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fleet-memory/hindsight-docs/docs/developer/models.md
Nicolò Boschi 539190b69e
feat: support for codex and claude-code as llm (#276) 
* feat: support for codex and claude-code as llm

* Remove refactoring plan file

* Consolidate Anthropic tests into main LLM provider test suite

- Add Anthropic models (Sonnet, Opus, Haiku) to MODEL_MATRIX
- Remove separate test_anthropic_provider.py file
- All Anthropic models now tested with standard memory operations

* Add provider-specific default models

Each LLM provider now has a sensible default model that's used when
HINDSIGHT_API_LLM_MODEL is not explicitly set. This simplifies
configuration - users can specify just the provider and API key.

Changes:
- Add PROVIDER_DEFAULT_MODELS mapping in config.py
- Update config logic to use provider defaults for both global and
  per-operation LLM configs
- Add comprehensive tests for provider default model selection
- Document provider defaults in models.md

Example usage:
  export HINDSIGHT_API_LLM_PROVIDER=anthropic
  export HINDSIGHT_API_LLM_API_KEY=sk-ant-xxx
  # Automatically uses claude-sonnet-4-20250514

Provider defaults:
  - openai: gpt-5-mini
  - anthropic: claude-sonnet-4-20250514
  - gemini: gemini-2.5-flash
  - groq: openai/gpt-oss-120b
  - ollama: gemma3:12b
  - lmstudio: local-model
  - vertexai: gemini-2.0-flash-001
  - openai-codex: o3-mini
  - claude-code: claude-sonnet-4-20250514
  - mock: mock-model

* Update provider default models

- openai: gpt-5-mini -> o3-mini
- anthropic: claude-sonnet-4-20250514 -> claude-haiku-4-5-20251001
- openai-codex: o3-mini -> gpt-5.2-codex
- claude-code: claude-sonnet-4-20250514 -> claude-sonnet-4-5-20250929

Updated tests and documentation to reflect new defaults.

* Move OpenAI Codex and Claude Code setup to models.md

Moved detailed setup instructions for OpenAI Codex and Claude Code from
configuration.md to models.md where they better fit with model-specific
documentation.

Changes:
- Move "OpenAI Codex Setup" section from configuration.md to models.md
- Move "Claude Code Setup" section from configuration.md to models.md
- Add cross-reference tip in configuration.md pointing to models.md
- Update default model in Claude Code example to claude-sonnet-4-5-20250929
- Keep basic provider examples in configuration.md for quick reference

This makes the configuration.md page more focused on environment
variables while models.md contains provider-specific setup details.
2026-02-02 12:54:44 +01:00

