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memory-os/setup/install.md

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Setup Guide

Step-by-step installation of the Memory OS stack. Assumes Hermes Agent is already installed and configured.

Prerequisites

  • Hermes Agent 0.14.0+ (tested on 0.15.2)
  • Python 3.11+
  • Docker 24.0+
  • OpenRouter API key only if using OpenRouter as embedding backend (Ollama/vLLM/llama.cpp local providers do not require a key — see Layer 5: Qdrant)
  • 16 GB RAM recommended (8 GB minimum)

Installation

1. Icarus Plugin (bundled)

# Copy the bundled Icarus fork into the Hermes plugins directory
cp -r icarus/ ~/.hermes/plugins/icarus/

2. Database Setup

Install the Python dependencies first:

pip install -r requirements.txt

Memory OS requires two SQLite databases with FTS5 full-text search indexes: state.db (session history, lineage, reflection budget) and memory_store.db (facts, entities, memory banks). The setup script creates both with idempotent CREATE TABLE IF NOT EXISTS statements — safe to run multiple times.

python setup/setup_db.py

What it creates:

Database Tables
state.db sessions, messages, messages_fts (FTS5), messages_fts_trigram, lineage, reflection_budget, compression_locks, schema_version, state_meta
memory_store.db entities, facts, facts_fts (FTS5), fact_entities, memory_banks

Options:

python setup/setup_db.py --dry-run          # preview without executing
python setup/setup_db.py --state-db /custom/path/state.db
python setup/setup_db.py --memory-db /custom/path/memory_store.db

Environment variables override defaults:

export STATE_DB_PATH=/home/your-user/.hermes/state.db
export MEMORY_STORE_PATH=/home/your-user/.hermes/memory_store.db

3. Enable Icarus in Hermes Config

Icarus must be registered as an enabled plugin. Edit ~/.hermes/config.yaml:

enabled:
  - hermes-achievements       # optional
  - icarus                    # required — activates fabric tools + context injection hooks

Then restart the gateway:

hermes gateway restart

Verify the plugin loaded:

hermes status
# → Should show: icarus v0.3.0 (16 tools, 4 hooks)

4. Docker Infrastructure

The compose file lives in the docker/ directory of this repository and must be run in-place — the worker build context (./worker) is relative to the compose file location.

# Navigate to the docker directory inside your clone
cd /path/to/memory-os/docker

# Create .env with required variables
cat > .env << EOF
# Required only for OpenRouter embedding backend; safe to leave empty for local providers
OPENROUTER_API_KEY=sk-or-...
REDIS_PASSWORD=$(openssl rand -hex 16)
# Optional overrides (defaults shown)
EMBEDDING_DIMS=4096
COLLECTION_NAME=knowledge_base
LOG_LEVEL=INFO
EOF

# Start the stack
docker compose up -d

Verify all three services are running:

docker compose ps
# → Should show redis, qdrant, and worker all with Status: Up

curl -s http://localhost:6333/healthz  # → {"title":"ok","version":"1.17.1"}
redis-cli -a "$REDIS_PASSWORD" ping    # → PONG

5. Environment Variables

Add to your Hermes profile .env (e.g. ~/.hermes/.env):

# Required
FABRIC_DIR=/home/your-user/vault/fabric

# Required only when using OpenRouter as embedding backend
OPENROUTER_API_KEY=sk-or-...

# Strongly recommended
ICARUS_EXTRACTION_MAX_TOKENS=4096
ICARUS_EXTRACTION_MODEL=deepseek/deepseek-v4-flash
EMBEDDING_DIMS=4096

# Optional — Embedding backend (defaults to OpenRouter)
# EMBEDDING_API_BASE=https://openrouter.ai/api/v1
# EMBEDDING_MODEL=qwen/qwen3-embedding-8b

# Optional — API key for non-OpenRouter authenticated embedding endpoints
# (vLLM with --api-key, custom hosted services). Not needed for OpenRouter
# or local unauthenticated providers.
# EMBEDDING_API_KEY=your-key-here

# Optional
ICARUS_OBSIDIAN=1
ICARUS_RESULT_MAX_CHARS=500
ICARUS_TASK_MAX_CHARS=300

⚠️ Use absolute paths. The Hermes gateway runs as a systemd service — ~ is not expanded. Always use /home/your-user/....

6. Core File Modifications

Apply the additions documented in setup/rulebook.md and modifications/soul-rulebook.md:

~/.hermes/rulebook.md — apply the three amendments from modifications/execution-agent-protocol.md (see setup/rulebook.md for a summary). Each amendment targets a specific section of the Execution Agent protocol — insert it after the referenced section.

  • Each amendment starts with <!-- Memory OS amendment — do not duplicate -->. Before applying, check whether this marker already exists in your rulebook — if it does, skip that amendment.

SOUL.md — add Ground Truth level 2 (injected memory) and context injection convention as documented in modifications/soul-rulebook.md.

~/.hermes/.env — set HERMES_AGENT_NAME=hermes (or any unique name). This distinguishes your agent in fabric entries and enables multi-agent handoff. Without it, all entries use the fallback agent: "agent" and cross-agent features are disabled.

These modifications ensure the agent treats injected memory as more authoritative than training knowledge, and knows where to find persisted information without re-discovering it.

7. Wiki + Vault Setup

Memory OS stores its knowledge pipeline inside an Obsidian vault. The vault path is user-specific — set it as an environment variable first:

# Set this to your Obsidian vault path
export VAULT_PATH=/home/your-user/path/to/vault

Create the wiki directory structure:

mkdir -p $VAULT_PATH/wiki/{raw,concepts,entities,comparisons,_meta,_archive}

What goes where:

  • raw/ — source documents to be ingested and curated
  • concepts/, entities/, comparisons/ — auto-generated by vault-curator
  • _meta/ — pipeline metadata (SCHEMA.md, indexes)
  • _archive/ — aged-out content from decay scanner

The wiki starts empty. Add source documents to raw/ and the wiki-continuous-ingest cronjob (step 7) will begin extracting structured pages.

