Hermes Agent Memory System: Curated Memory, Session Search, and Self-Improvement

Published on 5/27/2026

Hermes Memory System

This document describes the Hermes Agent memory implementation as it exists in code. It focuses on the built-in curated memory files, session search, external memory provider plugins, provider lifecycle hooks, runtime injection, background review, compression boundaries, and failure modes.

  • Hermes has a small built-in curated memory store backed by Markdown files: MEMORY.md and USER.md.
  • Built-in memory files live under the active profile's $HERMES_HOME/memories/ directory.
  • Built-in memory is injected into the system prompt as a frozen snapshot at session start.
  • Mid-session memory writes are durable immediately but do not alter the active system prompt until the next session or prompt rebuild.
  • The memory tool only supports add, replace, and remove; there is no read action because memory is already prompt-injected.
  • session_search is separate from curated memory. It searches the SQLite session database (state.db) using FTS5 and returns real messages.
  • External memory providers implement agent/memory_provider.py and are orchestrated by MemoryManager.
  • Built-in memory is always separate from external providers. At most one external provider can be active at a time.
  • External provider recall is injected into the current user message inside a fenced <memory-context> block, not into the system prompt.
  • Background review can periodically fork an agent to save memories and skills after a turn, without blocking the user-facing response.

Hermes memory is deliberately layered: compact always-on facts in built-in memory, full transcripts in session search, and optional external providers for deeper semantic or graph-backed memory.

Table of Contents

Core Concepts

Hermes has three memory surfaces that solve different problems:

SurfaceStoragePurpose
Built-in curated memory$HERMES_HOME/memories/MEMORY.md, $HERMES_HOME/memories/USER.mdCompact durable facts injected into every session.
Session search$HERMES_HOME/state.dbOn-demand recall over full past conversations.
External providerProvider-specific local or cloud backendOptional semantic, graph, user-modeling, or knowledge-store memory.

Important boundaries:

  • Built-in memory is manually curated by the agent through the memory tool.
  • Session search is automatic transcript recall and should carry task progress, old decisions, and "what did we do last week?" questions.
  • Skills carry durable procedures and techniques. Memory should not become an overly broad procedural reference.
  • External providers are additive. They do not replace MEMORY.md and USER.md.
  • Only one external provider is allowed at a time to avoid tool schema bloat and conflicting backends.

Layer Map

LayerMain filesResponsibility
Built-in memory tooltools/memory_tool.pyMemoryStore, memory tool schema, file persistence, limits, injection scan, drift guard.
Built-in prompt wiringagent/system_prompt.py, agent/prompt_builder.pyInjects frozen memory snapshots and gives model guidance on what to save.
Agent initializationagent/agent_init.pyLoads memory config, creates MemoryStore, loads external provider, injects provider tools.
Conversation loopagent/conversation_loop.pyHandles memory nudges, external prefetch, ephemeral context injection, post-turn sync, background review.
Tool dispatchagent/tool_executor.py, agent/agent_runtime_helpers.pyExecutes memory and bridges built-in writes to external providers.
Provider contractagent/memory_provider.pyAbstract lifecycle for external memory plugins.
Provider manageragent/memory_manager.pyRegisters providers, routes tools, manages hooks, fences recalled context, scrubs streams.
Provider discoveryplugins/memory/__init__.pyDiscovers bundled and user-installed providers, loads active provider, exposes active provider CLI.
Provider setup CLIhermes_cli/memory_setup.pyInteractive provider picker, dependency install, config schema prompts, status output.
Session DBhermes_state.pySQLite session/message store, FTS5 indexes, WAL fallback, search primitives.
Session search tooltools/session_search_tool.pyBrowse, discover, and scroll over past sessions.
Background reviewagent/background_review.pyForks a quiet review agent to save memory/skills after turns.
Gateway monitorgateway/memory_monitor.pyProcess RSS/GC/thread logging; operational memory usage, not semantic memory.
Public docswebsite/docs/user-guide/features/memory.md, memory-providers.md, developer-guide/memory-provider-plugin.mdUser-facing memory and provider documentation.

Data Flow

Built-In Memory Startup

AIAgent init
  -> load config memory block
  -> if memory/user profile enabled:
       create MemoryStore(memory_char_limit, user_char_limit)
       load_from_disk()
       capture frozen prompt snapshot
  -> system prompt builder injects snapshot

Built-In Memory Write

model calls memory(action=add|replace|remove)
  -> tool executor passes agent._memory_store
  -> MemoryStore scans content
  -> acquire per-file lock
  -> reload target from disk
  -> detect external drift
  -> mutate entries
  -> atomic temp-file write + replace
  -> return live entries and usage
  -> add/replace is mirrored to external provider, if active

External Provider Recall

turn starts
  -> MemoryManager.on_turn_start()
  -> MemoryManager.prefetch_all(original_user_message)
  -> provider.prefetch()
  -> conversation loop wraps recalled text in <memory-context>
  -> injects block into current API user message only

External Provider Sync

turn completes successfully
  -> AIAgent._sync_external_memory_for_turn()
  -> MemoryManager.sync_all(user, assistant)
  -> MemoryManager.queue_prefetch_all(user)

Interrupted turns are skipped so partial or unseen assistant output does not pollute external memory.

session messages
  -> SessionDB messages table
  -> FTS5 messages_fts and messages_fts_trigram
  -> session_search(query)
  -> FTS hit + anchored window + bookends
  -> optional scroll with session_id + around_message_id

Built-In Memory Files

Built-in memory lives under:

$HERMES_HOME/memories/
  MEMORY.md
  USER.md

$HERMES_HOME comes from hermes_constants.get_hermes_home(), so profile switches and tests can isolate memory. Code should not hardcode ~/.hermes.