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# Models
Hindsight uses several machine learning models for different tasks.
## Overview
| Model Type | Purpose | Default | Configurable |
|------------|---------|---------|--------------|
| **LLM** | Fact extraction, reasoning, generation | Provider-specific | Yes |
| **Embedding** | Vector representations for semantic search | `BAAI/bge-small-en-v1.5` | Yes |
| **Cross-Encoder** | Reranking search results | `cross-encoder/ms-marco-MiniLM-L-6-v2` | Yes |
All local models (embedding, cross-encoder) are automatically downloaded from HuggingFace on first run.
---
## LLM
Used for fact extraction, entity resolution, mental model consolidation, and answer synthesis.
**Supported providers:** OpenAI, Anthropic, Gemini, Groq, Ollama, LM Studio, and **any OpenAI-compatible API**
:::tip OpenAI-Compatible Providers
Hindsight works with any provider that exposes an OpenAI-compatible API (e.g., Azure OpenAI). Simply set `HINDSIGHT_API_LLM_PROVIDER=openai` and configure `HINDSIGHT_API_LLM_BASE_URL` to point to your provider's endpoint.
See [Configuration](./configuration#llm-provider) for setup examples.
:::
### Tested Models
The following models have been tested and verified to work correctly with Hindsight:
| Provider | Model |
|----------|-------|
| **OpenAI** | `gpt-5.2` |
| **OpenAI** | `gpt-5` |
| **OpenAI** | `gpt-5-mini` |
| **OpenAI** | `gpt-5-nano` |
| **OpenAI** | `gpt-4.1-mini` |
| **OpenAI** | `gpt-4.1-nano` |
| **OpenAI** | `gpt-4o-mini` |
| **Anthropic** | `claude-sonnet-4-20250514` |
| **Anthropic** | `claude-3-5-sonnet-20241022` |
| **Gemini** | `gemini-3-pro-preview` |
| **Gemini** | `gemini-2.5-flash` |
| **Gemini** | `gemini-2.5-flash-lite` |
| **Groq** | `openai/gpt-oss-120b` |
| **Groq** | `openai/gpt-oss-20b` |
### Provider Default Models
Each provider has a recommended default model that's used when `HINDSIGHT_API_LLM_MODEL` is not explicitly set. This makes configuration simpler - just specify the provider and get a sensible default:
| Provider | Default Model |
|----------|--------------|
| `openai` | `o3-mini` |
| `anthropic` | `claude-haiku-4-5-20251001` |
| `gemini` | `gemini-2.5-flash` |
| `groq` | `openai/gpt-oss-120b` |
| `ollama` | `gemma3:12b` |
| `lmstudio` | `local-model` |
| `vertexai` | `gemini-2.0-flash-001` |
| `openai-codex` | `gpt-5.2-codex` |
| `claude-code` | `claude-sonnet-4-5-20250929` |
**Example:** Setting just the provider uses its default model:
```bash
# Uses claude-haiku-4-5-20251001 automatically
export HINDSIGHT_API_LLM_PROVIDER=anthropic
export HINDSIGHT_API_LLM_API_KEY=sk-ant-xxxxxxxxxxxx
```
You can override the default by explicitly setting `HINDSIGHT_API_LLM_MODEL`:
```bash
# Override to use Sonnet instead
export HINDSIGHT_API_LLM_PROVIDER=anthropic
export HINDSIGHT_API_LLM_API_KEY=sk-ant-xxxxxxxxxxxx
export HINDSIGHT_API_LLM_MODEL=claude-sonnet-4-5-20250929
```
This also applies to per-operation overrides:
```bash
# Global: OpenAI o3-mini (default)
export HINDSIGHT_API_LLM_PROVIDER=openai
# Retain: Anthropic claude-haiku-4-5-20251001 (default)
export HINDSIGHT_API_RETAIN_LLM_PROVIDER=anthropic
```
### Using Other Models
Other LLM models not listed above may work with Hindsight, but they must support **at least 65,000 output tokens** to ensure reliable fact extraction. If you need support for a specific model that doesn't meet this requirement, please [open an issue](https://github.com/hindsight-ai/hindsight/issues) to request an exception.
### Configuration
```bash
# Groq (recommended)
export HINDSIGHT_API_LLM_PROVIDER=groq
export HINDSIGHT_API_LLM_API_KEY=gsk_xxxxxxxxxxxx
export HINDSIGHT_API_LLM_MODEL=openai/gpt-oss-20b
# OpenAI
export HINDSIGHT_API_LLM_PROVIDER=openai
export HINDSIGHT_API_LLM_API_KEY=sk-xxxxxxxxxxxx
export HINDSIGHT_API_LLM_MODEL=gpt-4o
# Gemini
export HINDSIGHT_API_LLM_PROVIDER=gemini
export HINDSIGHT_API_LLM_API_KEY=xxxxxxxxxxxx
export HINDSIGHT_API_LLM_MODEL=gemini-2.0-flash
# Anthropic
export HINDSIGHT_API_LLM_PROVIDER=anthropic
export HINDSIGHT_API_LLM_API_KEY=sk-ant-xxxxxxxxxxxx
export HINDSIGHT_API_LLM_MODEL=claude-sonnet-4-20250514
# Ollama (local)
export HINDSIGHT_API_LLM_PROVIDER=ollama
export HINDSIGHT_API_LLM_BASE_URL=http://localhost:11434/v1
export HINDSIGHT_API_LLM_MODEL=llama3
# LM Studio (local)
export HINDSIGHT_API_LLM_PROVIDER=lmstudio
