit plugin updates and deletion flows (`hermes uninstall`, `hermes plugins remove`, profile deletion, user deletion) are excluded from this guarantee.
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- **Sidecar isolation.** A plugin root with no dependency surface never joins the pm workspace dependency union; a resync or venv rebuild neither provisions deps for it nor touches its tree.
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- **Conflicts.** For native shared-venv plugins, an unsatisfiable dependency union fails loudly: the candidate plugin stays unenabled and unimported (the admission authority refuses before publishing config, reporting the plugin identity plus the resolver's reason, with a re-enable/retry path and a machine-readable pm receipt). Dependency resolution does not automatically disable other plugins or run a bisect. Explicit plugin updates, removal, and independent security gates are separate operations.
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