FilePurposeDefault limit
MEMORY.mdAgent notes: environment facts, project conventions, tool quirks, stable lessons.2200 chars
USER.mdUser profile: preferences, communication style, role, workflow habits.1375 chars

Entries are separated by:

\n§\n

Entries may be multiline. The delimiter is intentionally more specific than a bare § split, so entries containing the symbol are not split incorrectly.

Memory Store

MemoryStore lives in tools/memory_tool.py.

Important state:

FieldMeaning
memory_entriesLive parsed entries from MEMORY.md.
user_entriesLive parsed entries from USER.md.
memory_char_limitWhole-store character budget for MEMORY.md.
user_char_limitWhole-store character budget for USER.md.
_system_prompt_snapshotFrozen rendered memory blocks captured by load_from_disk().

The frozen snapshot pattern is critical:

  • load_from_disk() reads files and captures rendered prompt blocks.
  • Tool calls mutate live entries and disk immediately.
  • format_for_system_prompt() returns the frozen snapshot, not live state.
  • Tool responses show live state.

This preserves prefix caching because the system prompt stays stable across a session. Memory writes are durable, but the model sees them in the system prompt on the next session or prompt rebuild. Although this behavior can be unintuitive, it is intentional.

File Locking and Atomic Writes

Writes use:

  • a separate .lock file
  • fcntl on Unix
  • msvcrt on Windows when available
  • no-op locking fallback when neither is available
  • temp file write in the same directory
  • fsync
  • atomic_replace()

Readers do not lock the memory file because atomic rename means they see either the old complete file or the new complete file.

Drift Detection

Before mutation, _reload_target() calls _detect_external_drift().

Drift is detected when:

SignalMeaning
round-trip mismatchParsed entries would not serialize back to the same bytes.
entry larger than whole-store limitLikely external append/manual edit/patch tool write created content the memory tool would clobber.

On drift, the file is backed up to:

MEMORY.md.bak.<timestamp>
USER.md.bak.<timestamp>

The mutation is refused with remediation instructions. This prevents silent data loss when a different writer edited the file outside the memory tool.

Memory Tool

The built-in memory tool is registered in tools/memory_tool.py.

Actions:

ActionRequired fieldsBehavior
addtarget, contentAppends a new entry if not duplicate and within budget.
replacetarget, old_text, contentReplaces one entry matched by substring.
removetarget, old_textRemoves one entry matched by substring.

Targets:

TargetFileIntended content
memoryMEMORY.mdAgent/environment/project/tool facts.
userUSER.mdUser identity, preferences, communication style.

There is no read action. The model receives memory through the system prompt snapshot, and tool responses show live entries after writes.

Matching Semantics

replace and remove use substring matching:

  • no match: error
  • one match: mutate it
  • multiple distinct matches: error with previews
  • multiple identical matches: operate on the first

This keeps calls small while avoiding accidental multi-entry edits. Substring matching is powerful, so callers should use the most specific substring they can.

Capacity Behavior

If a write would exceed the target's character limit:

  • the mutation is refused
  • the response includes current entries and usage
  • the agent is expected to consolidate, replace, or remove first

Exact duplicates are rejected as a success response with "Entry already exists (no duplicate added)."

System Prompt Injection

System prompt assembly lives in:

agent/system_prompt.py
agent/prompt_builder.py

Memory appears in the volatile prompt tier:

MEMORY (your personal notes) [pct - current/limit chars]
...
USER PROFILE (who the user is) [pct - current/limit chars]
...

Even though the tier is called volatile, the memory text used there is the frozen snapshot from MemoryStore.load_from_disk().

agent/prompt_builder.py also adds guidance:

  • save durable facts with memory
  • prioritize user preferences and recurring corrections
  • do not save task progress, PR numbers, issue numbers, commit SHAs, completed work logs, temporary TODO state, or facts stale in seven days
  • use session_search for old transcript recall
  • use skills for durable procedures and workflows
  • write declarative facts, not imperatives

Example of the intended distinction:

Good memoryBad memory
User prefers concise responses.Always respond concisely.
Project uses pytest with xdist.Run tests with pytest -n 4.

Declarative memory reduces accidental self-instructions later.

Memory Nudge and Background Review

Hermes can nudge itself to review memory periodically.

