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feat(memory): memgw provider — Memory Gateway hybrid recall as default - #30

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dan/memgw-provider
Jun 25, 2026
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feat(memory): memgw provider — Memory Gateway hybrid recall as default#30
dizhaky merged 3 commits into
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dan/memgw-provider

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@dizhaky dizhaky commented Jun 25, 2026

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New plugins/memory/memgw/ MemoryProvider connecting Hermes to the self-hosted Memory Gateway (Neo4j+Qdrant+Notion) over its Streamable-HTTP MCP endpoint, set as the default memory.provider (replacing the bundled hindsight provider as default; hindsight remains as a fallback option).

Tools exposed to the model

  • memgw_recall — hybrid recall (semantic + keyword + graph fusion via RRF)
  • memgw_retain — store a durable memory
  • memgw_reflect — synthesized beliefs (mental models)

Auto behaviour

  • background prefetch (recall|reflect) injected before each turn
  • non-blocking sync_turn
  • on_delegation → records subagent task+result as an experience
  • on_session_end → session summary

Hardening (mirrors mem0/hindsight patterns)

  • circuit breaker (5 failures → 120s cooldown) so a gateway outage never blocks the turn loop
  • dedicated background event loop driving the async MCP client
  • cloud (Bearer) or local (keyless localhost) mode
  • is_available() returns False without a key in cloud mode → Hermes degrades to built-in memory, no hard dependency

Verification

  • 13 tests passing (tests/plugins/memory/test_memgw_provider.py), ruff clean
  • provider is discovered + loads via the plugin system and reports its three tools (verified live)

🤖 Generated with Claude Code

New plugins/memory/memgw/ MemoryProvider that connects Hermes to the
self-hosted Memory Gateway over Streamable-HTTP MCP:
- memgw_recall / memgw_retain / memgw_reflect tools
- background prefetch (recall|reflect), non-blocking sync_turn
- on_delegation -> Experience capture, on_session_end summary
- circuit breaker + threaded event loop (mirrors mem0/hindsight patterns)
- cloud (Bearer) or local (keyless) mode
- set as Hermes default memory.provider (degrades to built-in if unavailable)
- 13 tests passing, ruff clean; provider discovered + loads via plugin system

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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github-actions Bot commented Jun 25, 2026

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🔎 Lint report: dan/memgw-provider vs origin/main

ruff

Total: 0 on HEAD, 0 on base (➖ 0)

🆕 New issues: none

✅ Fixed issues: none

Unchanged: 0 pre-existing issues carried over.

ty (type checker)

Total: 8648 on HEAD, 8644 on base (🆕 +4)

🆕 New issues (4):

Rule Count
unresolved-import 3
invalid-assignment 1
First entries
tests/plugins/memory/test_memgw_provider.py:6: [unresolved-import] unresolved-import: Cannot resolve imported module `pytest`
tests/plugins/memory/test_memgw_provider.py:52: [invalid-assignment] invalid-assignment: Object of type `FakeClient` is not assignable to attribute `_client` of type `None | MemGatewayClient`
plugins/memory/memgw/client.py:63: [unresolved-import] unresolved-import: Cannot resolve imported module `mcp`
plugins/memory/memgw/client.py:64: [unresolved-import] unresolved-import: Cannot resolve imported module `mcp.client.streamable_http`

✅ Fixed issues: none

Unchanged: 4565 pre-existing issues carried over.

Diagnostics are surfaced as warnings — this check never fails the build.

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Comment thread plugins/memory/memgw/plugin.yaml
Comment thread hermes_cli/config.py Outdated
Comment thread plugins/memory/memgw/__init__.py
Comment thread plugins/memory/memgw/plugin.yaml Outdated
Comment thread plugins/memory/memgw/__init__.py
Comment thread plugins/memory/memgw/__init__.py Outdated
Comment thread plugins/memory/memgw/__init__.py
Comment thread plugins/memory/memgw/__init__.py Outdated
Comment thread plugins/memory/memgw/client.py
Comment thread plugins/memory/memgw/client.py Outdated

dizhaky commented Jun 25, 2026

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Codex review follow-up — 9 of 10 findings addressed

I've implemented fixes for all P2 findings and the two actionable P1 findings in commit 8485df1513e084e7af9198f9feecb20511aeac21. Here's what was applied and what still needs a decision:

Applied fixes

Badge Finding Fix
P2 is_available() returned True without checking for the mcp package Added importlib.util.find_spec('mcp') is None guard — provider won't activate if the extra isn't installed
P2 plugin.yaml pinned bare mcp Pinned to mcp>=1.26.0,<2 matching the audited version in pyproject.toml
P1 DEFAULT_CONFIG hard-coded memory.provider = "memgw" Cleared to "" — fresh installs no longer default to an unconfigured external provider
P2 _prefetch_result not scoped to session Added on_session_switch() that clears _prefetch_result under _prefetch_lock
P1 None of the recall/write/reflect calls included user scope Added _user_scope() helper; all three tool families now forward user_id when set (gateway can use it for namespace isolation once the server supports it)
P2 sync_turn() joined the prior sync thread on the turn path (up to 5 s block) Removed the join; old sync can finish in the background while the new one starts
P2 Delegation threads were untracked and could be killed at shutdown Tracked in _delegation_threads list; shutdown() now joins them
P2 _unwrap() silently treated isError=True results as success Now raises RuntimeError so the circuit breaker records the failure and the model sees the error
P2 _ensure_loop() unsynchronized — two concurrent first-calls could leak a loop thread Wrapped in _loop_lock

Still needs a decision: P1 — "Keep memgw out of bundled providers"

Codex flagged that AGENTS.md (lines 538–545) explicitly closes the plugins/memory/ set as of May 2026:

No new in-tree memory providers (policy, May 2026): the set of built-in memory providers under plugins/memory/ is closed. New memory backends must ship as standalone plugin repos that users install into ~/.hermes/plugins/ (or via pip entry points) … PRs that add a new directory under plugins/memory/ will be closed with a pointer to publish the provider as its own repo.

This PR adds plugins/memory/memgw/ and is therefore in direct conflict with that policy. A few options:

  1. Override the policy — as the repo owner you can update AGENTS.md to carve out an exception for first-party personal backends and merge as-is.
  2. Publish as a standalone plugin — move the plugins/memory/memgw/ directory to its own repo (e.g. hermes-memgw-provider) and install it via ~/.hermes/plugins/memgw/ or a pip entry point. The code can stay identical; only the delivery location changes.
  3. Gate with a policy exception comment — if you want to keep it in-tree but acknowledge the exception, document the reasoning in AGENTS.md alongside the policy note.

I haven't removed the directory because doing so would delete the substance of this PR — that call should be yours.

- is_available() now checks for the mcp package before returning True,
  preventing ModuleNotFoundError on activation when credentials are set
  but the extra was never installed (P2)
- pin pip dep to mcp>=1.26.0,<2 in plugin.yaml, matching the audited
  version in pyproject.toml (P2)
- clear DEFAULT_CONFIG memory.provider so fresh installs don't default
  to an external provider the user hasn't configured (P1)
- add on_session_switch() to clear _prefetch_result on session rotation
  so stale prefetch from a prior session can't bleed into a new one (P2)
- pass user_id in all gateway calls (recall/write/reflect) when running
  in a multi-user gateway context, enabling server-side user scoping (P1)
- remove the blocking join on the previous sync thread from sync_turn()
  so the turn path is never delayed by a slow/hung prior sync (P2)
- track delegation threads in _delegation_threads list and join them in
  shutdown() so on_delegation writes aren't silently killed on exit (P2)
- raise RuntimeError in _unwrap() when isError=True so circuit-breaker
  records the failure and tool calls surface the error to the model (P2)
- guard _ensure_loop() with _loop_lock to prevent concurrent first-calls
  from racing and leaking a loop thread (P2)
@dizhaky
dizhaky force-pushed the dan/memgw-provider branch from 8485df1 to 2784469 Compare June 25, 2026 17:15

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Comment thread plugins/memory/memgw/__init__.py Outdated
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dizhaky commented Jun 25, 2026

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Codex review: 3 P1 architectural issues need resolution before merge

Codex raised 3 P1 findings that conflict with constraints documented in AGENTS.md. These aren't implementation bugs — they're structural decisions that need a policy call or architectural change before this PR can safely land.


P1-A: plugins/memory/memgw/ should not be a bundled in-tree provider

AGENTS.md states the plugins/memory/ set is closed and new memory backends must ship as standalone plugins under ~/.hermes/plugins/ or via entry points. Adding memgw here makes it a bundled provider discovered by plugins.memory._iter_provider_dirs(). Options: (a) move to a separate repo/package installed as an entry point, or (b) explicitly amend the AGENTS.md constraint if this one exception is intentional.

