Metadata-Version: 2.4
Name: daimyo
Version: 1.4.0
Summary: Rules server for agents with REST and MCP interfaces
Project-URL: Homepage, https://gitlab.com/Kencho1/daimyo
Project-URL: Repository, https://gitlab.com/Kencho1/daimyo
Project-URL: Issues, https://gitlab.com/Kencho1/daimyo/-/issues
Project-URL: Changelog, https://gitlab.com/Kencho1/daimyo/-/blob/main/CHANGELOG.md
Author: Jesús Alonso Abad
License: MIT
License-File: LICENSE
Classifier: Development Status :: 5 - Production/Stable
Classifier: Intended Audience :: Developers
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Programming Language :: Python :: 3.13
Classifier: Programming Language :: Python :: 3.14
Requires-Python: >=3.11
Requires-Dist: cachetools~=5.3
Requires-Dist: dynaconf~=3.2
Requires-Dist: fastapi~=0.127
Requires-Dist: fastmcp~=2.14
Requires-Dist: httpx~=0.28
Requires-Dist: jinja2~=3.1
Requires-Dist: loguru~=0.7
Requires-Dist: pydantic~=2.10
Requires-Dist: pyyaml~=6.0
Requires-Dist: typer~=0.15
Requires-Dist: uvicorn[standard]~=0.32
Provides-Extra: dev
Requires-Dist: mypy~=1.13; extra == 'dev'
Requires-Dist: pytest-asyncio~=0.24; extra == 'dev'
Requires-Dist: pytest-cov~=6.0; extra == 'dev'
Requires-Dist: pytest-httpx~=0.35; extra == 'dev'
Requires-Dist: pytest~=8.3; extra == 'dev'
Requires-Dist: ruff~=0.8; extra == 'dev'
Description-Content-Type: text/markdown

# Daimyo - Rules Server for Agents

Daimyo (大名) is an extensible Python server providing rules to AI agents through REST and MCP interfaces. Supports scope-based rules with inheritance, categories for filtering, and server federation for distributed rule management.

## Features

- **Multiple Interfaces**: REST API, MCP (Model Context Protocol), and CLI
- **Scope Inheritance**: Single and multiple parent inheritance with priority-based conflict resolution
- **Rule Types**: Commandments (MUST) and Suggestions (SHOULD)
- **Categories**: Organize rules into hierarchical categories for selective retrieval
- **Server Federation**: Distribute scopes across multiple servers with automatic merging
- **Multiple Formats**: Output as YAML, JSON, or Markdown
- **Clean Architecture**: Domain-driven design with clear separation of concerns
- **Templating System**: Rules can use Jinja2 templates to be defined as generic rules that change their form depending on the context
- **Extensibility via Plugins**: Plugins can extend the features of daimyo instances

## Installation

```bash
pip install daimyo
```

Or install from source:

```bash
git clone https://gitlab.com/Kencho1/daimyo.git
cd daimyo
pip install -e .
```

## Quick Start

### 1. Set Up Your Rules

```bash
cp -r example-daimyo-rules daimyo-rules
```

### 2. Start the Server

```bash
daimyo serve
```

### 3. Access the API

Visit http://localhost:8000/docs for interactive API documentation.

```bash
curl http://localhost:8000/api/v1/scopes/python-general/rules
```

## Core Concepts

### Scopes

Scopes represent organizational contexts (company, team, project). Each scope is a directory containing:

- `metadata.yml` - Scope configuration and parent references
- `commandments.yml` - Mandatory rules (MUST)
- `suggestions.yml` - Recommended rules (SHOULD)

```text
.daimyo/rules/
├── python-general/
│   ├── metadata.yml
│   ├── commandments.yml
│   └── suggestions.yml
└── team-backend/
    ├── metadata.yml
    ├── commandments.yml
    └── suggestions.yml
```

### Metadata Format

```yaml
name: scope-name
description: Human-readable description
parents:
  - parent-scope-1
  - parent-scope-2
tags:
  team: backend
  language: python
```

**Fields:**

- `name`: Scope identifier (must match directory name)
- `description`: Human-readable description
- `parents`: List of parent scopes (first = highest priority)
- `tags`: Key-value pairs for categorization