Config:

memory:
  nudge_interval: 10

Runtime behavior in agent/conversation_loop.py:

  1. User turns are counted.
  2. If the memory tool is available and a MemoryStore exists, the counter increments.
  3. When turns_since_memory >= nudge_interval, a background review is requested and the counter resets.
  4. Gateway-resumed agents hydrate counters from conversation history so the cadence survives fresh agent instances.

Background review lives in agent/background_review.py.

It forks a quiet review agent after the user-facing response is delivered. The fork:

  • inherits the parent's provider/model/auth/runtime
  • uses skip_memory=True so external providers are not touched
  • reuses the parent's built-in MemoryStore
  • can write built-in memory and skills
  • has memory/skill tool dispatch whitelisted
  • auto-denies dangerous command approvals
  • suppresses status output
  • reuses the cached system prompt for prefix-cache parity

This is why built-in memory can improve after a turn without blocking the user or leaking review prompts into Honcho/Mem0/Supermemory/etc. The review agent performs post-turn cleanup rather than interrupting the active user-facing response.

Session Search

session_search is not curated memory. It is recall over the full conversation database.

Main files:

  • hermes_state.py
  • tools/session_search_tool.py

Database:

$HERMES_HOME/state.db

Schema highlights:

TablePurpose
sessionsSession metadata, source, model, parent lineage, title, token/cost fields.
messagesFull message history with roles, content, tool calls, reasoning, timestamps.
state_metaKey/value metadata.
messages_ftsFTS5 index over content, tool name, and tool calls.
messages_fts_trigramTrigram FTS5 index for CJK/substring search.

Session DB design:

  • WAL mode for concurrency
  • fallback to journal_mode=DELETE on WAL-incompatible filesystems
  • parent_session_id chains for compression, branch, and lineage
  • source tagging for CLI, Telegram, Discord, cron, tool sessions, etc.
  • hidden source filtering for third-party tool sessions by default

Search Modes

The tool has one schema and infers mode from arguments:

ModeArgumentsBehavior
browseno argsLists recent sessions with title, source, timestamps, message count, preview.
discoverqueryFTS5 search, deduped by session lineage, returns top sessions with snippet, match window, and bookends.
scrollsession_id + around_message_idReturns a window around a known message id.

Discovery returns:

  • session_id
  • title
  • when
  • source
  • model
  • matched_role
  • match_message_id
  • FTS snippet
  • bookend_start
  • anchored messages
  • bookend_end
  • messages_before
  • messages_after

Scroll:

  • clamps window to [1, 20]
  • rejects scrolling inside the current session lineage because that context is already active
  • can transparently rebind to a child session in the same lineage when the anchor lives there

FTS behavior:

  • default FTS5 search supports keywords, phrases, boolean syntax, and prefix queries
  • sort can be newest or oldest
  • CJK queries use trigram FTS when long enough
  • short CJK tokens fall back to LIKE

session_search has no LLM summarization path. It returns actual database messages, which can be direct and occasionally verbose but are useful for traceable recall.

External Provider Architecture

External providers implement MemoryProvider in:

agent/memory_provider.py

Required members:

MethodPurpose
nameProvider id such as honcho, mem0, or supermemory.
is_available()Fast config/dependency check. Must not make network calls.
initialize(session_id, **kwargs)Connect, create resources, warm caches.
get_tool_schemas()Return OpenAI-style function schemas.
handle_tool_call(tool_name, args, **kwargs)Execute provider-owned tools.

Core optional hooks:

HookCalled byPurpose
system_prompt_block()system prompt buildStatic provider info or base context.
prefetch(query, session_id=...)before each turnReturn recalled context for injection.
queue_prefetch(query, session_id=...)after each turnWarm recall for next turn.
sync_turn(user, assistant, session_id=...)after completed turnPersist the exchange. Should be non-blocking.
on_turn_start(turn, message, **kwargs)beginning of turnCadence and scope tracking.
on_session_end(messages)real session boundary or commitFinal extraction/flush.
on_session_switch(new_session_id, ...)resume/branch/reset/new/compressionRefresh cached per-session state.
on_pre_compress(messages)before context compressionExtract insights before messages are dropped.
on_memory_write(action, target, content, metadata=None)built-in memory writesMirror curated memory into provider backend.
on_delegation(task, result, ...)parent after subagent completesObserve delegated work.
shutdown()process/session teardownFlush queues and close connections.

Setup-related hooks:

MethodPurpose
get_config_schema()Declares fields for hermes memory setup.
save_config(values, hermes_home)Writes non-secret provider config.
post_setup(hermes_home, config)Provider-owned custom setup flow.

Provider initialize() receives contextual kwargs such as:

  • hermes_home
  • platform
  • agent_context
  • agent_identity
  • agent_workspace
  • parent_session_id
  • user_id
  • user_name
  • chat_id
  • chat_name
  • chat_type
  • thread_id
  • gateway_session_key
  • session_title

Providers should use hermes_home for profile-scoped storage and skip writes for non-primary contexts where appropriate.

