8523402db00a9f477dd2ee28cfaf974aec3ed555
13 Commits
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b4d04eb8fd |
Connector tools (Gmail, Linear, Notion, ...) are searchable and callable through tool_search for signed-in Nous users (#106842)
* feat: add session-scoped connector access for onboarding
* fix(connectors): availability is the config flag AND the portal entitlement — no free-tier leg
The port carried a third availability leg from hermes-magic: a stored guest
(free-tier) identity short-circuits the managed-tool entitlement check. That
leg reads hermes_cli.anon_auth, which does not exist on hermes-agent main, so
connectors_available() raised ImportError inside its fail-closed try and the
whole connector surface was silently dark on a plain upstream checkout.
On this tree availability is the two-leg AND the design started with:
tools.connectors.enabled AND managed_nous_tools_enabled(). The free-tier leg
is a hermes-magic concern and belongs in hermes-magic's own delta over this
branch, next to the identity it depends on. Its integration test goes with it.
* docs(tool-search): connectors section — remote tools through the bridge
The squashed port carried the code but not the user-facing docs. Restores the
Connectors section of the Tool Search page and the connector-gateway host /
CONNECTOR_GATEWAY_URL override on the Tool Gateway page, updated for the
manage_connections tool and the pure-connector batch rule.
* fix(tool-search): connector tools rank with local tools in one pass instead of taking leftover slots
dispatch_tool_search ran BM25 over the local catalog, filled `limit` slots,
then appended connector hits only into slots left empty. On a 300-tool
catalog no slot was ever empty, so with Gmail and Google Calendar connected
"send gmail email" returned five betterstack tools and zero connector tools.
The gateway's hits for a query now become catalog entries (connector name,
slug words, description as the search text) and join the local catalog for
that query's BM25 pass. One ranking, one rarest-token admission rule for both
sources, `limit` as the total per query. The merge loop and the separate
record builder for connector hits are gone; `_shared_tool_record` serves both
sources.
The gateway search timeout rises from 8 s to 30 s. One request with six
use_cases measured 7 s, so 8 s sat on the edge and cut real answers off; the
failure path is unchanged (local-only results, no error to the model).
Live, 311 local tools + gateway, before -> after:
"send gmail email": 5 betterstack tools -> gmail SEND_EMAIL, CREATE_EMAIL_DRAFT
"read google calendar events": 5 betterstack tools -> googlecalendar EVENTS_LIST_ALL_CALENDARS
"linear create issue", "betterstack incident": unchanged
Benchmark (25 labelled queries): connector recall 0.09 -> 0.82, precision@5
0.18 -> 0.59, false positives on absent intents 17 -> 2.
* refactor(tool-search): connector leg into tools/connector_search.py
tools/tool_search.py is a facade. The connector leg (gateway hits as catalog
entries for tool_search, remote schemas for tool_describe, the
connections_in_scope gate) was appended to it by the port. It now lives in
its own sibling, tools/connector_search.py, and the facade imports the three
entry points: connections_in_scope, connector_entries_by_group,
remote_schemas_for.
No behaviour change. The tool_describe remote block became
remote_schemas_for(names, current_tool_defs, connector_describe) with the
same inputs, the same silent-degradation contract and the same injection
seam the tests already use.
* fix(tool-search): at most 7 queries per call, the gateway's search limit
One tool_search call sends all its queries to the connector gateway as one
search request. The gateway answers 7 use_cases per request and returns
HTTP 502 for 8 or more (measured 2026-09-09, re-measured with one-word
use_cases: it is a count limit, not a size limit). With the client cap at
10, a model sending 8 to 10 queries lost every connector hit for that call
and saw local-only results with no error.
The shared constant splits: _MAX_QUERIES_PER_CALL = 7 for search,
_MAX_DESCRIBE_NAMES_PER_CALL = 10 for describe, which has no remote count
limit. Eight or more queries now get the existing "too many queries" retry
hint before any request is made. No chunking: one call, one request.
* fix(tool-search): the model is told that connectors__ names are manage_connections accounts
tool_search results carry names like connectors__gmail__CREATE_EMAIL_DRAFT and
manage_connections is the tool that checks and connects those accounts, but
nothing told the model the two are the same thing. A model that hit
CONNECTION_REQUIRED had to infer the fix on its own.
