The #1 support issue with Slack is 'bot works in DMs but not channels'.
This is almost always caused by missing event subscriptions (message.channels,
message.groups) or missing OAuth scopes (channels:history, groups:history).
Changes:
- slack.md: Move channels:history and groups:history from optional to required
scopes. Move message.channels and message.groups to required events. Add new
'How the Bot Responds' section explaining DM vs channel behavior. Add Step 8
for inviting bot to channels. Expand troubleshooting table with specific
'works in DMs not channels' entry. Add quick checklist for channel debugging.
- setup.py: Expand Slack setup wizard with all required scopes, event
subscriptions, and a warning that without message.channels/message.groups
the bot only works in DMs. Add link to full docs. Improve Member ID
discovery instructions.
- config.py: Update SLACK_BOT_TOKEN and SLACK_APP_TOKEN descriptions to list
required scopes and event subscriptions inline.
When switching FROM Codex/Nous/custom TO OpenRouter via 'hermes setup',
the old provider stayed active because setup only saved the API key but
never updated config.yaml or auth.json. This caused resolve_provider()
to keep returning the old provider (e.g. openai-codex) even after the
user selected OpenRouter.
Fix: the OpenRouter path in setup now deactivates any OAuth provider
in auth.json and writes model.provider='openrouter' to config.yaml,
matching what all other provider paths already do.
Three issues caused the gateway to display 'openrouter' instead of
'Custom endpoint' when users configured a custom OAI-compatible endpoint:
1. hermes setup: custom endpoint path saved OPENAI_BASE_URL and
OPENAI_API_KEY to .env but never wrote model.provider to config.yaml.
All other providers (Codex, z.ai, Kimi, etc.) call
_update_config_for_provider() which sets this — custom was the only
path that skipped it. Now writes model.provider='custom' and
model.base_url to config.yaml.
2. hermes model: custom endpoint set model.provider='auto' in config.yaml.
The CLI display had a hack to detect OPENAI_BASE_URL and override to
'custom', but the gateway didn't. Now sets model.provider='custom'
directly.
3. gateway /model and /provider commands: defaulted to 'openrouter' and
read config.yaml — which had no provider set. Added OPENAI_BASE_URL
detection fallback (same pattern the CLI uses) as a defensive catch
for existing users who set up before this fix.
The wizard and tools_command each loaded their own config dict. When
tools_command saved platform_toolsets (with MoA/HA disabled), the
wizard's final save_config() overwrote it with its own dict that lacked
platform_toolsets entirely — resetting everything to defaults.
Fix: pass the wizard's config dict into tools_command so they share the
same object. Now platform_toolsets survives the wizard's final save.
On fresh installs, the multi-level curses menu flow (platform menu →
checklist → loop back → Done) was unreliable — users could end up
skipping API key configuration entirely.
Now the setup wizard passes first_install=True to tools_command(), which:
- Skips the platform selection menu entirely
- Goes straight to the tool checklist
- Prompts for API keys on ALL selected tools that need them
- Linear flow, no loop — impossible to accidentally skip
Returning users (hermes tools / hermes setup tools) get the existing
platform menu loop as before.
The setup wizard imported `get_codex_models` which does not exist;
the actual function is `get_codex_model_ids`. This caused a runtime
ImportError when selecting the openai-codex provider during setup.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Added functionality to detect the appropriate Z.AI endpoint based on the provided API key, accommodating different billing plans and regions. The setup process now probes available endpoints and updates the configuration accordingly, enhancing user experience and reducing potential billing errors. Updated the setup model provider function to integrate this new detection logic.
- tools_config.py: Add 'Local Browser' as first provider option
(no API keys needed, same npm install for agent-browser)
- setup.py: Show 'Browser Automation (local)' when agent-browser
CLI is found but no Browserbase key is set
- config.py: Mark BROWSERBASE_* descriptions as optional
- status.py: Note that local browser works without Browserbase
uv pip install requires a virtual environment by default. When hermes
is installed system-wide or via pipx, the setup wizard's SDK installs
(daytona, swe-rex[modal], tinker-atropos) fail with 'No virtual
environment found'. Fix by passing --python sys.executable to uv,
which targets the correct Python regardless of venv state.