Memory Manager

MemoryManager lives in:

agent/memory_manager.py

Responsibilities:

MethodBehavior
add_provider()Registers provider; accepts built-in-named provider but allows only one external provider.
build_system_prompt()Concatenates provider prompt blocks.
prefetch_all()Merges provider prefetch context.
queue_prefetch_all()Queues provider background prefetch.
sync_all()Sends completed turns to providers.
get_all_tool_schemas()Collects provider tools with dedupe.
handle_tool_call()Routes provider tool calls.
on_turn_start()Broadcasts turn start.
on_session_end()Broadcasts session end/extraction.
on_session_switch()Broadcasts session id rotation.
on_pre_compress()Collects provider compression contributions.
on_memory_write()Mirrors built-in memory writes to external providers.
on_delegation()Broadcasts subagent results.
shutdown_all()Shuts providers down in reverse order.
initialize_all()Initializes all providers and injects hermes_home if missing.

Failure handling is intentionally forgiving. Most provider failures are logged at debug/warning level and do not block other providers or the user-facing turn. External memory is treated as a supporting component, not as a single point of failure.

One External Provider Rule

The manager allows:

  • built-in provider name builtin, if such a provider is registered
  • one non-builtin provider

A second external provider registration is rejected with a warning. This avoids:

  • huge tool schemas
  • conflicting auto-recall
  • duplicate writes
  • multiple providers trying to become the "real" memory

Runtime Integration

Initialization

In agent/agent_init.py:

  1. Config is loaded.
  2. Built-in memory flags and limits are read.
  3. MemoryStore is created and loaded if either built-in memory surface is enabled.
  4. memory.provider selects an external provider.
  5. plugins.memory.load_memory_provider() loads it.
  6. is_available() gates activation.
  7. MemoryManager.initialize_all() receives session/platform/profile/gateway context.
  8. Provider tool schemas are appended to the model tool list only when the memory toolset is enabled for the platform.

Provider tool injection skips duplicate names because plugins may also register tools through the normal plugin path.

Per-Turn Recall

In agent/conversation_loop.py:

  1. on_turn_start() fires before prefetch.
  2. prefetch_all() runs once per user turn, not once per tool loop iteration.
  3. The query uses the clean original_user_message, not a version bloated with injected skill/plugin context.
  4. The result is cached for the whole tool loop.
  5. Recalled context is injected only into the current API user message.
  6. The persisted messages list is not mutated.

This preserves session DB cleanliness and avoids multiplying provider latency by the number of tool-call iterations.

Post-Turn Sync

At the end of run_conversation():

AIAgent._sync_external_memory_for_turn()
  -> MemoryManager.sync_all(original_user_message, final_response)
  -> MemoryManager.queue_prefetch_all(original_user_message)

Skipped when:

  • the turn was interrupted
  • there is no memory manager
  • no final response exists
  • no original user message exists

Tool Routing

Built-in agent-loop tools are handled directly:

  • memory
  • session_search
  • todo
  • delegate_task

Provider tools are routed through:

MemoryManager.handle_tool_call()

This happens in both agent/tool_executor.py and agent/agent_runtime_helpers.py, so regular and helper dispatch paths stay in sync.

Memory Context Fencing

External provider recall is wrapped by:

build_memory_context_block()

Shape:

<memory-context>
[System note: The following is recalled memory context, NOT new user input. ...]

...
</memory-context>

Why this matters:

  • distinguishes recalled memory from user instructions
  • keeps injected context out of the system prompt
  • protects prompt cache stability
  • gives downstream scrubbing a clear boundary

sanitize_context() strips:

  • existing <memory-context> blocks
  • memory fence tags
  • internal system note text

If a provider returns pre-wrapped context, Hermes strips it and logs a warning.

StreamingContextScrubber handles streamed model output that may contain split <memory-context> tags across chunks. It discards fenced spans and holds partial tag tails until it can prove whether they are real tags. Unterminated spans are discarded on flush because leaking memory context is worse than truncating visible output.

Provider Discovery and Setup

Provider discovery lives in:

plugins/memory/__init__.py

Search order:

  1. bundled providers under plugins/memory/<name>/
  2. user-installed providers under $HERMES_HOME/plugins/<name>/

Bundled providers take precedence on name collisions.

A provider directory must have __init__.py. For user-installed plugins, Hermes uses a cheap source scan for register_memory_provider or MemoryProvider.

Provider loading supports two patterns:

PatternBehavior
register(ctx)A fake context captures ctx.register_memory_provider(provider).
subclassLoader finds and instantiates a MemoryProvider subclass.

Active provider is selected by:

memory:
  provider: honcho

Only the active provider's extra CLI command tree is discovered via discover_plugin_cli_commands(). This prevents hermes --help from exposing unnecessary commands for providers that are not currently active.

hermes memory setup

Implemented in:

hermes_cli/memory_setup.py

Setup flow:

  1. Discover providers.
  2. Show a curses picker plus "Built-in only".
  3. Install pip dependencies declared in plugin.yaml using uv pip install.
  4. Show external dependency hints if needed.
  5. If provider has post_setup(), delegate setup to it.
  6. Otherwise prompt fields from get_config_schema().
  7. Write activation to config.yaml.
  8. Write non-secret provider config through save_config().
  9. Write secrets to $HERMES_HOME/.env with restrictive permissions where supported.

hermes memory status reports:

  • built-in always active
  • selected provider
  • provider config
  • plugin installed/missing
  • provider availability
  • missing env vars for schema-backed providers
  • installed provider list

Bundled Providers

Hermes ships eight external memory providers.