### Categories

Categories are hierarchical subdivisions within rules:

```yaml
python.web.testing:
  when: When testing web interfaces
  ruleset:
    - Use playwright for acceptance tests
    - Use pytest fixtures for test setup
```

### Rule Types

**Commandments (MUST)**: Mandatory rules that accumulate through inheritance

**Suggestions (SHOULD)**: Recommended rules that can be overridden or appended with `+` prefix

### Why not nesting the categories?

While it seems more intuitive, it proved to be confusing and harder to maintain in certain cases, e.g.:

- Appending suggestions: it's confusing to know whether the `+` must be prepended to the innermost category, to the root category, or to a category in between.
- Sharding categories: should it combine the innermost category or every category and subcategory defined?

For that reason it was decided to keep the categories at the root level, using the explicit path notation and nesting them logically using the dot path splitting.

## Usage

### REST API

Start the server:

```bash
daimyo serve
daimyo serve --host 0.0.0.0 --port 8080
```

Get rules:

```bash
curl http://localhost:8000/api/v1/scopes/python-general/rules

curl -H "Accept: application/json" \
  http://localhost:8000/api/v1/scopes/python-general/rules

curl -H "Accept: text/markdown" \
  http://localhost:8000/api/v1/scopes/python-general/rules
```

Filter by categories:

```bash
curl "http://localhost:8000/api/v1/scopes/team-backend/rules?categories=python.web,python.testing"
```

### MCP Server

Start the MCP server:

```bash
# Using stdio transport (default)
daimyo mcp

# Using HTTP transport
daimyo mcp --transport http

# Using HTTP with custom host and port
daimyo mcp --transport http --host 127.0.0.1 --port 8002
```

Available tools:

- `get_rules(scope_name, categories?)` - Get formatted rules for a scope
- `get_category_index(scope_name)` - Get a hierarchical list of all available categories with their descriptions
- `list_scopes()` - List available scopes
- `apply_scope_rules(scope_name, categories?)` - Get prompt template with rules

#### Connecting to the MCP server

Add the running _daimyo_ MCP server instance to your configuration (replace the server name and the URL with your own):

```json
{
  "mcpServers": {
    "daimyo-rules": {
      "type": "http",
      "url": "http://daimyo-mcp-instance/mcp"
    }
  }
}
```

Instruct your agents how to use the tools:

- State the project scope to use.
- Tell it to read the categories index and fetch the rules of the relevant categories before anything else.

For instance, in `CLAUDE.md`:

```markdown
- The current scope name of this project is `project-api`.
- First and foremost, use the `daimyo-rules` MCP server tools.
  - Use `list_scopes()` to see available scopes.
  - Use `get_category_index` passing the current scope name to list available categories and their descriptions in the given scope.
  - Depending on the categories that apply to the current task, use `get_rules` with the current scope name and a comma-separated list of all the categories that apply, to fetch the specific rules for the related categories.
```

Note some less capable models (like local models via Ollama) may need additional or more detailed instructions.

To make the instructions reusable, the scope name can be read from a file (for instance `.project-scope`).

### CLI Commands

```bash
daimyo list-scopes
daimyo show python-general
daimyo --version
```

## Configuration

Configuration is managed via `.daimyo/config/settings.toml` or environment variables.

### Configuration Parameters

All configuration parameters with their defaults and descriptions:

#### Rules Directory

- **`rules_path`** (default: `".daimyo/rules"`)
  - Path to the directory containing scope definitions
  - Environment variable: `DAIMYO_RULES_PATH`

#### Logging

- **`console_log_level`** (default: `"WARNING"`)
  - Log level for console output: `DEBUG`, `INFO`, `WARNING`, `ERROR`, `CRITICAL`
  - Environment variable: `DAIMYO_CONSOLE_LOG_LEVEL`

- **`file_log_level`** (default: `"INFO"`)
  - Log level for file output: `DEBUG`, `INFO`, `WARNING`, `ERROR`, `CRITICAL`
  - Environment variable: `DAIMYO_FILE_LOG_LEVEL`