Also show the actual error message on install failure so users can
debug.
config['model'] can be a dict (old format: {default, base_url, provider})
or a string (new format). The setup wizard was showing the raw dict in
'Keep current' and 'Model set to' messages. Now extracts the model name
from either format.
Both 'hermes tools' and 'hermes setup tools' now use the same unified
flow in tools_config.py:
1. Select platform (CLI, Telegram, Discord, etc.)
2. Toggle all 18 toolsets on/off in checklist
3. Newly enabled tools that need API keys → provider-aware config
(e.g., TTS shows Edge/OpenAI/ElevenLabs picker)
4. Already-configured tools that stay enabled → silent, no prompts
5. Menu option: 'Reconfigure an existing tool' for updating
providers or API keys on tools that are already set up
Key changes:
- Move TOOL_CATEGORIES, provider config, and post-setup hooks from
setup.py to tools_config.py
- Replace flat _check_and_prompt_requirements() with provider-aware
_configure_toolset() that uses TOOL_CATEGORIES
- Add _reconfigure_tool() flow for updating existing configs
- setup.py's setup_tools() now delegates to tools_command()
- tools_command() menu adds 'Reconfigure' option alongside platforms
- Only prompt for API keys on tools that are NEWLY toggled on AND
don't already have keys configured
No breaking changes. All 2013 tests pass.
simple_term_menu miscalculates string widths when labels contain
ANSI escape codes (from color()) or em dashes, causing duplicated
and garbled lines on arrow key navigation.
Replace color() status indicators with plain text [configured]/[active]
and em dashes with regular dashes in all prompt_choice/prompt_checklist
labels.
Restructure the monolithic hermes setup wizard into independently-runnable
sections with a category-first tool configuration experience.
Changes:
- Break setup into 5 sections: model, terminal, gateway, tools, agent
- Each section is a standalone function, runnable individually via
'hermes setup model', 'hermes setup terminal', etc.
- Returning users get a menu: Quick Setup / Full Setup / individual sections
- First-time users get a guided walkthrough of all sections
Tool Configuration UX overhaul:
- Replace flat API key checklist with category-first approach
- Show tool types (TTS, Web Search, Image Gen, etc.) as top-level items
- Within each category, let users pick a provider:
- TTS: Microsoft Edge (Free), OpenAI, ElevenLabs
- Web: Firecrawl Cloud, Firecrawl Self-Hosted
- Image Gen: FAL.ai
- Browser: Browserbase
- Smart Home: Home Assistant
- RL Training: Tinker/Atropos
- GitHub: Personal Access Token
- Shows configured status on each tool and provider
- Only prompts for API keys after provider selection
Also:
- Add section argument to setup argparse parser in main.py
- Update summary to show new section commands
- Add self-hosted Firecrawl and Home Assistant to tool setup
- All 2013 tests pass
When `fetch_nous_models()` fails silently during setup, the model
selection falls through to the OpenRouter static list. Users then pick
models in OpenRouter format (e.g. `anthropic/claude-opus-4.6`) which
the Nous inference API rejects with a 400 "missing model" error.
Add an explicit `elif selected_provider == "nous"` branch that prompts
for manual model entry instead of falling through to the generic
OpenRouter fallback.
Adds 4 new direct API-key providers (zai, kimi-coding, minimax, minimax-cn)
to the inference provider system. All use standard OpenAI-compatible
chat/completions endpoints with Bearer token auth.
Core changes:
- auth.py: Extended ProviderConfig with api_key_env_vars and base_url_env_var
fields. Added providers to PROVIDER_REGISTRY. Added provider aliases
(glm, z-ai, zhipu, kimi, moonshot). Added auto-detection of API-key
providers in resolve_provider(). Added resolve_api_key_provider_credentials()
and get_api_key_provider_status() helpers.
- runtime_provider.py: Added generic API-key provider branch in
resolve_runtime_provider() — any provider with auth_type='api_key'
is automatically handled.