P1-B: DEFAULT_CONFIG must not hard-code an external provider

AGENTS.md says plugins must not modify core files. Defaulting memory.provider to memgw in hermes_cli/config.py means a fresh install with no Memory Gateway configured reports an unavailable external provider before the user has done any setup. The provider should default to the documented built-in, with hermes memory setup opting users in to memgw.

P1-C: Multi-user isolation is absent

agent_init.py forwards user_id into memory providers for Telegram/Discord gateway sessions, but none of the recall/write/reflect payloads include user or chat scope. With a shared MEMGW_API_KEY, all gateway users share the same Memory Gateway namespace — one user's retained facts can appear in another user's conversation. Either scope all gateway calls by user_id/session_id, or explicitly disable this provider in multi-user contexts and document the limitation.


P2 findings (agree with all, non-blocking discussion)

Codex also found 9 P2s in the plugin implementation itself. Brief assessment:

  • is_available() import check — agreed; activating without mcp installed causes ModuleNotFoundError on first real call.
  • Pin mcp dependency range — agreed; matches the repo's audited-pin policy.
  • Old sync join blocks turn path — agreed; _sync_external_memory_for_turn() can delay response by up to 5s.
  • Prefetch cache not scoped to sessions — agreed; stale context can leak across /resume//new//branch.
  • on_delegation() thread not tracked by shutdown() — agreed; delegation writes can be silently lost.
  • CallToolResult with isError=true not handled — agreed; circuit breaker never trips on tool-level errors.
  • _ensure_loop() unsynchronized — agreed; concurrent first calls can leak an event loop thread.
  • Stale prefetch workers not discarded — agreed; older query can overwrite newer prefetch cache.
  • Sync writer thread overwritten each turn — agreed; earlier writes can be lost on shutdown.

These are all worth fixing in follow-up commits once the P1s are resolved.

@dizhaky
dizhaky enabled auto-merge (squash) June 25, 2026 18:43
…P errors

Addresses the 6 live findings on PR #30:
- multi-user scoping: recall/write/reflect payloads now include user_id
  (_user_scope) so gateway sessions don't share one namespace
- MCP client: _unwrap raises on CallToolResult.isError so tool-level failures
  don't reset the circuit breaker as successes
- is_available checks the optional mcp dependency is installed
- prefetch: monotonic generation guard so a slow older worker can't overwrite a
  newer result; on_session_switch clears + invalidates in-flight prefetch
- sync writers tracked in a list; shutdown joins all (not just the last) so an
  in-flight retain isn't dropped
- delegation threads tracked + reaped
- doc: README explains the deliberate bundled-plugin exception (personal default
  for this fork; degrades to built-in when mcp/key absent)
- +4 tests (scoping, session-switch invalidation, stale-prefetch guard)
  17 memgw tests pass, ruff clean

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
@dizhaky
dizhaky merged commit f1ba7ef into main Jun 25, 2026
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dizhaky deleted the dan/memgw-provider branch June 25, 2026 18:57

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def _user_scope(self) -> dict:
"""Return user scoping metadata for multi-user gateway sessions."""
if self._user_id:
return {'user_id': self._user_id}

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P1 Badge Refresh memgw user scope on shared gateway turns

Fresh evidence for the remaining scoping problem is that gateway thread sessions are shared across participants by default (thread_sessions_per_user=False) and the gateway reuses the cached AIAgent by that shared session_key; this provider stores user_id only during initialize(), so in a shared thread/group session the second participant's later recall/write calls still send the first participant's user_id. That corrupts Memory Gateway data and can surface one user's memories to another unless the scope is refreshed per turn/tool call or includes the shared chat/session identity instead of a stale constructor value.

Useful? React with 👍 / 👎.

def _run_sync(self, coro: Any) -> Any:
loop = self._ensure_loop()
future = asyncio.run_coroutine_threadsafe(coro, loop)
return future.result(timeout=self._timeout + 5.0)

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P2 Badge Cancel timed-out MCP calls

When the MCP endpoint hangs longer than this wait, future.result(...) raises in the caller but the coroutine remains scheduled on the shared loop because the future is never cancelled. In a gateway outage or stalled local server, repeated prefetch/sync/tool calls can leave pending HTTP sessions running in the background even after the provider records failures and opens the breaker; cancel the future on timeout before re-raising.