The tool_search description gains one sentence making the link, added at
assembly only when manage_connections is in the session's tools. Signed out
or with connectors off the tool is absent and the description is unchanged,
so it never names a tool the model cannot call. This follows the existing
rule for cross-tool references (tools/AGENTS.md): they are added dynamically
from the session's actual tool set, never hardcoded in a schema.
Tool defs are fixed for the life of a conversation, so the description is
byte-stable per conversation; this is a one-time prefix change.
Live, real get_tool_definitions() against a signed-in home: sentence present.
Same home with auth.json removed: manage_connections absent, sentence absent.
* fix(connectors): /stop halts a connector batch before the next remote call
dispatch_connector_batch runs every remote entry of a tool_call batch in
sequence. The executor only checks the interrupt flag between tools, and
the whole batch is one tool to it, so a /stop landing during entry 1 of
20 still sent the other 19 to the gateway.
The loop now reads tools.interrupt.is_interrupted before each dispatch.
Once set, it stops calling handle_function_call and fills every unstarted
slot with the loop's existing error-slot shape, code INTERRUPTED and the
message "Stopped by the user before this call was made.", so the result
envelope stays valid and the counts stay honest. Entries already
dispatched keep their real results.
Test: three connector calls where the fake client sets the interrupt on
the first execute. The client sees exactly one call and slots 2 and 3
carry INTERRUPTED. Red on the base branch, green with the fix.
* test(connections): schema assertions become dispatch contracts
test_schema_documents_wait_and_its_timeout froze description fragments
("REQUIRED", "can NOT disconnect", "Nous Portal"). A wording edit fails
it while a real regression (a disconnect that reaches the gateway) does
not. That is a snapshot of prose, not a behaviour contract.
Delete it. The requirement that wait needs connectors is already covered
by test_wait_requires_connectors. The user-only disconnect boundary is
now asserted as behaviour: action disconnect with a connector returns an
error and the fake client records no call. That replaces the earlier
de-authenticate test, which only checked that the word "dashboard"
appeared in the error text.
Test count in the file goes from 26 to 25.
* docs(tool-search): connector batches are one gateway request per entry
The user guide said a connector batch travels as one gateway request. It
does not: model_tools_connectors.dispatch_connector_batch re-enters core
dispatch per entry, and each entry becomes its own execute request in
bridge._run_remote (plus at most one literal-slug retry when the gateway
reports TOOL_NOT_FOUND under the conventional slug). The docstrings in
tools/tool_gateway/bridge.py and tools/tool_gateway/__init__.py still
described the abandoned V1 plan and claimed nothing outside the package
imports it.
Rewrite those sentences to match the code: one request per entry, in
input order, dispatched from model_tools_connectors.py, with the per-entry
approval and interrupt behaviour that motivated the split. The guide also
still showed the single-call shape tool_call(name, arguments); both
places now show the `calls: [{name, arguments}]` array the schema
advertises and note that a single local call is an array of one.
Docs only, no test.
* fix(tools): the between-turns refresh never rewrites the bridge tools
The per-turn MCP refresh folds a fresh tool snapshot into the live array
with preserve_prefix: order and membership stay, but a name present in both
takes the fresh schema. That is right for ordinary tools, whose schema is a
constant. tool_search is the one tool whose description is derived from the
session: the deferred-tool count, the embedded listing, and, on this branch,
whether manage_connections was present. A late MCP server or one failed
portal lookup (manage_connections' check_fn fails closed) changed those bytes
on the next turn, and every byte after tool_search in the cached prefix was
re-prefilled. The array also contradicted itself in that case: the flapping
manage_connections was carried forward while the description lost its hint.
The bridge entries now keep the bytes they were built with for the life of
the conversation. Nothing is lost: tool_search reads the live catalog at
dispatch, so tools that arrived late are still found; connector availability
is checked at dispatch too. The compaction-boundary rebuild (content_aware,
the one sanctioned cache break) still refreshes the description.
Consequence: connector exposure in the prompt is decided once, at agent
build, by whether the user was signed in then. That is the intended
contract.
* refactor(tool-search): normalize_tool_call_entries lives with the other argument validation
The port appended the tool_call argument parser to the tool_search facade.