- main.py: Added providers to hermes model menu with generic
_model_flow_api_key_provider() flow. Updated _has_any_provider_configured()
to check all provider env vars. Updated argparse --provider choices.
- setup.py: Added providers to setup wizard with API key prompts and
curated model lists.
- config.py: Added env vars (GLM_API_KEY, KIMI_API_KEY, MINIMAX_API_KEY,
etc.) to OPTIONAL_ENV_VARS.
- status.py: Added API key display and provider status section.
- doctor.py: Added connectivity checks for each provider endpoint.
- cli.py: Updated provider docstrings.
Docs: Updated README.md, .env.example, cli-config.yaml.example,
cli-commands.md, environment-variables.md, configuration.md.
Tests: 50 new tests covering registry, aliases, resolution, auto-detection,
credential resolution, and runtime provider dispatch.
Inspired by PR #33 (numman-ali) which proposed a provider registry approach.
Credit to tars90percent (PR #473) and manuelschipper (PR #420) for related
provider improvements merged earlier in this changeset.
Previously pressing Escape in any setup wizard menu called sys.exit(1),
killing the entire wizard with no way to recover. Now:
- prompt_choice: Escape keeps the current default and moves on (prints
'Skipped (keeping current)'). Shows '↑/↓ Navigate Enter Select
Esc Skip Ctrl+C Exit' hint.
- prompt_checklist: Escape returns pre-selected items instead of empty
list. Shows 'SPACE Toggle ENTER Confirm ESC Skip Ctrl+C Exit'.
- prompt_yes_no: now catches KeyboardInterrupt/EOFError properly.
- Fallback number prompts also show control hints.
Ctrl+C still exits the wizard cleanly.
Add Daytona as a backend choice in the interactive setup wizard with
SDK installation and API key prompts. Show Daytona image in status
output and validate API key + SDK in doctor checks. Add OPTION 6
example in cli-config.yaml.example.
Signed-off-by: rovle <lovre.pesut@gmail.com>
Authored by jdblackstar. Catches runtime exceptions from TerminalMenu
init (e.g. CalledProcessError from tput with unknown TERM like
xterm-ghostty over SSH) and falls through to the text-based menu.
Implemented checks to ensure that necessary binaries (Docker, Singularity, SSH) are installed for the selected backend in the setup wizard. If a required binary is missing, the user is prompted to proceed with a fallback to the local backend. This enhances user experience by preventing potential runtime errors due to missing dependencies.
Introduced interactive prompts for configuring container resource settings (CPU, memory, disk, persistence) during the setup wizard. Updated the default configuration to include these settings and improved user guidance on their implications for Docker, Singularity, and Modal backends. This enhancement aims to streamline the setup process and provide users with clearer options for resource management.
Updated the setup wizard to improve clarity around gateway service installation and management. Added prompts for users to install and start the gateway as a system service on Linux and macOS, while refining messaging for home channel configuration. This enhances the overall user experience during the setup process.
Updated the interactive setup in hermes CLI to remove emoji characters from menu choices. This change addresses visual issues caused by emoji miscalculations during terminal redraws, ensuring a cleaner and more readable interface for users.
Modified the setup wizard to ensure it only skips execution when no terminal is available, improving compatibility with piped installations. Additionally, updated environment variable checks to use bool() for accurate provider configuration detection, addressing potential issues with empty values in .env files.
The is_existing check included 'get_config_path().exists()' which is
always True after installation (the installer copies config.yaml from
the template). This caused the wizard to enter quick mode, which
skips provider selection entirely — leaving hermes non-functional.
Fix: only consider it an existing installation when an actual
inference provider is configured (OPENROUTER_API_KEY, OPENAI_BASE_URL,
or an active OAuth provider). Fresh installs now correctly show the
full setup flow with provider selection.
Updated the README and messaging documentation to clarify the two modes for WhatsApp integration: 'bot' mode (recommended) and 'self-chat' mode. Improved setup instructions to guide users through the configuration process, including allowlist management and dependency installation. Adjusted CLI commands to reflect these changes and ensure a smoother user experience. Additionally, modified the WhatsApp bridge to support the new mode functionality.