export HINDSIGHT_API_LLM_BASE_URL=http://localhost:1234/v1
export HINDSIGHT_API_LLM_MODEL=your-local-model
```
**Note:** The LLM is the primary bottleneck for retain operations. See [Performance](./performance) for optimization strategies.
---
### OpenAI Codex Setup (ChatGPT Plus/Pro)
Use your ChatGPT Plus or Pro subscription for Hindsight without separate OpenAI Platform API costs.
**Prerequisites:**
- Active ChatGPT Plus or Pro subscription
- Node.js/npm installed (for Codex CLI)
**Setup Steps:**
1. **Install Codex CLI:**
```bash
npm install -g @openai/codex
```
2. **Login with ChatGPT credentials:**
```bash
codex auth login
```
This opens a browser window to authenticate with your ChatGPT account and saves OAuth tokens to `~/.codex/auth.json`.
3. **Verify authentication:**
```bash
ls ~/.codex/auth.json # Should show the auth file exists
```
4. **Configure Hindsight:**
```bash
export HINDSIGHT_API_LLM_PROVIDER=openai-codex
export HINDSIGHT_API_LLM_MODEL=gpt-5.2-codex # or gpt-5.1-codex
# No API key needed - reads from ~/.codex/auth.json automatically
```
5. **Start Hindsight:**
```bash
./scripts/dev/start-api.sh
```
**Available Models:**
- `gpt-5.2-codex` - Latest frontier agentic coding model (default)
- `gpt-5.2` - Latest frontier model
- `gpt-5.1-codex` - Previous generation coding model
- `gpt-5.1-codex-max` - Maximum context variant
- `gpt-5.1-codex-mini` - Lightweight variant
**Important Notes:**
- OAuth tokens are stored in `~/.codex/auth.json`
- Tokens refresh automatically when needed
- Usage is billed to your ChatGPT subscription (not separate API costs)
- For personal development use only (see ChatGPT Terms of Service)
**Troubleshooting:**
If authentication fails:
```bash
# Re-login to refresh tokens
codex auth login
# Check auth file exists and has correct format
cat ~/.codex/auth.json | python3 -c "import json, sys; d=json.load(sys.stdin); print('auth_mode:', d.get('auth_mode')); print('has tokens:', 'tokens' in d)"
```
---
### Claude Code Setup (Claude Pro/Max)
Use your Claude Pro or Max subscription for Hindsight without separate Anthropic API costs.
**Prerequisites:**
- Active Claude Pro or Max subscription
- Claude Code CLI installed
**Setup Steps:**
1. **Install Claude Code CLI:**
```bash
npm install -g @anthropics/claude-code
# Or via Homebrew
brew install anthropics/claude-code/claude-code
```
2. **Login with Claude credentials:**
```bash
claude auth login
```
This opens a browser window to authenticate with your Claude account. Authentication is automatically managed by the Claude Agent SDK.
3. **Verify authentication:**
```bash
claude --version
# Should show version without errors
```
4. **Configure Hindsight:**
```bash
export HINDSIGHT_API_LLM_PROVIDER=claude-code
export HINDSIGHT_API_LLM_MODEL=claude-sonnet-4-5-20250929
# No API key needed - uses claude auth login credentials
```
5. **Start Hindsight:**
```bash
./scripts/dev/start-api.sh
```
**Available Models:**
- `claude-sonnet-4-5-20250929` - Latest Claude Sonnet (default)
- `claude-opus-4-20250514` - Claude Opus for complex tasks
- `claude-sonnet-3-5-20241022` - Previous generation Sonnet
- Any model supported by Claude Code CLI
**Important Notes:**
- Authentication handled by Claude Agent SDK (uses bundled CLI)
- Credentials managed securely by Claude Code
- Usage billed to your Claude subscription (not separate API costs)
- Includes Claude Agent SDK as dependency (auto-installed)
- For personal development use only (see Claude Terms of Service)
**Troubleshooting:**
If authentication fails:
```bash
# Re-login to refresh credentials
claude auth login
# Check Claude CLI is working
claude --version
# Test authentication directly
claude query "test"
```
If the SDK is not found:
```bash
# Install Claude Agent SDK
pip install claude-agent-sdk
# Or with uv
uv add claude-agent-sdk
```
---
## Embedding Model
Converts text into dense vector representations for semantic similarity search.
**Default:** `BAAI/bge-small-en-v1.5` (384 dimensions, ~130MB)
### Supported Providers
| Provider | Description | Best For |
|----------|-------------|----------|
| `local` | SentenceTransformers (default) | Development, low latency |
| `openai` | OpenAI embeddings API | Production, high quality |
| `cohere` | Cohere embeddings API | Production, multilingual |
| `tei` | HuggingFace Text Embeddings Inference | Production, self-hosted |