The family already has tools/tool_search_validation.py for exactly this
work (schema validation of deferred call arguments), so the parser moves
there and the facade imports it. No behaviour change; the one test that
imported it now imports from the defining module.
* refactor(connectors): delete the unused batch dispatcher; _run_remote becomes run_remote
bridge.dispatch_calls and its helpers (_dispatch_calls_inner, _run_pre_dispatch,
_run_local, _error_slot, _maybe_parse_json) and the LocalDispatch / PreDispatch
seams had no production caller. Connector dispatch runs through
model_tools_connectors: dispatch_connector_batch re-enters handle_function_call
once per entry, so scope, hook, approval and middleware policy fire against each
composed name inside core dispatch, and dispatch_connector_call hands the single
planned entry to the bridge's transport function. Only tests called the batch
dispatcher, and they exercised policy seams that production never wires.
The transport function is the module's real entry point, so it drops the
underscore: _run_remote becomes run_remote, body unchanged. The module
docstring now describes the two legs that exist (availability with D32 silent
degradation, and run_remote) instead of the injected seams. Imports that only
the deleted code used are gone; merge.py is untouched because every export
still has a caller.
Tests that drove dispatch_calls are deleted where they covered the removed
seams (pre_dispatch blocks and rewrites, local_dispatch classification, mixed
batches). The literal-slug fallback, the per-entry transport failure, and the
hook rewrite reaching the gateway request body are re-targeted at
handle_function_call('tool_call', ...) with the fake client swapped in at
bridge._default_client_factory, the same seam test_connector_dispatch_policy
uses. Each re-targeted test fails when the retry is disabled in run_remote.
* fix(connectors): search keeps the twin a colliding name reaches, and says so
format_connector_name strips the toolkit prefix, so GMAIL_FETCH_PROFILE and a
literal FETCH_PROFILE on gmail both compose to connectors__gmail__FETCH_PROFILE.
describe and execute decode that name to the prefixed slug first, so the
literal twin is unreachable under it. If a vendor ever shipped both, search
could describe the literal under a name that runs the prefixed tool.
Search is the one place that sees both twins in one response. It now keeps
the twin the name reaches and drops the other with a WARNING that names both
slugs, whichever the gateway listed first. Short names stay; no marker, no
per-process map, no change to describe or execute. No such pair exists in the
live catalog today; the guard turns a silent alias into a logged one.
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cf4b78e91f |
fix(tool-search): a query no tool answers returns nothing, not five tools sharing one word (#106676)
search_catalog admitted every document with BM25 score > 0 and then padded
to `limit`. BM25 sums over the tokens a document shares with the query, so
on a 300-tool catalog "send gmail email" returned five incident tools that
shared only "email", and the discriminating word ("gmail", in no document)
had no say. The model read those as the answer.
Admission is now the query's rarest token: a document is a result only if it
contains the query token with the highest IDF, the one that names the intent.
Common verbs ("send", "read", "create") sit in dozens of documents and never
gate; vendor and object words ("gmail", "github", "incident") do. A token no
document carries admits nothing, and the existing empty-group hint tells the
model to retry without it. The name-substring fallback is deleted: it admitted
tools that matched no query token at all.
Result descriptions are clipped at 500 characters instead of 400. Over 353
vendor tool descriptions, 500 keeps 91% whole and every first sentence
(first-sentence max 329); 400 kept 82%.
Measured on the live 311-tool catalog with 25 hand-labelled queries:
precision@5 0.18 -> 0.43, wrong names returned 102 -> 66, false positives on
absent intents 17 -> 13. Live before/after: "send gmail email" went from five
betterstack tools to an empty group with the retry hint; "linear create issue"
and "betterstack incident" are unchanged.