- Enhanced Codex model discovery by fetching available models from the API, with fallback to local cache and defaults.
- Updated the context compressor's summary target tokens to 2500 for improved performance.
- Added external credential detection for Codex CLI to streamline authentication.
- Refactored various components to ensure consistent handling of authentication and model selection across the application.
- Added configuration options for automatic session resets based on inactivity or daily boundaries in cli-config.yaml.
- Enhanced SessionResetPolicy class to support a "none" mode for no auto-resets.
- Implemented memory flushing before session resets in SessionStore to preserve important information.
- Updated setup wizard to guide users in configuring session reset preferences.
- Added functionality to keep the .env file in sync with terminal configuration settings in config.yaml, ensuring terminal_tool can directly access necessary environment variables.
- Updated setup wizard to save selected backend and associated Docker image to .env for improved consistency and usability.
- Updated exception handling in multiple prompt functions to catch NotImplementedError alongside ImportError, improving robustness across the application.
- Ensured fallback mechanisms are clearly documented for better understanding of platform limitations.
- Updated messaging in the checklist prompts to simplify instructions for item selection, changing "Press SPACE to select items, then ENTER on Continue" to "SPACE to toggle, ENTER to confirm."
- Removed the "Continue →" entry from the menu items to streamline the selection process.
- Enhanced user experience by clarifying input prompts and removing unnecessary options, ensuring a more intuitive interaction.
- Introduced a new helper function to handle API key prompts, improving code organization and readability.
- Enhanced user experience by providing a formatted display for API key input, including tool descriptions and URLs.
- Simplified the setup wizard by replacing inline API key handling with the new helper function, ensuring consistent messaging and feedback during configuration.
- Modified the prompt in the setup wizard to clarify the selection process, instructing users to press SPACE to select items and ENTER to continue, enhancing user experience during configuration.
- Updated the setup wizard to present messaging platforms as a checklist, allowing users to select which platforms to configure.
- Preserved the order of platforms while grouping them for improved clarity.
- Enhanced user prompts for setting up each selected messaging platform, streamlining the configuration process.
- Changed default value for HERMES_TOOL_PROGRESS from "false" to "true" to enable tool progress notifications by default.
- Updated default value for HERMES_TOOL_PROGRESS_MODE from "new" to "all" to provide more comprehensive progress updates.
- Enhanced the setup wizard prompts for enabling tool progress messages and context compression, improving user guidance and experience.
- Updated the OPTIONAL_ENV_VARS dictionary to include a new "category" field for better organization of environment variables.
- Improved the setup wizard to categorize missing optional environment variables into tools and messaging platforms, enhancing user experience during configuration.
- Streamlined the prompts for configuring tools and messaging platforms, allowing for a more intuitive setup process.
- Updated the environment variable name from HERMES_OPENAI_API_KEY to VOICE_TOOLS_OPENAI_KEY across multiple files to avoid interference with OpenRouter.
- Adjusted related error messages and configuration prompts to reflect the new variable name, ensuring consistency throughout the codebase.
- Eliminated the multi_select_cursor_brackets_style parameter from the prompt_checklist function, simplifying the code and improving clarity in the multi-select user interface.
- Cleared the REQUIRED_ENV_VARS dictionary as no single environment variable is universally required.
- Enhanced the OPTIONAL_ENV_VARS with improved descriptions and added advanced options for better user guidance.
- Introduced a new prompt_checklist function to allow users to select tools during setup, improving the configuration experience.
- Updated the setup wizard to handle missing optional environment variables using the new checklist, streamlining the tool configuration process.
- Introduced a new channel directory to cache reachable channels/contacts for messaging platforms, enhancing the send_message tool's ability to resolve human-friendly names to numeric IDs.
- Added functionality to mirror sent messages into the target's session transcript, providing context for cross-platform message delivery.
- Updated the send_message tool to support listing available targets and improved error handling for channel resolution.
- Enhanced the gateway to build and refresh the channel directory during startup and at regular intervals, ensuring up-to-date channel information.
- Updated various modules including cli.py, run_agent.py, gateway, and tools to replace silent exception handling with structured logging.
- Improved error messages to provide more context, aiding in debugging and monitoring.