ProviderStorageToolsNotable behavior
HonchoHoncho Cloud or self-hostedhoncho_profile, honcho_search, honcho_context, honcho_reasoning, honcho_concludeCross-session user modeling, peer cards, dialectic reasoning, session context.
OpenVikingSelf-hosted OpenViking serverviking_search, viking_read, viking_browse, viking_remember, viking_add_resourceHierarchical knowledge, tiered reads, session-end extraction.
Mem0Mem0 Cloudmem0_profile, mem0_search, mem0_concludeServer-side fact extraction and semantic search.
HindsightCloud or local embedded backendhindsight_retain, hindsight_recall, hindsight_reflectKnowledge graph, entity resolution, reflect synthesis, auto-retain.
HolographicLocal SQLitefact_store, fact_feedbackFTS5, trust scoring, HRR algebraic queries, contradiction detection.
RetainDBRetainDB Cloudretaindb_profile, retaindb_search, retaindb_context, retaindb_remember, retaindb_forgetHybrid search, memory types, delta compression.
ByteRoverLocal/Cloud via brv CLIbrv_query, brv_curate, brv_statusLocal-first knowledge tree, pre-compression extraction.
SupermemorySupermemory Cloudsupermemory_store, supermemory_search, supermemory_forget, supermemory_profileSemantic recall, profile facts, context fencing, session graph ingest, multi-container mode.

Provider hooks vary. For example:

  • Honcho uses cadence-controlled base context and dialectic reasoning.
  • ByteRover implements on_pre_compress() to save insights before compression.
  • Supermemory strips recalled memory from captured turns to prevent recursive memory pollution.
  • Holographic can auto-extract facts at session end when configured.

Do not assume all providers implement all hooks. The manager treats hooks as optional and best-effort.

Provider Modes and Budgets

Several providers expose their own mode switches. These are provider-level controls, not global MemoryManager concepts, but they affect how memory enters the model.

Common mode pattern:

ModeAuto context injectionProvider tools
hybridYesYes
contextYesHidden or empty
toolsNoYes

Examples:

  • Honcho uses recallMode with hybrid, context, and tools.
  • Hindsight uses memory_mode with hybrid, context, and tools.
  • Supermemory uses auto_recall, auto_capture, capture_mode, and search_mode rather than the exact same tri-mode key.

Provider budgets are also provider-specific:

ProviderBudget examples
HonchocontextTokens, dialecticMaxChars, contextCadence, injectionFrequency.
Hindsightrecall token/input limits, budget, prefetch method.
Supermemorymax recall results, entity context, capture mode, custom containers.

The shared manager does not normalize these knobs. It only fences whatever text prefetch() returns and routes whatever schemas get_tool_schemas() exposes. So when debugging "why did memory not show up?", check both Hermes-level activation and provider-level mode. It is the classic two-switches-for-one-lamp problem.

Prefetch Freshness

Providers are encouraged to make prefetch() fast. Many do this by returning a cached result from a background thread that was queued by queue_prefetch() after the previous turn.

Implications:

  • the first turn may have little or no external context
  • context can be one turn behind by design
  • stale prefetch results should be discarded or scoped by session_id
  • providers serving gateway/multi-session traffic should key caches by session_id

Honcho explicitly caches context by session key and supports cadence controls. Mem0 and Supermemory use background threads. Providers should clear or refresh cached state in on_session_switch() when compression, resume, branch, reset, or new-session paths rotate the session id.

Session Lifecycle and Compression

Session End

At real session boundaries, AIAgent.shutdown_memory_provider(messages):

  1. calls MemoryManager.on_session_end(messages)
  2. calls MemoryManager.shutdown_all()
  3. calls context compressor on_session_end()

Used for CLI exit, gateway session expiry, reset paths, and similar actual teardown boundaries.

Session Commit Without Shutdown

AIAgent.commit_memory_session(messages) calls:

  • MemoryManager.on_session_end(messages)
  • context compressor on_session_end()

It does not call shutdown_all(). This is used when a session id rotates but the provider should keep running, such as context compression or /new style boundaries.

Compression

In agent/conversation_compression.py:

  1. MemoryManager.on_pre_compress(messages) fires before messages are summarized/dropped.
  2. agent.commit_memory_session(messages) flushes extraction for the old session before rotation.
  3. A new session id is created and linked with parent_session_id.
  4. The system prompt is rebuilt.
  5. MemoryManager.on_session_switch(new_session_id, parent_session_id=old, reset=False, reason="compression") refreshes provider-cached session state.

This prevents providers from writing new turns into stale document or session ids after compression. Although small, this issue can cause future memories to be associated with the wrong session scope.

Resume, Branch, New, Reset

MemoryProvider.on_session_switch() documents expected behavior for:

  • /resume
  • /branch
  • /reset
  • /new
  • context compression

Providers with cached session ids, document ids, buffers, or counters should update or reset them based on the reset flag and lineage kwargs.

