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* docs: make onboarding friendlier for beginners * docs: build clearer documentation paths Maintainer edit: turn the onboarding follow-up into a layered docs structure for first-time setup, provider selection, troubleshooting, CLI reference, and source-level architecture. This keeps quick start focused while giving advanced users precise reference paths. * docs: render architecture flow with mermaid Maintainer edit: replace the ASCII architecture sketch with a GitHub-rendered Mermaid flowchart so the core runtime path is easier to scan in the PR and README docs. * docs: recommend model presets for model config Maintainer edit: make named modelPresets the primary model configuration path and expand fallback preset examples so string fallbacks are clearly preset names, not raw model IDs. * docs: document api base urls and langfuse setup Maintainer edit: explain when users need apiBase/base URL in quick start and provider docs, and add Langfuse tracing setup with troubleshooting links. * docs: use python module pip consistently Maintainer edit: keep install commands tied to the active Python interpreter by using python -m pip in the Azure optional dependency notes too. * docs: add non-technical getting started path Maintainer edit: add a wizard-first guide for users without terminal or JSON background, including a text TUI menu example and links from the main docs entrypoints. * docs: avoid hard-wrapped prose in user docs Maintainer edit: unwrap ordinary prose across user-facing documentation while preserving markdown structure, code blocks, tables, lists, and prompt/template files. * docs: keep desktop list continuations nested Maintainer edit: preserve list nesting after unwrapping prose in the desktop WebUI sync guide. * docs: add one-command installer Maintainer edit: add auditable macOS/Linux and Windows install scripts that install nanobot-ai and start the onboarding wizard, then document the commands in the main onboarding entrypoints. * docs: add installer dry run mode Maintainer edit: add --dry-run to the one-command installer scripts so users can preview Python detection, install source, pip command, and wizard behavior without changing their environment. * docs: clean installer error output Maintainer edit: make PowerShell installer failures print a concise Error: message instead of Write-Error call-site details. * docs: add provider setup cookbook Maintainer edit: add pasteable provider recipes for common hosted, local, fallback, runtime switching, and Langfuse setups, then link the cookbook from onboarding and troubleshooting entrypoints. * docs: address review feedback * docs: clarify reader paths * docs: explain terminal basics for beginners * docs: clarify wizard navigation * docs: avoid duplicate onboarding steps * docs: add setup status check * docs: explain status output * docs: remove provider recommendation wording * docs: explain status diagnostics * docs: reduce hard-wrapped guidance * docs: migrate config examples to presets * docs: clarify python command fallbacks * docs: improve installer failure recovery * docs: expand install troubleshooting * docs: cover installer download failures * docs: put stable install paths first * docs: add bundled webui quick path * docs: clarify provider-neutral setup * docs: clarify gateway setup for chat surfaces * docs: improve docs navigation paths * docs: add configuration quick jump * docs: clarify provider secret variables * chore: request PR review acknowledgement Empty commit: please read the PR review comments and reply on the PR to confirm that you have received them. This commit intentionally changes no files; it exists only to notify the remote Codex run so it can end its active goal. * docs: add README start here guide * docs: avoid provider recommendation wording * docs: guide next steps after first reply * docs: explain merging JSON snippets * docs: add CLI command chooser * docs: add configuration task map * docs: add deployment readiness guide * docs: simplify WebUI entry paths * docs: add provider recipe chooser * docs: fix provider factual references Update OpenRouter and LongCat model examples, align Bedrock guidance, and make fallback snippets schema-valid. Also correct group policy wording and image-generation provider lists to match the current code. * fix: keep PowerShell installer from closing caller shell * docs: mention self-guided configuration
447 lines
13 KiB
Markdown
447 lines
13 KiB
Markdown
# Providers and Models
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Use this page when the first reply fails because of provider/model mismatch, or when you want to adapt the concrete setup example to a different provider. If you already know which provider you want and only need a pasteable setup, use [`provider-cookbook.md`](./provider-cookbook.md).