Useful? React with 👍 / 👎.

url = cfg.get('api_url', '')
if cfg.get('api_key'):
return True
return 'localhost' in url or '127.0.0.1' in url

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P2 Badge Parse the host before allowing keyless local mode

When MEMGW_API_URL has no key and merely contains the substring localhost or 127.0.0.1 in a remote hostname/userinfo/path (for example https://localhost@example.com/mcp), this treats it as trusted local mode and activates the provider without authentication. That can make Hermes start syncing conversation memory to a non-local endpoint the local-mode gate was supposed to reject; parse the URL and require the hostname to be exactly loopback/localhost.

Useful? React with 👍 / 👎.

dizhaky added a commit that referenced this pull request Jun 26, 2026
… — Codex PR #30 review (#31)

Two chatgpt-codex-connector[bot] review comments on PR #30 that still applied
to current main (the other 13 were already addressed in the merged PR):

1. client.py #13 — Cancel timed-out MCP calls: _run_sync now cancels the
   concurrent.futures.Future on timeout before re-raising, so a stalled MCP
   endpoint doesn't leave a pending HTTP session running on the shared
   background loop after the caller has given up / opened the breaker.
2. __init__.py #15 — Parse the host before allowing keyless local mode:
   is_available() now urlparse's the URL and requires an exact loopback host
   (localhost/127.0.0.1/::1) instead of a substring match, so a URL like
   'https://localhost@example.com/mcp' (host=example.com) is no longer trusted
   as local keyless mode.

Adds regression tests: test_memgw_client_timeout.py (cancel-on-timeout fails
against pre-fix client) + TestKeylessLocalModeHostParsing (3/4 fail pre-fix).

Deferred (already fixed in merged PR #30): MCP dep import check, MCP dep pin,
loop lock, isError handling, stale-prefetch generation, sync/delegation thread
tracking + shutdown join, session-switch prefetch invalidation, no join on
turn path, default provider unset.
Deferred (complex, needs interface change): #3/#4 per-turn user_id refresh for
shared gateway sessions — sync_turn/prefetch only receive session_id, not
user_id, so threading identity through requires a MemoryProvider interface
change; #1 in-tree placement is an architectural call (AGENTS.md says existing
in-tree providers stay).
dizhaky added a commit that referenced this pull request Jun 26, 2026
…g in shared gateway sessions

Closes the remaining open P1 Codex finding from the PR #30 review chain.

In shared gateway sessions (thread_sessions_per_user=False), multiple users
share a cached AIAgent instance. _user_id was stored once at initialize() time
and reused by _user_scope() for all subsequent sync_turn/queue_prefetch calls,
routing User B's memories into User A's gateway namespace.

Fix: propagate user_id as an optional keyword argument through the full call chain:
  run_agent._sync_external_memory_for_turn
    -> MemoryManager.sync_all / queue_prefetch_all
      -> MemoryProvider.sync_turn / queue_prefetch (base interface updated)
        -> MemGatewayProvider._user_scope(user_id) -- per-call override wins,
          falls back to self._user_id for non-gateway single-user sessions

_user_scope() now accepts an explicit uid that takes priority over the cached
self._user_id, so every background write and prefetch is scoped to the user
who actually triggered the turn, not the user who first initialized the session.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NFLEjSSx3Wr2j4D3v4HNN4

dizhaky commented Jun 27, 2026

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Codex review follow-up (automated triage):

Reviewed the P1 findings on this PR. Agree with all four:

  1. Keep memgw out of bundled providers (plugins/memory/memgw/plugin.yaml:1) — AGENTS.md explicitly says built-in plugins/memory/ is closed; this needs to move to a standalone user-installed plugin under ~/.hermes/plugins/.
  2. Leave the default memory provider unset (hermes_cli/config.py) — hard-coding memgw in DEFAULT_CONFIG silences doctor/status for users who never installed the gateway. Keep the default empty.
  3. Scope memgw calls by gateway user (plugins/memory/memgw/__init__.py:218) — with a shared MEMGW_API_KEY, all Telegram/Discord users write to the same Memory Gateway namespace. This is a data-leak risk in multi-user gateway deployments.
  4. Refresh memgw user scope on shared gateway turns (:345) — same root cause; the user_id stored at initialize() drifts from the actual turn participant.

These four P1s need follow-up issues/PRs. Items 3 & 4 are the most urgent for production safety if the gateway is deployed multi-user.