OpenClaw Migration

Hermes includes a migration path for OpenClaw and legacy Clawdbot/Moldbot memory.

Public guide:

website/docs/guides/migrate-from-openclaw.md

Command:

hermes claw migrate

The command is implemented as a two-phase flow: build a preview first, then apply only after confirmation or --yes. It looks for the bundled optional-skills/migration/openclaw-migration/scripts/openclaw_to_hermes.py script first, then falls back to the user-installed copy under $HERMES_HOME/skills/migration/openclaw-migration/.

Common options:

| Option | Meaning | | --------------------------- | ---------------------------------------------------------------------------- | ------- | ------------------------------------------ | | --dry-run | Preview without writing. This is the safest first command. | | --source <path> | Use a non-default OpenClaw directory. | | --preset full | Select the full migration plan. Secrets are still excluded unless requested. | | --preset user-data | Migrate user data without secret material. | | --overwrite | Replace conflicting Hermes targets instead of skipping them. | | --migrate-secrets | Explicitly allow migration of allowlisted secrets. | | --workspace-target <path> | Copy workspace instructions to a chosen Hermes workspace. | | --skill-conflict skip | overwrite | rename | Control imported OpenClaw skill conflicts. | | --no-backup | Skip the pre-migration Hermes backup. |

Memory mapping:

OpenClaw sourceHermes destinationBehavior
workspace/MEMORY.md$HERMES_HOME/memories/MEMORY.mdParsed into entries, merged, deduped.
workspace/USER.md$HERMES_HOME/memories/USER.mdSame entry-merge behavior.
workspace/memory/*.md$HERMES_HOME/memories/MEMORY.mdDaily memory files are merged into main curated memory.

Fallback OpenClaw workspace roots include workspace.default/, workspace-main/, and workspace-<agentId>/ patterns.

Source directory discovery checks ~/.openclaw, then legacy ~/.clawdbot and ~/.moltbot when --source is not provided.

Safety checks before apply:

  • warns when OpenClaw still appears to be running, because messaging platforms can reject duplicate bot-token sessions
  • warns when the Hermes gateway is running with active platform connections
  • creates config.yaml if the migration script needs a target config file
  • can create a pre-migration Hermes backup unless --no-backup is passed
  • always prints a migration report so skipped/conflicting items are visible

Migration notes:

  • imported memory takes effect in new sessions, because built-in memory uses a frozen system-prompt snapshot
  • conflicting or unsupported material can be archived under $HERMES_HOME/migration/openclaw/<timestamp>/archive/
  • OpenClaw memory backend config is archived for manual review rather than automatically becoming a Hermes provider
  • API keys and tokens are not migrated by --preset full alone; the caller must also pass --migrate-secrets
  • Honcho has its own migration helpers for uploading prior MEMORY.md and USER.md files into Honcho user memory
  • after validating Hermes, hermes claw cleanup can archive leftover OpenClaw directories to .pre-migration names and reduce state confusion

This is a bridge between file-first OpenClaw memory and Hermes's smaller curated memory store. It is not a 1:1 port of OpenClaw's indexing/dreaming machinery.

Security and Safety

Built-In Memory Content Scan

_scan_memory_content() blocks entries containing:

  • invisible Unicode characters commonly used for injection
  • prompt injection phrases such as ignoring previous instructions
  • role hijack patterns
  • deception/hiding instructions
  • system prompt override phrases
  • credential exfiltration via curl, wget, or secret file reads
  • SSH backdoor markers
  • references to $HOME/.hermes/.env or similar secret-bearing paths

This matters because built-in memory is injected into the system prompt.

Toolset Gating

External provider tools are injected only when:

  • a provider is active
  • agent.tools exists
  • platform enabled_toolsets is None or contains "memory"

This prevents disabled platform toolsets from accidentally inheriting provider tools and latency.

Context Scrubbing

Hermes fences external memory recall and scrubs it from streamed output. This reduces the chance that recalled context leaks back to the user or gets captured as new memory by a provider.

Background Review Isolation

Background review uses skip_memory=True for external providers. Built-in memory writes still happen through the parent's MemoryStore, but Honcho/Mem0 and friends do not ingest the review harness prompt.

Interrupted Turns

External memory sync skips interrupted turns. Partial tool chains and unseen assistant text are not durable conversational truth.

Configuration Map

Built-in memory defaults live in hermes_cli/config.py:

memory:
  memory_enabled: true
  user_profile_enabled: true
  memory_char_limit: 2200
  user_char_limit: 1375
  provider: ""

nudge_interval is also read by agent_init.py, defaulting to 10 when absent.

Important paths:

PathMeaning
$HERMES_HOME/memories/MEMORY.mdBuilt-in agent notes.
$HERMES_HOME/memories/USER.mdBuilt-in user profile.
$HERMES_HOME/state.dbSession/message database for session_search.
$HERMES_HOME/.envProvider secrets written by setup.
$HERMES_HOME/plugins/<name>/User-installed memory providers.
$HERMES_HOME/<provider>.jsonCommon provider-native config location.