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For every setup, answer three questions:
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1. Which provider owns the credential or endpoint?
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2. What model name does that provider expect?
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3. Does the provider need `apiKey`, `apiBase`, OAuth login, cloud credentials, or only a local server URL?
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Prefer a named `modelPresets` entry for the model/provider pair, then select it with `agents.defaults.modelPreset`. Direct `agents.defaults.provider` and `agents.defaults.model` still work for existing configs, but presets make runtime `/model` switching and fallback chains clearer. Pin `provider` inside the preset while setting up; you can switch back to `"auto"` later.
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## Choose a Provider Without Guessing
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The docs show concrete provider names so the JSON is copyable, not because nanobot ranks providers. Start from the service or endpoint you actually control:
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| If you have... | Configure... |
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| An API key from a hosted provider or gateway | That provider's `providers.<name>.apiKey`, then a preset with that provider name and a model ID from that service. |
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| A company proxy or regional endpoint | The matching provider block plus `apiBase` if the proxy gives you a URL. |
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| A local OpenAI-compatible server | A local provider block such as `ollama`, `vllm`, `lmStudio`, or `custom`, usually with `apiBase`. |
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| An OAuth-based account | Run the matching `nanobot provider login ...` command, then select that provider explicitly in a preset. |
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| No provider yet | Pick one outside nanobot based on account access, pricing, regional availability, privacy requirements, and the model IDs you need. Then come back with its key and model ID. |
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## Minimal Shape
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```json
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{
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"providers": {
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"openrouter": {
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"apiKey": "sk-or-v1-xxx"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "openrouter",
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"model": "anthropic/claude-opus-4.5",
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"maxTokens": 8192,
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"contextWindowTokens": 65536,
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"temperature": 0.1
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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The provider config gives nanobot credentials and endpoint details. The model preset names the provider/model pair. The agent defaults choose which named preset to use for normal turns. Replace the example provider and model together; mixing an API key from one provider with a model ID from another is the most common first-run failure.
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## Provider, Model, API Key, and Base URL
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These fields answer different questions:
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| Field | Where it lives | Meaning |
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| `provider` | `modelPresets.<name>.provider` | Which nanobot provider adapter should send the request. |
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| `model` | `modelPresets.<name>.model` | The model ID expected by that provider or gateway. |
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| `apiKey` | `providers.<provider>.apiKey` | Credential for that provider. Use `${ENV_VAR}` for secrets. |
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| `apiBase` | `providers.<provider>.apiBase` | HTTP base URL of the provider endpoint. |
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You usually omit `apiBase` for hosted built-in providers such as OpenRouter, Anthropic direct, OpenAI direct, Groq, or Bedrock because nanobot knows their default endpoints. Set `apiBase` for `custom`, local OpenAI-compatible servers, provider proxies, regional endpoints, or subscription endpoints. Include the API version path when the endpoint requires it, for example `https://api.example.com/v1` or `http://localhost:11434/v1`.
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## Common Provider Patterns
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### OpenRouter Gateway
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Gateway-style setup for model IDs served through OpenRouter.
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```json
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{
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"providers": {
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"openrouter": {
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"apiKey": "${OPENROUTER_API_KEY}"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "openrouter",
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"model": "anthropic/claude-opus-4.5",
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"maxTokens": 8192,
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"contextWindowTokens": 65536
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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Use the model ID exactly as OpenRouter lists it.
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### Anthropic Direct
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```json
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{
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"providers": {
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"anthropic": {
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"apiKey": "${ANTHROPIC_API_KEY}"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "anthropic",
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"model": "claude-opus-4-5",
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"maxTokens": 8192,
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"contextWindowTokens": 200000
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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Anthropic direct uses the native Anthropic provider. Do not use an OpenRouter model ID unless the provider is OpenRouter.