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9514d354ca |
fix(tool-search): validate deferred tool_call arguments against the concrete schema before dispatch
The generic tool_call(name, arguments: object) bridge hides a deferred tool's real parameter schema from provider-native validation. Before this, only top-level required-key absence was checked, so invalid enums, wrong types, nested required fields and forbidden extra properties reached the handler or MCP server. Now the call is coerced (same coerce_tool_args path normal dispatch uses) and validated with the schema's declared JSON Schema draft; failures return the path, constraint and parameters schema so the model repairs the call in one round-trip. Fails open on missing/malformed schemas, external $ref, or missing jsonschema. Fixes #73175 Salvaged from #73179 onto current main (post core-tool deferral #97979). Co-authored-by: teknium1 <teknium@nousresearch.com> |
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3b065745ca | refactor(tool-search): keep batch caps internal | ||
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e455e4afd0 |
feat(tool-search): multi-query search, batched describe, Snowball stemming
tool_search now takes queries: string[] (searched independently against the same catalog, limit applies per query, default 5 / max 25) and returns the split shape: per-query groups carry tool names only, one shared tools map holds each matched tool's source, description (400-char cap) and required parameter names once. When some queries miss, a single top-level available_sources + hint block replaces the old per-response fallback. tool_describe now takes names: string[] and returns a map keyed by name; unknown names collect in not_found (with the refresh hint) and non-deferrable names keep their per-name spelling-check error in errors, so one bad name no longer fails the whole call. Duplicates dedupe silently. The shared tokenizer now applies Snowball stemming (english, exact-pinned snowballstemmer) at both index and query time, closing the measured plural/singular miss where 'issues' failed to return create_issue. The inline BM25 is unchanged. Stemmer instances are thread-local (they carry mutable parse state and bridge dispatch can run on parallel tool-call threads). New config knobs under tools.tool_search: max_queries / max_describe_names (default 10 each, floor 1, no upper clamp) bound the per-call array inputs; over-cap calls error so the model repairs in one round-trip. No backward compatibility with the single query/name shapes, by decision. scripts/analyze_livetest.py renders both shapes since transcripts on disk may predate this change. |
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62b2d78025 |
fix(tool-search): bridge batch barrier, listing truncation, source indexing (salvage #92693, part 1)
Four fixes to the tool-search deferral layer, split from PR #92693 (the availability-cache staleness fix ships separately): 1. The parallel batch planner now peels the tool_call bridge wrapper and decides admission on the underlying tool — supports_parallel_tool_calls works again when deferral is active. Unparseable wrappers stay sequential barriers; bridged calls get exactly the admission the same call gets direct. tool_search/tool_describe lookups batch concurrently. 2. _short_desc no longer truncates listing lines at 'e.g.', hostnames, or version strings — a sentence terminator must be followed by whitespace. 3. BM25 indexes the source label (e.g. 'linear' for mcp-linear), so service-name queries reach tools whose own name omits the service; the dead 'mcp' prefix token is stripped. 4. Substring-fallback docstring corrected (token misses, not zero-IDF). Salvaged from #92693 by @alt-glitch with authorship preserved. |
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48e12a06fa | perf(tools): shrink lazy tool catalog overhead | ||
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e9fe060ebf |
feat(tools): tier-2 server-summary hint + per-server listing degradation; 5% default budget
Teknium review changes on the tiered policy:
1. threshold_pct default 10 -> 5 (listing budget = min(5% of context,
listing_max_tokens)); unknown-context fallback 20K -> 10K.
2. Tier 2 no longer leaves the model blind: when even names-only doesn't
fit, the bridge description now carries a one-line-per-server summary
('cloudflare (3320 tools)') plus an instruction to search FIRST rather
than substitute a generic tool or claim the capability is missing —
the measured tier-2 failure mode (core-tool substitution) at zero
meaningful token cost (~50 tokens/server).
3. Listing degradation is now PER SERVER, largest first: one oversized
server (Cloudflare) collapses to its summary line while small
co-attached servers (Linear) keep their full per-tool listings
('mixed' form). Previously global: attaching Cloudflare next to
Linear silently cost Linear its listing. Greedy fit is deterministic
(size then label) so the rendered block stays byte-stable per catalog
— prompt-prefix cache safe.
E2E on real captures (defaults, 200K ctx): linear alone -> tier 1 full;
unreal alone -> tier 2 groups (5% budget) / tier 1 names at 1M;
cloudflare alone -> tier 2 groups; linear+cloudflare -> tier 1 MIXED
(linear fully listed, cloudflare summarized). 48/48 tests.
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0986ac393f |
feat(tools): tiered tool disclosure — always defer MCP/plugin tools, scale the listing with catalog size
Tier 0: no MCP/plugin tools -> everything eager (pass-through).
Tier 1: deferred tools whose catalog listing fits min(threshold_pct%
of context, listing_max_tokens) -> bridge + skills-style
listing, degrading to names-only over budget.