Provider setup is split:

SurfacePurpose
memory.providerActive provider selector. Empty means built-in only.
provider config fileNon-secret provider settings.
.envProvider secrets/API keys.
provider-specific CLIExtra commands only for active provider.

Failure Modes

AreaFailure modeExpected behavior
Built-in memory disabledNo MemoryStore; memory tool returns unavailable error.
Memory file missingRead returns empty entries; directory is created on load/write.
Duplicate addSuccess response says no duplicate added.
Over capacityMutation refused with current entries and usage.
Multiple substring matchesReplace/remove refused unless matches are identical.
Injection/exfil patternMutation refused before persistence.
External driftBackup written and mutation refused.
File lock unavailableLocking becomes no-op; atomic replace still protects readers.
Atomic write failsRuntime error from _write_file().
External provider not configuredNo provider manager or no provider tools.
Provider is_available() falseProvider is not activated.
Provider init failsWarning logged; agent continues.
Provider prefetch failsDebug logged; other memory continues.
Provider sync failsWarning/debug logged; user response not blocked.
Provider tool throwsManager returns a tool error JSON string.
Second external providerRegistration rejected with warning.
Provider mode is toolsNo automatic provider context; only provider tools are exposed.
Provider mode is contextAutomatic context is available; provider tools may be hidden.
Provider budget too smallRecall works but returns thin/truncated context.
First external-memory turnBackground-prefetched providers may have no cached recall yet.
Session switch during prefetchProviders should drop old cached recall in on_session_switch().
Interrupted turnExternal sync and queue-prefetch skipped.
Session DB unavailablesession_search returns formatted unavailable error.
WAL incompatible filesystemstate.db falls back to DELETE journal mode with one warning.
FTS query failssession_search returns search failure JSON.
CJK short queryUses LIKE fallback when trigram cannot match.
Background review setup issueBest-effort; failures are swallowed/logged.
Streaming memory fence unterminatedScrubber discards remaining hidden span.
OpenClaw source missinghermes claw migrate prints source guidance and exits without writing.
OpenClaw migration script missingMigration command reports both expected script locations.
OpenClaw/Hermes gateway still runningMigration warns before applying because bot-token sessions can conflict.
Migration conflictsPreview/report lists conflicts; default behavior skips unless --overwrite.
Secret migration expected from --preset fullSecrets remain excluded unless --migrate-secrets is passed.

Maintenance Checklist

When changing this system:

  • If memory file format changes, update ENTRY_DELIMITER, parsing, rendering, drift detection, docs, and migration behavior.
  • If memory limits change, update defaults in hermes_cli/config.py, docs, and tests around capacity errors.
  • If prompt injection scanning changes, update tools/memory_tool.py tests and consider false positives on legitimate user content.
  • If the frozen snapshot model changes, audit prefix-cache assumptions in agent/system_prompt.py, conversation_loop.py, gateway resume behavior, and background review parity.
  • If memory tool schema changes, update agent/tool_executor.py, agent_runtime_helpers.py, ACP/TUI adapters, docs, and provider mirroring.
  • If provider tool injection changes, preserve duplicate-name handling and platform toolset gating.
  • If MemoryProvider gains hooks, update MemoryManager, provider developer docs, tests, and all bundled providers that should implement them.
  • If on_memory_write() metadata changes, keep legacy positional providers compatible through _provider_memory_write_metadata_mode().
  • If session id rotation changes, audit on_session_switch() paths for resume, branch, reset, new, and compression.
  • If compression lifecycle changes, preserve on_pre_compress(), commit_memory_session(), and provider session switch ordering.
  • If session_search result shape changes, update tool schema, ACP/TUI formatting, docs, and tests.
  • If state.db schema changes, update SCHEMA_VERSION, migrations, FTS triggers/backfill, and search tests.
  • If background review changes, ensure external providers remain skipped and built-in memory writes still land through the parent store.
  • If provider discovery changes, preserve bundled precedence and active-provider CLI gating.
  • If provider mode/budget knobs change, update the provider README, setup/status CLI, Provider Modes and Budgets, and any provider-specific tests.
  • If prefetch caching changes, audit session-id scoping, turn ordering, and on_session_switch() stale-result clearing.
  • If OpenClaw migration mapping changes, update hermes_cli/claw.py, the openclaw-migration skill, the public migration guide, migration tests, and this document.
  • If migration safety posture changes, keep preview-first behavior, gateway warnings, backup behavior, conflict reporting, and explicit secret migration aligned across CLI help and docs.