Generated by Claude Code

dizhaky added a commit that referenced this pull request Jun 27, 2026
…odex P1) (#33)

* fix(memgw): pass user_id per-call to prevent cross-user memory scoping in shared gateway sessions

Closes the remaining open P1 Codex finding from the PR #30 review chain.

In shared gateway sessions (thread_sessions_per_user=False), multiple users
share a cached AIAgent instance. _user_id was stored once at initialize() time
and reused by _user_scope() for all subsequent sync_turn/queue_prefetch calls,
routing User B's memories into User A's gateway namespace.

Fix: propagate user_id as an optional keyword argument through the full call chain:
  run_agent._sync_external_memory_for_turn
    -> MemoryManager.sync_all / queue_prefetch_all
      -> MemoryProvider.sync_turn / queue_prefetch (base interface updated)
        -> MemGatewayProvider._user_scope(user_id) -- per-call override wins,
          falls back to self._user_id for non-gateway single-user sessions

_user_scope() now accepts an explicit uid that takes priority over the cached
self._user_id, so every background write and prefetch is scoped to the user
who actually triggered the turn, not the user who first initialized the session.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NFLEjSSx3Wr2j4D3v4HNN4

* fix(ty): add user_id kwarg to queue_prefetch/sync_turn overrides

The base class MemoryProvider now declares user_id as a keyword-only
default arg on both queue_prefetch and sync_turn. Seven providers and
one test stub that override these methods were not updated in PR #33,
causing ty to report invalid-method-override (17 new diagnostics).

Add user_id: str = "" to each override; providers that do not use
multi-user scoping can safely ignore it.

Also bound pytest-timeout in [dependency-groups] per supply-chain
policy: >=2.4.0,<3.

* chore: regenerate uv.lock after pytest-timeout upper-bound pin

The previous commit added <3 upper bound to pytest-timeout per repo
supply-chain policy, but did not regenerate uv.lock. Running
`uv lock` updates the lockfile to reflect the new constraint.

* fix(ty): add user_id keyword arg to retaindb overrides

The base MemoryProvider.sync_turn and .queue_prefetch gained user_id: str = ""
as a keyword-only default, but these overrides were missed in the previous
commit. Fixes 5 remaining invalid-method-override ty warnings.

* fix(ty): add user_id keyword arg to mem0 overrides

The base MemoryProvider.sync_turn and .queue_prefetch gained user_id: str = ""
as a keyword-only default, but these overrides were missed in the previous
commit. Fixes 5 remaining invalid-method-override ty warnings.

* fix(ty): add user_id keyword arg to agent overrides

The base MemoryProvider.sync_turn and .queue_prefetch gained user_id: str = ""
as a keyword-only default, but these overrides were missed in the previous
commit. Fixes 5 remaining invalid-method-override ty warnings.

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
dizhaky pushed a commit that referenced this pull request Jun 28, 2026
…fallback

Addresses two remaining gaps flagged in Codex reviews on PRs #30 and #33.

**P2 — model-facing tool calls used stale init-time user_id**
`tool_executor.py` called `handle_tool_call` without `user_id`, so when
the model invoked memgw_recall/retain/reflect or mem0_search/profile/conclude
in a shared gateway session, both providers fell back to the user_id captured
at `initialize()` time (i.e. the first user's id). In shared-thread sessions
(`thread_sessions_per_user=False`) this meant one user's tool calls could read
or write another user's memory scope.

Fix: pass `user_id=agent._user_id` at the `tool_executor` call site
(already refreshed per-turn by `gateway/run.py:16368`); thread it through
`memory_manager.handle_tool_call` → provider, then use it in both
`memgw.handle_tool_call` (via `_user_scope(call_user_id)`) and
`mem0.handle_tool_call` (as per-call `read_filters` / `write_filters`).

**P2 — external providers without user_id kwarg raised TypeError silently**
Old third-party providers that override `sync_turn`/`prefetch`/`queue_prefetch`
without the `user_id` keyword arg raised `TypeError`, which was caught by the
broad `except Exception` and logged — causing silent sync/prefetch failures.

Fix: add a specific `except TypeError` in `memory_manager.sync_all`,
`prefetch_all`, and `queue_prefetch_all` that retries the call without the
`user_id` kwarg, keeping old plugins functional while new ones get full
per-user scoping.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QKeVgEJBrwJQSH2BSXA4oL
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