Tier 2: listing over budget even names-only (Cloudflare's flat API
surface: 3,320 tools, names alone ~32K tokens) -> bare bridge,
discovery through tool_search only.
The old activation threshold (defer only when schemas > threshold_pct
of context) let mid-size catalogs ride eager and pay full schema cost;
with servers like Cloudflare (~597K tokens of schema, would not even
fit a 200K window) the binary gate is the wrong shape. Activation is
now driven purely by deferrable-tool presence; threshold_pct is
repurposed as the listing budget's context-relative leg.
- AssemblyResult gains tier + listing_form for observability
- listing_max_tokens default 4000 -> 20000 (cap 60000) so an 830-tool
catalog keeps a names-only listing while Cloudflare-scale drops to
bare bridge
- E2E verified against real captures: Linear 24 tools -> tier 1 full,
Epic UE 5.8 830 tools -> tier 1 names-only, Cloudflare 3,320 tools
-> tier 2 (both 200K and 1M context)
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e869accc1a |
feat(tools): skills-style catalog listing for tool_search progressive disclosure
Deferred MCP/plugin tools become invisible once the tool_search bridge activates — live benchmarking (48 runs, Claude Haiku 4.5) showed models substituting visible core tools (terminal/web_search/browser) for deferred capabilities or declaring them nonexistent instead of searching: 16/24 task success vs 24/24 with eager loading. Skills never had this failure mode because every skill keeps a ~21-token name+description listing line in the system prompt. This ports that exact pattern to the tool bridge: when tool_search activates, a grouped manifest of every deferred tool (name + first sentence of description, clipped to 60 chars, grouped per MCP server / toolset) is embedded in the tool_search bridge description. - tools/tool_search.py: build_catalog_listing() with deterministic ordering (byte-stable across assemblies -> prompt prefix stays cacheable); token-budget fallbacks full -> names-only -> legacy bare count; bridge_tool_schemas(listing=...) embeds it and instructs the model to skip tool_search when the exact name is visible (one fewer round-trip per use) - config: tools.tool_search.listing auto|on|off (default auto), listing_max_tokens (default 4000, clamped 200..20000); legacy bool shapes keep working - tests: 8 new tests (config parsing/clamps, short-desc clipping, deterministic rendering, budget fallbacks, bridge embedding, assembly on/off paths); full file green (47 passed) - docs: tool-search.md config table + rationale - scripts/tool_search_livetest2.py: benchmark harness v2 with real per-call token accounting (normalize_usage spy) and a third 'listing' mode for A/B/C comparison |
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b31b0b9d95 |
docs: reconcile docs with code across last 3 releases (#54254)
Audited the last 3 releases (v2026.5.28..main) against the docs site and fixed code-vs-docs drift: - slash-commands: add /moa, /prompt, /pet, /hatch, /timestamps - cli-commands: add hermes pets / project / desktop / whatsapp-cloud + dashboard register; correct --insecure (now a deprecated no-op); add gateway migrate-legacy + enroll --wake-url + dashboard --skip-build - environment-variables: document the remaining ~48 env vars (SimpleX, Photon, Teams adapter, per-platform *_ALLOW_ALL_USERS, home-channel vars, IRC, Brave/Krea/Notion/Linear/Airtable/Tenor keys, QQ_SANDBOX) — full OPTIONAL_ENV_VARS (265) now covered - configuration: document tool_loop_guardrails, goals, prompt_caching, network, onboarding, dashboard config blocks - toolsets/tools-reference + tools.md: add coding/project toolsets and read_terminal/project_* tools; remove the stale messaging toolset and send_message agent tool (removed in #47856); drop stale RL-training prose - messaging: new IRC channel page (adapter shipped without docs) + index row + sidebar + env vars - pets: document the /hatch AI generation pipeline + Nous/OpenRouter image backend - web-dashboard: document the bearer-token / TokenPrincipal service auth path - purge agent-callable send_message references across guides/features and the research-paper-writing skill (tool removed in #47856) Verified: docusaurus build succeeds; all authored internal links resolve. |
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7427b9d581 |
fix(tool-search): scope bridge catalog + dispatch to the session's toolsets
Tool Search read its catalog from the global registry (get_tool_definitions
with no toolset scope = 'start with everything'), so a restricted-toolset
session — subagent, kanban worker, curated gateway session — could:
1. tool_search the entire process registry, not just its granted tools, and
2. tool_call any registered plugin/MCP tool it was never given, because
registry.dispatch() has no enabled_tools gate for non-execute_code tools.