Useful tests:

  • tests/tools/test_memory_tool.py
  • tests/tools/test_memory_tool_schema.py
  • tests/tools/test_memory_tool_import_fallback.py
  • tests/tools/test_session_search.py
  • tests/agent/test_memory_provider.py
  • tests/agent/test_memory_user_id.py
  • tests/agent/test_memory_session_switch.py
  • tests/agent/test_streaming_context_scrubber.py
  • tests/cli/test_branch_command.py
  • tests/run_agent/test_memory_provider_init.py
  • tests/run_agent/test_memory_nudge_counter_hydration.py
  • tests/run_agent/test_memory_sync_interrupted.py
  • tests/run_agent/test_commit_memory_session_context_engine.py
  • tests/run_agent/test_background_review.py
  • tests/hermes_cli/test_memory_reset.py
  • tests/hermes_cli/test_claw.py
  • tests/hermes_cli/test_setup_openclaw_migration.py
  • tests/gateway/test_memory_monitor.py
  • tests/gateway/test_shutdown_memory_provider_messages.py
  • tests/skills/test_openclaw_migration.py
  • tests/skills/test_openclaw_migration_hardening.py
  • tests/test_honcho_client_config.py
  • tests/plugins/memory/test_hindsight_provider.py
  • tests/plugins/memory/test_supermemory_provider.py
  • tests/plugins/memory/test_mem0_v2.py
  • tests/plugins/test_retaindb_plugin.py
  • provider-specific tests under tests/plugins/memory/ and tests/honcho_plugin/

Implementation References

FilePurpose
tools/memory_tool.pyBuilt-in MemoryStore, memory tool, limits, scan, drift guard, atomic persistence.
agent/prompt_builder.pyMemory and session-search behavioral guidance.
agent/system_prompt.pyBuilt-in and external memory prompt injection.
agent/agent_init.pyMemory store/provider initialization and provider tool injection.
agent/conversation_loop.pyMemory nudge, provider prefetch, context injection, post-turn sync, background review.
agent/tool_executor.pyRuntime execution of memory and provider mirroring.
agent/agent_runtime_helpers.pyHelper dispatch path for memory, session_search, and provider tools.
agent/memory_provider.pyExternal provider ABC and hook contract.
agent/memory_manager.pyProvider orchestration, fencing, scrubbing, routing, lifecycle hooks.
plugins/memory/__init__.pyProvider discovery, loading, active provider CLI discovery.
hermes_cli/memory_setup.pyProvider setup/status command implementation.
hermes_cli/claw.pyhermes claw migrate and cleanup command wrapper around the OpenClaw migration skill.
optional-skills/migration/openclaw-migration/scripts/openclaw_to_hermes.pyOpenClaw-to-Hermes migration engine and memory import mapping.
hermes_state.pySession DB schema, WAL fallback, FTS indexes, search primitives.
tools/session_search_tool.pyBrowse/discover/scroll conversation recall tool.
agent/background_review.pyMemory/skill review fork and metadata helpers.
agent/conversation_compression.pyPre-compression hook, session commit, session rotation, provider switch notification.
gateway/memory_monitor.pyGateway process memory usage monitor.
website/docs/user-guide/features/memory.mdPublic built-in memory docs.
website/docs/user-guide/features/memory-providers.mdPublic provider docs and comparison.
website/docs/developer-guide/memory-provider-plugin.mdProvider authoring guide.
website/docs/guides/migrate-from-openclaw.mdPublic migration guide and post-migration checklist.
plugins/memory/honcho/Honcho provider implementation and CLI.
plugins/memory/openviking/OpenViking provider.
plugins/memory/mem0/Mem0 provider.
plugins/memory/hindsight/Hindsight provider.
plugins/memory/holographic/Local SQLite/holographic provider.
plugins/memory/retaindb/RetainDB provider.
plugins/memory/byterover/ByteRover provider.
plugins/memory/supermemory/Supermemory provider.

One-Screen Architecture

Startup
  -> load built-in MemoryStore from $HERMES_HOME/memories
  -> capture frozen prompt snapshot
  -> load optional memory.provider
  -> initialize MemoryManager and provider
  -> inject provider tools if memory toolset is enabled

Prompt build
  -> stable/context prompt layers
  -> built-in MEMORY.md / USER.md snapshot
  -> provider system_prompt_block()
  -> date/session/model metadata

User turn
  -> memory nudge counter updates
  -> provider on_turn_start()
  -> provider prefetch_all(clean user message)
  -> fenced recall injected into current user message
  -> model may call memory/session_search/provider tools

Tool writes
  -> built-in memory validates, locks, reloads, detects drift
  -> atomic write to MEMORY.md or USER.md
  -> add/replace mirrored to external provider

Turn end
  -> provider sync_all(user, assistant)
  -> provider queue_prefetch_all(user)
  -> optional background review saves memory/skills

Compression/session boundary
  -> provider on_pre_compress()
  -> provider on_session_end()
  -> session id rotates
  -> provider on_session_switch()

Practical Gotchas

  • Built-in memory is compact by design. Put transcripts and old task details in session_search, not MEMORY.md.
  • Mid-session memory writes do not alter the active system prompt snapshot.
  • memory has no read action. Use tool responses or wait for the next session snapshot.
  • replace and remove need a unique substring, not an ID.
  • External providers are best-effort and additive.
  • Background review intentionally skips external providers.
  • session_search returns raw messages, not summaries.
  • state.db may fall back from WAL to DELETE on network filesystems.
  • Provider storage must use hermes_home for profile isolation.
  • If recalled context appears in output, look at StreamingContextScrubber before blaming the provider; the context fence may be leaking.
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