Optional — Vault Curator: For automatic enrichment, semantic linking, and MOC generation, install vault-curator as a separate tool. It runs independently and is not required for Memory OS core functionality.

8. Maintenance Scripts

The scripts/ directory in this repository contains the maintenance tools that keep the memory stack healthy. Copy them to a location of your choice (e.g. ~/memory-os-scripts/) and schedule them.

Script Schedule Purpose
wiki_continuous_ingest.py Hourly Detects new/modified .md files and enqueues them to the ARQ worker
decay_scanner.py Weekly (Sun 3am) Archives low-importance chunks based on age and importance_score
dlq_manager.py Every 6 hours Reads, classifies, and reports dead letter queue failures
semantic_dedup.py Monthly (1st Sun) Scans for near-duplicate vectors (cosine > 0.92)
backfill_decay_metadata.py One-shot / on-demand Populates missing metadata (created_at, importance_score) for decay scanner
pre_validator.py On-demand Semantic linter — queries knowledge_base before I/O actions
reflection_trigger.py Every 5 min Triggers micro_reflection when ARQ worker is idle
bulk_wiki_ingest.py One-shot Initial bulk ingestion of existing wiki content
holographic-memory-backup.py Weekly (Mon 4am) Dump and compress memory_store.db to backup directory
wiki-raw-ingest-monitor.py Twice/week (Mon/Thu 3am) Detects new or drifted files in raw/ vs FTS5 index
maas-heartbeat.py Every 6 hours Health-check ping against Qdrant, Redis, and ARQ queue depth

Using Hermes cron (recommended):

hermes cron create \
  --name "wiki-continuous-ingest" \
  --schedule "0 * * * *" \
  --script /path/to/scripts/wiki_continuous_ingest.py \
  --no-agent \
  --deliver local

hermes cron create \
  --name "decay-scanner" \
  --schedule "0 3 * * 0" \
  --script /path/to/scripts/decay_scanner.py \
  --no-agent \
  --deliver local

hermes cron create \
  --name "dlq-manager" \
  --schedule "0 */6 * * *" \
  --script /path/to/scripts/dlq_manager.py \
  --no-agent \
  --deliver local

hermes cron create \
  --name "semantic-dedup" \
  --schedule "0 3 1 * *" \
  --script /path/to/scripts/semantic_dedup.py \
  --no-agent \
  --deliver local

hermes cron create \
  --name "holographic-memory-backup" \
  --schedule "0 4 * * 1" \
  --script /path/to/scripts/holographic-memory-backup.py \
  --no-agent \
  --deliver local

hermes cron create \
  --name "wiki-raw-ingest-monitor" \
  --schedule "0 3 * * 1,4" \
  --script /path/to/scripts/wiki-raw-ingest-monitor.py \
  --no-agent \
  --deliver local

hermes cron create \
  --name "maas-heartbeat" \
  --schedule "0 */6 * * *" \
  --script /path/to/scripts/maas-heartbeat.py \
  --no-agent \
  --deliver local

Before enabling decay scanner: run backfill_decay_metadata.py once to populate created_at, last_accessed_at, importance_score, and confidence_score on existing Qdrant points. Without backfill, the decay scanner will find zero eligible points.

Exempting collections: Set DECAY_EXEMPT_PREFIXES and DEDUP_EXEMPT_PREFIXES env vars (comma-separated prefixes) to exclude specific Qdrant collections from automated maintenance.

9. Gateway Restart

hermes gateway restart

Changes to .env, SOUL.md, rulebook.md, and Icarus plugin code only take effect after restart.

10. Verify

Inside Hermes chat:

/plugins
# → Should show: icarus v0.3.0 (16 tools, 4 hooks)

fabric_brief()
# → Should show recent fabric entries (initially empty)

qdrant_search("test query")
# → Should return results from knowledge_base (if wiki has content)

fact_store(action='probe', entity='test')
# → Should return empty (no facts stored yet)

What to expect

Day 1: Infrastructure running. Fabric entries begin accumulating at session end. Qdrant indexing starts as wiki files are added.

Week 1: Context injection active. Agent references past decisions automatically. Wiki pipeline producing curated pages from raw documents.

Month 1: Decay scanner has aged content to evaluate. Structured facts accumulating with trust scores.

Troubleshooting

Qdrant collection shows 0 points

Check: EMBEDDING_DIMS=4096 matches collection schema. Mismatch → vectors rejected silently.

Fabric entries are truncated

Check: ICARUS_EXTRACTION_MAX_TOKENS=4096 in .env AND gateway was restarted after setting it.

Memory tool reports "Icarus write conflict"

Icarus is writing to MEMORY.md instead of CREATIVE.md. Verify Icarus fork is installed (not upstream esaradev version).

Context injection not working

Check: OpenRouter API key is set, context_enhancer.py can import, gateway restarted after hooks.py edits.

Decay scanner produces "0 archived" every week

Most likely: point payloads missing last_accessed_at or importance_score metadata. Run backfill before enabling decay.

Multiple collections in Qdrant dashboard

The Memory OS uses the knowledge_base collection exclusively. Other collections you may see (e.g., from other Hermes agent plugins or standalone agents) are safe to coexist — Qdrant isolates each collection at the storage and query level. Do NOT delete collections you did not create — they may belong to other agents sharing the same Qdrant instance.