- Ensured consistent logging practices throughout the codebase, enhancing traceability and maintainability.
- Updated the README to include a new banner image and changed the title emoji from 🦋 to ⚕.
- Modified various CLI outputs and scripts to reflect the new branding, ensuring consistency in the use of the ⚕ emoji.
- Added a new banner image asset for enhanced visual appeal during installation and setup processes.
- Implemented a multi-provider authentication system for the Hermes Agent, supporting OAuth for Nous Portal and traditional API key methods for OpenRouter and custom endpoints.
- Enhanced CLI with commands for logging in and out of providers, allowing users to authenticate and manage their credentials easily.
- Updated configuration options to select inference providers, with detailed documentation on usage and setup.
- Improved status reporting to include authentication status and provider details, enhancing user awareness of their current configuration.
- Added new files for authentication handling and updated existing components to integrate the new provider system.
- Added a new `skill_manager_tool` to enable agents to create, update, and delete their own skills, enhancing procedural memory capabilities.
- Updated the skills directory structure to support user-created skills in `~/.hermes/skills/`, allowing for better organization and management.
- Enhanced the CLI and documentation to reflect the new skill management functionalities, including detailed instructions on creating and modifying skills.
- Implemented a manifest-based syncing mechanism for bundled skills to ensure user modifications are preserved during updates.
- Implemented prompts for configuring Slack bot and WhatsApp bridge during the setup process.
- Added instructions for creating a Slack app and saving necessary tokens, enhancing user guidance.
- Included security recommendations for restricting bot access and a reminder to start the messaging gateway after setup.
- Introduced a new `todo_tool.py` for planning and tracking multi-step tasks, enhancing the agent's capabilities.
- Updated CLI to include a floating autocomplete dropdown for commands and improved user instructions for better navigation.
- Revised toolsets to incorporate the new `todo` tool and updated documentation to reflect changes in available tools and commands.
- Enhanced user experience with new keybindings and clearer command descriptions in the CLI.
- Changed the default LLM model in the setup wizard and example environment file to 'anthropic/claude-opus-4.6'.
- Updated terminal working directory settings in CLI and related files to use the current directory ('.') instead of '/tmp'.
- Enhanced documentation comments for clarity on terminal configuration and working directory behavior.
- Integrated `uv` as a fast Python package manager for automatic Python provisioning and dependency management.
- Updated installation scripts (`setup-hermes.sh`, `install.sh`, `install.ps1`) to utilize `uv` for installing Python and packages, streamlining the setup process.
- Revised `README.md` to reflect changes in installation steps, including symlinking `hermes` for global access and clarifying Python version requirements.
- Adjusted commands in `doctor.py` and other scripts to recommend `uv` for package installations, ensuring consistency across the project.
- Added `prompt_toolkit` as a direct dependency for interactive CLI support.
- Updated `modal` optional dependency to require `swe-rex[modal]>=1.4.0` for improved cloud execution capabilities.
- Enhanced `messaging` optional dependencies to include `aiohttp>=3.9.0` for WhatsApp bridge communication.
- Refined installation scripts to check for Python version requirements, emphasizing the need for Python 3.11+ for RL training tools.
- Improved setup scripts to ensure proper installation of submodules and dependencies, enhancing user experience during setup.
- Updated `.env.example` to include Tinker and WandB API keys for reinforcement learning training.
- Enhanced `model_tools.py` to clarify configuration options and streamline the RL training process.
- Expanded `README.md` with detailed instructions for setting up RL training using Tinker and WandB.
- Modified `hermes_cli` files to integrate RL training tools and ensure proper configuration checks.
- Improved `rl_training_tool.py` to reflect changes in training parameters and configuration management.
- Introduced a new callback mechanism in the AIAgent class to send tool progress messages during execution, enhancing user feedback in messaging platforms.
- Updated the GatewayRunner to support tool progress notifications, allowing users to enable or disable this feature via environment variables.
- Enhanced the CLI setup wizard to prompt users for enabling tool progress messages and selecting the notification mode (all or new), improving configuration options.