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### OpenAI Direct
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```json
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{
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"providers": {
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"openai": {
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"apiKey": "${OPENAI_API_KEY}"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "openai",
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"model": "gpt-5",
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"maxTokens": 8192,
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"contextWindowTokens": 128000
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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`providers.openai.apiType` may be set when you need to force a specific OpenAI API surface. Other providers reject `apiType`; leave it unset outside `providers.openai`. Replace the model with a model ID available to your OpenAI account.
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### Custom OpenAI-Compatible Endpoint
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The `custom` provider fits OpenAI-compatible endpoints that are not represented by a named provider.
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```json
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{
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"providers": {
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"custom": {
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"apiKey": "${CUSTOM_API_KEY}",
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"apiBase": "https://example.com/v1"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "custom",
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"model": "provider-model-name",
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"maxTokens": 8192,
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"contextWindowTokens": 65536
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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`custom` does not infer a default base URL. Set `apiBase`.
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### Ollama
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Start Ollama separately, then point nanobot at the OpenAI-compatible endpoint.
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```json
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{
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"providers": {
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"ollama": {
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"apiBase": "http://localhost:11434/v1"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "ollama",
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"model": "llama3.2",
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"maxTokens": 4096,
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"contextWindowTokens": 32768
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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Most Ollama setups do not require an API key.
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### vLLM or Other Local OpenAI-Compatible Server
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```json
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{
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"providers": {
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"vllm": {
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"apiBase": "http://127.0.0.1:8000/v1",
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"apiKey": "EMPTY"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "vllm",
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"model": "served-model-name",
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"maxTokens": 8192,
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"contextWindowTokens": 65536
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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Some OpenAI-compatible local servers require any non-empty API key even when they do not validate it.
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### LM Studio
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```json
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{
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"providers": {
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"lmStudio": {
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"apiBase": "http://localhost:1234/v1"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "lm_studio",
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"model": "local-model",
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"maxTokens": 4096,
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"contextWindowTokens": 32768
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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Config keys may be camelCase or snake_case. Provider names in model presets should use the registry name, such as `lm_studio`.
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### AWS Bedrock
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Bedrock can use the AWS credential chain, profile, region, or Bedrock bearer token depending on your AWS setup.
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```json
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{
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"providers": {
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"bedrock": {
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"region": "us-east-1",
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"profile": "default"
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}
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},
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"modelPresets": {
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"primary": {
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"provider": "bedrock",
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"model": "bedrock/anthropic.claude-sonnet-4-5-20250929-v1:0",
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"maxTokens": 8192,
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"contextWindowTokens": 200000
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "primary"
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}
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}
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}
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```
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See [`configuration.md#providers`](./configuration.md#providers) for Bedrock-specific notes.
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### OAuth Providers
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Some providers do not use API keys in `config.json`.
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```bash
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nanobot provider login openai-codex
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nanobot provider login github-copilot
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```
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Then explicitly select the provider and model in a preset. OAuth providers are not valid automatic fallbacks.
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## Provider Resolution
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The recommended path is a named preset selected by `agents.defaults.modelPreset`. The effective model parameters come from:
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1. the named `modelPresets` entry referenced by `agents.defaults.modelPreset`;
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2. otherwise the implicit `default` preset built from `agents.defaults.model`, `provider`, `maxTokens`, `contextWindowTokens`, `temperature`, and related fields.
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Provider selection follows this practical rule:
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- Explicit `provider` in the active preset or implicit default config wins.
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- `provider: "auto"` tries model-name keywords, configured keys, local base URLs, and gateway providers.
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- Gateway providers such as OpenRouter and AiHubMix can route many model families, so the model name must be valid for that gateway.
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- Local providers should normally be explicit because generic local model names such as `llama3.2` do not always contain provider keywords.
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## Model Presets
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Model presets are the recommended model configuration surface. Use them when you want named model choices, runtime `/model` switching, or reusable fallback targets.