- **`log_file`** (default: `"logs/daimyo.log"`)
  - Path to the main log file
  - Environment variable: `DAIMYO_LOG_FILE`

- **`log_json_file`** (default: `"logs/daimyo.jsonl"`)
  - Path to the JSON-formatted log file
  - Environment variable: `DAIMYO_LOG_JSON_FILE`

#### Scope Resolution

- **`max_inheritance_depth`** (default: `10`, range: `1-100`)
  - Maximum depth for scope inheritance chain to prevent infinite loops
  - Environment variable: `DAIMYO_MAX_INHERITANCE_DEPTH`

#### Remote Server (Federation)

- **`master_server_url`** (default: `""`)
  - URL of master server for scope federation (e.g., `"http://master.example.com:8000"`)
  - Leave empty to disable federation
  - Environment variable: `DAIMYO_MASTER_SERVER_URL`

- **`remote_timeout_seconds`** (default: `5`, range: `1-60`)
  - Timeout in seconds for remote server requests
  - Environment variable: `DAIMYO_REMOTE_TIMEOUT_SECONDS`

- **`remote_max_retries`** (default: `3`, range: `0-10`)
  - Maximum number of retry attempts for failed remote requests
  - Environment variable: `DAIMYO_REMOTE_MAX_RETRIES`

#### REST API Server

- **`rest_host`** (default: `"0.0.0.0"`)
  - Host address to bind the REST API server
  - Environment variable: `DAIMYO_REST_HOST`

- **`rest_port`** (default: `8000`, range: `1-65535`)
  - Port number for the REST API server
  - Environment variable: `DAIMYO_REST_PORT`

#### MCP Server

- **`mcp_transport`** (default: `"stdio"`, options: `"stdio"`, `"http"`)
  - Transport type for MCP server
  - `stdio`: Standard input/output (for CLI integrations)
  - `http`: HTTP server (for HTTP-based integrations)
  - Environment variable: `DAIMYO_MCP_TRANSPORT`

- **`mcp_host`** (default: `"0.0.0.0"`)
  - Host address to bind the MCP server when using HTTP transport
  - Only applies when `mcp_transport="http"`
  - Environment variable: `DAIMYO_MCP_HOST`

- **`mcp_port`** (default: `8001`, range: `1-65535`)
  - Port number for the MCP server when using HTTP transport
  - Only applies when `mcp_transport="http"`
  - Environment variable: `DAIMYO_MCP_PORT`

### Configuration File Example

```toml
[default]
# Rules directory configuration
rules_path = ".daimyo/rules"

# Logging configuration
console_log_level = "WARNING"
file_log_level = "INFO"
log_file = "logs/daimyo.log"
log_json_file = "logs/daimyo.jsonl"

# Scope resolution configuration
max_inheritance_depth = 10

# Remote server configuration
master_server_url = ""
remote_timeout_seconds = 5
remote_max_retries = 3

# REST API configuration
rest_host = "0.0.0.0"
rest_port = 8000

# MCP configuration
mcp_transport = "stdio"
mcp_host = "0.0.0.0"
mcp_port = 8001

[development]
console_log_level = "DEBUG"
rest_port = 8001

[production]
console_log_level = "WARNING"
```

### Environment Variables

Override any configuration parameter using environment variables with the `DAIMYO_` prefix:

```bash
# Rules path
export DAIMYO_RULES_PATH="/custom/rules/path"

# Logging
export DAIMYO_CONSOLE_LOG_LEVEL="DEBUG"
export DAIMYO_FILE_LOG_LEVEL="INFO"

# Server federation
export DAIMYO_MASTER_SERVER_URL="http://master.example.com:8000"

# REST API
export DAIMYO_REST_HOST="127.0.0.1"
export DAIMYO_REST_PORT="9000"

# MCP Server
export DAIMYO_MCP_TRANSPORT="http"
export DAIMYO_MCP_HOST="0.0.0.0"
export DAIMYO_MCP_PORT="8001"
```

## Examples

The `example-daimyo-rules/` directory contains working examples:

### python-general

Base Python development rules with categories for core practices, testing, security, and documentation.