A scoped session (enabled_toolsets=['mcp-github']) reported total_available=26
and successfully invoked an out-of-scope plugin tool via tool_call.
Fix:
- handle_function_call gains enabled_toolsets/disabled_toolsets; the bridge
dispatch scopes get_tool_definitions to them (also stops polluting the
process-global _last_resolved_tool_names with out-of-scope tools, which
leaked into execute_code's sandbox-tool fallback).
- A defense-in-depth gate rejects any tool_call'd name not in the scoped
deferrable catalog.
- tool_executor's unwrap (both concurrent + sequential paths) enforces the
same scope before dispatch, since it unwraps tool_call -> underlying name
and bypasses the bridge branch. New _tool_search_scoped_names() helper,
cached per-agent on registry generation + toolset scope.
- New scoped_deferrable_names() helper in tool_search.py shared by both sites.
Tests: 4 new regression tests in TestRegression_ToolsetScoping (scoped
catalog, out-of-scope tool_call rejection, no global pollution, helper).
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369075dc95 |
feat(tools): progressive tool disclosure for MCP and plugin tools
Adds Tool Search, a structured-tools progressive-disclosure layer that
replaces MCP and non-core plugin tools in the model-visible tools array
with three bridge tools (tool_search / tool_describe / tool_call) when
the deferrable surface would consume more than a configurable percentage
of the active model's context window. Core Hermes tools are never deferred.
Default mode is 'auto' with a 10% context threshold, so small toolsets
pay no overhead. Set tools.tool_search.enabled to 'on' to force or 'off'
to disable.
Design carefully reflects the OpenClaw production failure modes
documented in the openclaw-tool-search-report:
- Core tools never defer (toolsets._HERMES_CORE_TOOLS). Addresses the
'tools silently missing from isolated cron turns' regression class
(openclaw#84141) by construction: there is no code path that can
drop a core tool.
- Catalog is stateless across turns — rebuilt from the live tool-defs
list on every assembly. No session-keyed Map that can drift out of
sync with the registry.
- tool_call unwraps the bridge call before any hook fires, so plugin
pre/post hooks, guardrails, approval flows, and the activity feed
all see the underlying tool name, not the bridge (addresses
openclaw#85588 and the verbose-mode complaint on openclaw#79823).
- The unwrap happens in both the parallel and sequential paths of
agent/tool_executor.py and also in handle_function_call, so direct
callers (sandboxed code, eval harnesses) are covered too.
- Bridge tools cannot invoke each other (recursion guard) and cannot
invoke core tools (those must be called directly).
- Tools mode only — no JS-sandbox code-mode. Keeps the surface small.
- Token estimation via cheap char/4 heuristic; precision isn't needed
for the threshold decision.
Files:
- tools/tool_search.py — new module (BM25 retrieval, classification,
threshold gate, bridge dispatch, unwrap helper).
- tests/tools/test_tool_search.py — 35 tests including the OpenClaw
#84141 regression guard.
- model_tools.py — wires assembly into _compute_tool_definitions as the
final step, adds skip_tool_search_assembly kwarg so the bridge can
see the real catalog, dispatches the three bridge tools.
- agent/tool_executor.py — unwraps tool_call in both parallel and
sequential parsing loops so checkpointing, guardrails, plugin hooks,
and tool-progress callbacks all observe the underlying tool name.
- hermes_cli/config.py — DEFAULT_CONFIG['tools']['tool_search'] block.
- website/docs/user-guide/features/tool-search.md — user docs.
Validation:
- 35/35 new tests pass.
- Existing tool/registry/model_tools/config/coercion/executor tests
(82 + 74 + small adjacents) green.
- Live E2E: 20 fake MCP tools registered, get_tool_definitions returns
3 bridges, tool_search returns top 3 hits, tool_describe returns
full schema, tool_call dispatches to the real underlying handler
and the underlying result is what the model sees.
- Reserved-name recursion guard verified live.
- Core-tool refusal via tool_call verified live.
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