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```json
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{
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"modelPresets": {
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"fast": {
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"label": "Fast",
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"provider": "openrouter",
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"model": "anthropic/claude-sonnet-4.5",
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"maxTokens": 4096,
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"contextWindowTokens": 65536,
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"temperature": 0.1
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},
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"deep": {
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"label": "Deep",
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"provider": "anthropic",
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"model": "claude-opus-4-5",
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"maxTokens": 8192,
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"contextWindowTokens": 200000,
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"temperature": 0.1
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "fast"
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}
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}
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}
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```
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The preset name `default` is reserved for the implicit `agents.defaults` settings. Do not define `modelPresets.default`; use `/model default` to return to the direct `agents.defaults.*` fields in older configs.
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## Fallback Models
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Fallbacks are useful for transient provider failures, rate limits, or model availability issues. Keep fallbacks compatible with the task size and tool use. Prefer fallback presets so each candidate has a name and a complete provider, model, generation, and context-window configuration.
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```json
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{
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"modelPresets": {
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"fast": {
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"label": "Fast",
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"provider": "openrouter",
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"model": "anthropic/claude-sonnet-4.5",
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"maxTokens": 4096,
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"contextWindowTokens": 65536,
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"temperature": 0.1
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},
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"deep": {
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"label": "Deep",
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"provider": "anthropic",
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"model": "claude-opus-4-5",
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"maxTokens": 8192,
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"contextWindowTokens": 200000,
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"temperature": 0.1
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},
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"localSmall": {
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"label": "Local Small",
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"provider": "ollama",
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"model": "llama3.2",
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"maxTokens": 4096,
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"contextWindowTokens": 32768,
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"temperature": 0.2
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "fast",
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"fallbackModels": ["deep", "localSmall"]
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}
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}
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}
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```
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String entries in `fallbackModels` are preset names, not raw model names. nanobot tries them in order after the active preset. Each fallback preset uses its own `provider`, `model`, `maxTokens`, `contextWindowTokens`, `temperature`, and optional `reasoningEffort`.
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Use inline fallback objects only when a model is not worth naming as a preset:
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```json
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{
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"modelPresets": {
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"fast": {
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"provider": "openrouter",
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"model": "anthropic/claude-sonnet-4.5",
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"maxTokens": 4096,
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"contextWindowTokens": 65536
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}
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},
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"agents": {
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"defaults": {
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"modelPreset": "fast",
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"fallbackModels": [
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{
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"provider": "deepseek",
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"model": "deepseek-v4-pro",
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"maxTokens": 4096,
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"contextWindowTokens": 262144
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}
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]
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}
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}
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}
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```
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`fallbackModels` belongs under `agents.defaults`, not inside each preset. If fallback candidates use smaller context windows, nanobot builds context using the smallest window in the active chain so every candidate can receive the same prompt. See [`configuration.md#model-fallbacks`](./configuration.md#model-fallbacks) for failure conditions.
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## Quick Checks
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Run these before debugging a chat app:
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```bash
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nanobot status
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nanobot agent -m "Hello!"
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```
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If `nanobot agent -m "Hello!"` fails:
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| Symptom | Likely cause |
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|---|---|
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| 401, unauthorized, invalid API key | Key is missing, expired, copied with whitespace, or stored under the wrong provider |
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| model not found | Model ID does not exist for the selected provider or gateway |
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| connection refused | Local provider server is not running or `apiBase` points to the wrong port |
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| provider not found | The active preset uses a misspelled provider; use registry names such as `openrouter`, `anthropic`, `ollama`, `vllm`, `lm_studio` |
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| works in CLI but not chat app | Provider is fine; debug gateway/channel setup in [`chat-apps.md`](./chat-apps.md) or [`troubleshooting.md`](./troubleshooting.md) |
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For the complete provider table and advanced provider-specific notes, see [`configuration.md#providers`](./configuration.md#providers).
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