### python-fastapi

FastAPI framework rules extending `python-general` with routing, async patterns, and performance optimization.

### team-backend

Backend team rules extending `python-general` with REST API patterns, database access, and deployment considerations.

### project-api

Demonstrates multiple parent inheritance with `parents: [team-backend, python-fastapi]`:

- Combines team-specific and technology-specific rules
- Shows priority-based conflict resolution
- Uses `+` prefix to append to parent rules

## Advanced Topics

### Multiple Parent Inheritance

```yaml
parents:
  - high-priority
  - low-priority
```

**Commandments**: All rules from all parents are combined (additive)

**Suggestions**: First parent wins in conflicts; use `+` prefix to append instead of replace

### Server Federation

Configure a master server for distributed scope management:

```bash
export DAIMYO_MASTER_SERVER_URL="http://master.example.com:8000"
```

The system will:

1. Look for scopes locally
2. Look for scopes on the master server
3. Merge both if found in both locations (local extends remote)

### Scope Sharding

The same scope name can exist on both master server and locally. When both exist, they are merged with the remote version as the base and the local version extending it.

### Markdown formatting

Rules are typically rendered in Markdown format. LLMs may take advantage of certain formatting features such as emphasis or code fragments, so feel free to use these when writing rules.

### Jinja2 Templates

Rules and category descriptions support Jinja2 templates for dynamic content based on configuration and scope metadata.

#### Available Template Variables

Templates can access:

- **Configuration**: All `DAIMYO_*` environment variables and settings from `config/settings.toml`
- **Scope metadata**: `scope.name`, `scope.description`, `scope.tags`, `scope.sources`
- **Category info**: `category.key`, `category.when` (in rule text only)

#### Basic Example

**Configuration** (`config/settings.toml`):

```toml
[default]
TEAM_NAME = "Backend Team"
SLACK_CHANNEL = "#backend"
```

**Rules with templates** (`commandments.yml`):

```yaml
python.monitoring:
  when: "When monitoring {{ scope.name }} in {{ scope.tags.env | default('dev') }}"
  ruleset:
    - "Alert {{ TEAM_NAME }} via {{ SLACK_CHANNEL }}"
    - "Log level: {{ LOG_LEVEL }}"
```

**Rendered output** (assuming `scope.tags.env = "production"`):

```markdown
## python.monitoring
*When monitoring my-service in production*
- **MUST**: Alert Backend Team via #backend
- **MUST**: Log level: INFO
```

#### Best Practices

**Always use the `default` filter** for optional variables:

```yaml
- "Use {{ MY_VAR | default('fallback_value') }} for configuration"
```

**Conditionals**:

```yaml
- "{% if scope.tags.env == 'prod' %}Use strict security{% else %}Use standard security{% endif %}"
```

**Multiple variables**:

```yaml
- "Team {{ scope.tags.team }} deploys to {{ scope.tags.region }}"
```

#### Error Handling

If a template references an undefined variable without a default:

**REST API**: Returns 422 Unprocessable Entity

```json
{
  "detail": "Template variable 'UNDEFINED_VAR' is undefined in scope 'my-scope', category 'python.web'\n\nTemplate: Use {{ UNDEFINED_VAR }} here\n\nTip: Use Jinja2 'default' filter: {{ UNDEFINED_VAR | default('fallback') }}"
}
```

**MCP/CLI**: Returns error string with same guidance

#### Use Cases

**Environment-aware rules**:

```yaml
python.deployment:
  when: "When deploying to {{ scope.tags.region }}"
  ruleset:
    - "Deploy to {{ scope.tags.region }} region"
    - "{% if scope.tags.env == 'production' %}Require manual approval{% endif %}"
    - "Notification: {{ SLACK_DEPLOY_CHANNEL | default('#deployments') }}"
```

**Team-specific rules**:

```yaml
code-review:
  when: "When reviewing code for {{ TEAM_NAME }}"
  ruleset:
    - "Review in {{ CODE_REVIEW_TOOL | default('SonarQube') }}"
    - "Require approval from {{ scope.tags.team }} lead"
```

## Plugin System

Daimyo supports plugins (bugyo - 奉行) that extend functionality through callback hooks.