| `litellm` | LiteLLM proxy (unified gateway) | Multi-provider setups |
### Local Models
| Model | Dimensions | Use Case |
|-------|------------|----------|
| `BAAI/bge-small-en-v1.5` | 384 | Default, fast, good quality |
| `sentence-transformers/paraphrase-multilingual-MiniLM-L12-v2` | 384 | Multilingual (50+ languages) |
### OpenAI Models
| Model | Dimensions | Use Case |
|-------|------------|----------|
| `text-embedding-3-small` | 1536 | Default OpenAI, cost-effective |
| `text-embedding-3-large` | 3072 | Higher quality, more expensive |
| `text-embedding-ada-002` | 1536 | Legacy model |
### Cohere Models
| Model | Dimensions | Use Case |
|-------|------------|----------|
| `embed-english-v3.0` | 1024 | English text |
| `embed-multilingual-v3.0` | 1024 | 100+ languages |
:::warning Embedding Dimensions
Hindsight automatically detects the embedding dimension at startup and adjusts the database schema. Once memories are stored, you cannot change dimensions without losing data.
:::
**Configuration Examples:**
```bash
# Local provider (default)
export HINDSIGHT_API_EMBEDDINGS_PROVIDER=local
export HINDSIGHT_API_EMBEDDINGS_LOCAL_MODEL=BAAI/bge-small-en-v1.5
# OpenAI
export HINDSIGHT_API_EMBEDDINGS_PROVIDER=openai
export HINDSIGHT_API_EMBEDDINGS_OPENAI_API_KEY=sk-xxxxxxxxxxxx
export HINDSIGHT_API_EMBEDDINGS_OPENAI_MODEL=text-embedding-3-small
# Cohere
export HINDSIGHT_API_EMBEDDINGS_PROVIDER=cohere
export HINDSIGHT_API_COHERE_API_KEY=your-api-key
export HINDSIGHT_API_EMBEDDINGS_COHERE_MODEL=embed-english-v3.0
# TEI (self-hosted)
export HINDSIGHT_API_EMBEDDINGS_PROVIDER=tei
export HINDSIGHT_API_EMBEDDINGS_TEI_URL=http://localhost:8080
# LiteLLM proxy
export HINDSIGHT_API_EMBEDDINGS_PROVIDER=litellm
export HINDSIGHT_API_LITELLM_API_BASE=http://localhost:4000
export HINDSIGHT_API_EMBEDDINGS_LITELLM_MODEL=text-embedding-3-small
```
See [Configuration](./configuration#embeddings) for all options including Azure OpenAI and custom endpoints.
---
## Cross-Encoder (Reranker)
Reranks initial search results to improve precision.
**Default:** `cross-encoder/ms-marco-MiniLM-L-6-v2` (~85MB)
### Supported Providers
| Provider | Description | Best For |
|----------|-------------|----------|
| `local` | SentenceTransformers CrossEncoder (default) | Development, low latency |
| `cohere` | Cohere rerank API | Production, high quality |
| `tei` | HuggingFace Text Embeddings Inference | Production, self-hosted |
| `flashrank` | FlashRank (lightweight, fast) | Resource-constrained environments |
| `litellm` | LiteLLM proxy (unified gateway) | Multi-provider setups |
| `rrf` | RRF-only (no neural reranking) | Testing, minimal resources |
### Local Models
| Model | Use Case |
|-------|----------|
| `cross-encoder/ms-marco-MiniLM-L-6-v2` | Default, fast |
| `cross-encoder/ms-marco-MiniLM-L-12-v2` | Higher accuracy |
| `cross-encoder/mmarco-mMiniLMv2-L12-H384-v1` | Multilingual |
### Cohere Models
| Model | Use Case |
|-------|----------|
| `rerank-english-v3.0` | English text |
| `rerank-multilingual-v3.0` | 100+ languages |
### LiteLLM Supported Providers
LiteLLM supports multiple reranking providers via the `/rerank` endpoint:
| Provider | Model Example |
|----------|---------------|
| Cohere | `cohere/rerank-english-v3.0` |
| Together AI | `together_ai/...` |
| Voyage AI | `voyage/rerank-2` |
| Jina AI | `jina_ai/...` |
| AWS Bedrock | `bedrock/...` |
**Configuration Examples:**
```bash
# Local provider (default)
export HINDSIGHT_API_RERANKER_PROVIDER=local
export HINDSIGHT_API_RERANKER_LOCAL_MODEL=cross-encoder/ms-marco-MiniLM-L-6-v2
# Cohere
export HINDSIGHT_API_RERANKER_PROVIDER=cohere
export HINDSIGHT_API_COHERE_API_KEY=your-api-key
export HINDSIGHT_API_RERANKER_COHERE_MODEL=rerank-english-v3.0
# TEI (self-hosted)
export HINDSIGHT_API_RERANKER_PROVIDER=tei
export HINDSIGHT_API_RERANKER_TEI_URL=http://localhost:8081
# FlashRank (lightweight)
export HINDSIGHT_API_RERANKER_PROVIDER=flashrank
# LiteLLM proxy
export HINDSIGHT_API_RERANKER_PROVIDER=litellm
export HINDSIGHT_API_LITELLM_API_BASE=http://localhost:4000
export HINDSIGHT_API_RERANKER_LITELLM_MODEL=cohere/rerank-english-v3.0
# RRF-only (no neural reranking)
export HINDSIGHT_API_RERANKER_PROVIDER=rrf
```
See [Configuration](./configuration#reranker) for all options including Azure-hosted endpoints and batch settings.
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