- Updated relevant documentation to reflect the new features and configuration settings for tool progress notifications.
- Increased the default maximum tool-calling iterations from 20 to 60 in the CLI configuration and related files, allowing for more complex tasks.
- Updated documentation and comments to reflect the new recommended range for iterations, enhancing user guidance.
- Implemented backward compatibility for loading max iterations from the root-level configuration, ensuring a smooth transition for existing users.
- Adjusted the setup wizard to prompt for the maximum iterations setting, improving user experience during configuration.
- Added new environment variables for Telegram and Discord bot configurations, including `TELEGRAM_ALLOWED_USERS` and `DISCORD_ALLOWED_USERS`, to restrict bot access to specific users.
- Updated documentation in AGENTS.md and README.md to include detailed setup instructions for the messaging gateway, emphasizing the importance of user allowlists for security.
- Improved the CLI setup wizard to prompt for allowed user IDs during configuration, enhancing user guidance and security awareness.
- Refined the gateway run script to support user authorization checks, ensuring only allowed users can interact with the bot.
- Introduced a configuration migration system to check for missing required environment variables and outdated config fields, prompting users for necessary inputs during updates.
- Enhanced the CLI with new commands for checking and migrating configuration, improving user experience by providing clear guidance on required settings.
- Updated the setup wizard to detect existing installations and offer quick setup options for missing configurations, streamlining the user onboarding process.
- Improved messaging throughout the CLI to inform users about the status of their configuration and any required actions.
- Updated the setup wizard and installation scripts to standardize the configuration file paths under ~/.hermes, enhancing clarity for users.
- Improved messaging in the CLI to clearly indicate where configuration files and data directories are located.
- Streamlined the creation of configuration files, ensuring they are easily accessible and organized within the new directory structure.
- Updated the CLI to include a new method for displaying warnings about disabled tools due to missing API keys.
- Integrated tool availability checks into the setup wizard and doctor commands, providing users with clear information on which tools are available and what is required for full functionality.
- Improved user prompts and feedback regarding API key configuration, emphasizing the importance of setting up keys for certain tools.
- Added detailed summaries of tool availability during setup and diagnostics, enhancing the overall user experience.
- Updated the setup wizard to clarify the OpenRouter API key requirement and enhance user prompts for API key input.
- Streamlined the main agent provider selection process, allowing users to choose between OpenRouter and custom endpoints with improved guidance.
- Renumbered setup steps for better organization and clarity, ensuring a smoother user experience during configuration.
- Enhanced error handling and user feedback for API configuration, emphasizing the importance of the OpenRouter key for certain tools.
- Added platform detection to customize available terminal backend options based on the operating system (Linux, macOS, Windows).
- Updated terminal choices to include Singularity/Apptainer only for Linux users, with appropriate warnings for unsupported selections.
- Improved user prompts for Docker and local configurations to provide platform-specific guidance.
- Refactored backend selection logic to streamline the process and ensure accurate mapping of user choices to backend configurations.
- Changed default Docker, Singularity, and Modal images in configuration files to use "nikolaik/python-nodejs:python3.11-nodejs20" for improved compatibility.
- Updated the default model in the configuration to "anthropic/claude-sonnet-4.5" and adjusted related setup prompts for API provider configuration.
- Introduced a new CLI option for selecting a custom OpenAI-compatible endpoint, enhancing flexibility in model provider setup.
- Enhanced the prompt choice functionality to support arrow key navigation for better user experience in CLI interactions.
- Updated documentation in relevant files to reflect these changes and improve user guidance.
- Updated CLI to load configuration from user-specific and project-specific YAML files, prioritizing user settings.
- Introduced a new command `/platforms` to display the status of connected messaging platforms (Telegram, Discord, WhatsApp).
- Implemented a gateway system for handling messaging interactions, including session management and delivery routing for cron job outputs.
- Added support for environment variable configuration and a dedicated gateway configuration file for advanced settings.
- Enhanced documentation in README.md and added a new messaging.md file to guide users on platform integrations and setup.
- Updated toolsets to include platform-specific capabilities for Telegram, Discord, and WhatsApp, ensuring secure and tailored interactions.