### Using Plugins

#### 1. Install a Plugin

Plugins are installed via pip:

```bash
pip install daimyo-example-plugin
```

#### 2. Enable Plugins

Edit `.daimyo/config/settings.toml`:

```toml
enabled_plugins = [
    "git.*",         # Enable all git plugins
    "fs.*",          # Enable all filesystem plugins
    "example.*",     # Enable all plugins with 'example' prefix
    "git.context",   # Enable specific plugin only
]
```

Wildcard patterns supported:

- `"example.*"` - Enable all plugins starting with "example."
- `"example.context"` - Enable specific plugin only

Note: The `"*"` wildcard to enable all plugins is not supported. You must explicitly specify plugin patterns.

#### 3. Running plugins

Once enabled, plugin callbacks are called on different events. For instance, when providing additional context to the templating system:

```yaml
python.web:
  when: When writing Python web code
  ruleset:
    - Use custom variable: {{ custom_var }}
```

### Official Plugins

Daimyo provides official plugins for common use cases. See the [Plugin Catalog](plugins/README.md) for details.

### Creating Plugins

Each plugin has its own entry point and inherits from a specialized base class depending on its purpose.

#### Context Provider Plugins

Provide template variables for Jinja2 templates:

`my_plugin.py`:

```python
from daimyo.domain import ContextProviderPlugin

class MyPlugin(ContextProviderPlugin):
    @property
    def name(self) -> str:
        return "myplugin.context"

    @property
    def description(self) -> str:
        return "Provides custom context variables"

    def is_available(self) -> bool:
        """Check if plugin can run in current environment."""
        return True

    def get_context(self, scope) -> dict:
        """Provide template variables."""
        return {
            "my_var": "my_value",
            "git_branch": "main",
        }
```

`pyproject.toml`:

```toml
[project.entry-points."daimyo.plugins"]
"myplugin.context" = "my_plugin:MyPlugin"
```

Install and enable:

```bash
pip install -e .
```

Then add to `config/settings.toml`:

```toml
enabled_plugins = ["myplugin.*"]
```

#### Filter Provider Plugins

Provide custom Jinja2 filters and tests:

`my_filters.py`:

```python
from daimyo.domain import FilterProviderPlugin
import os.path

class MyFiltersPlugin(FilterProviderPlugin):
    @property
    def name(self) -> str:
        return "myplugin.filters"

    @property
    def description(self) -> str:
        return "Provides custom Jinja2 filters and tests"

    def is_available(self) -> bool:
        return True

    def get_filters(self) -> dict:
        """Provide custom Jinja2 filters."""
        return {
            "uppercase": lambda s: s.upper(),
            "quote": lambda s: f'"{s}"',
        }

    def get_tests(self) -> dict:
        """Provide custom Jinja2 tests."""
        return {
            "file_exists": lambda path: os.path.exists(path),
            "git_repo": lambda path: os.path.exists(os.path.join(path, ".git")),
        }
```

Use in templates:

```yaml
python.web:
  when: When writing Python web code
  ruleset:
    - Name must be {{ package_name | uppercase }}
    - |
      {% if "." is file_exists %}
      Include tests
      {% endif %}
```

#### Plugin Entry Points

Register plugins in **pyproject.toml**:

```toml
[project.entry-points."daimyo.plugins"]
"myplugin.context" = "my_plugin:MyPlugin"
"myplugin.filters" = "my_filters:MyFiltersPlugin"
```

Each plugin has its own entry point for independent discovery and enablement.

### Rusuiyaku - Workspace-local representative of a daimyo instance

Rusuiyaku (留守居役, "caretaker") describes a daimyo instance that:

- Runs from a local directory without its own rules
- References a master daimyo server for shared rules via `MASTER_SERVER_URL`
- May have project-specific plugins installed and enabled

This is a conceptual description, not a distinct mode - all daimyo instances use the same plugin discovery and enablement mechanism.

## Development

### Running Tests

```bash
pip install -e ".[dev]"
pytest
pytest --cov=daimyo
```

### Code Quality

```bash
mypy daimyo
ruff check daimyo
ruff format daimyo
```

## License

MIT
