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# Secret rotation runbook (Phase 5)
Rotation cadences per secret type. All rotation is automated via Infisical;
this runbook covers the manual verification and DR procedures.
## Rotation schedule
| Secret | Cadence | Method |
|--------|---------|--------|
| OpenRouter API key | 90 days | Infisical rotation policy → update `OPENROUTER_API_KEY` env |
| MCP bearer token | 30 days | Infisical random password generation |
| Approval HMAC secret | 90 days | Infisical random password generation |
| Matrix access token | 90 days | Manual (Matrix does not support automated rotation) |
| Age DR key (SOPS fallback) | Never | Static — stored offline for DR only |
## How to rotate a secret
### Automated (Infisical)
```bash
# Secrets managed by Infisical rotate automatically per the policy above.
# To force an immediate rotation:
infisical secrets rotate --project-id $INFISICAL_PROJECT_ID \
--secret-name <secret-key> --env dev
# Verify the new value is available:
oikos secret list
```
### Manual (SOPS fallback)
```bash
# If Infisical is unavailable, use the SOPS DR fallback:
sops -d secrets/<name>.yaml
# To rotate a SOPS secret:
sops -e --in-place secrets/<name>.yaml # edit in place
```
## Rotation verification
After any rotation, verify the consuming services still work:
```bash
# 1. OpenRouter key: test Hermes query
curl -s -X POST http://localhost:8092/query \
-H "Content-Type: application/json" \
-d '{"query":"fleet health"}'
# 2. MCP bearer token: test MCP connection
curl -s -X POST http://localhost:8092/query \
-H "Content-Type: application/json" \
-d '{"tool":"list_entities","args":{"limit":1}}'
# 3. Approval HMAC: create a test execution
curl -s -X POST http://localhost:8092/query \
-H "Content-Type: application/json" \
-d '{"query":"restart caddy"}'
```
## Disaster recovery
If Infisical is completely unavailable:
```bash
# 1. Export SOPS DR fallback
oikos secret export-sops > /tmp/sops-dr-backup.txt
# 2. Configure services to use SOPS fallback
# Set OIKOS_SECRETS_DIR=/opt/homelab-context/secrets
# This switches the secrets manager to SOPS-only mode.
# 3. Restart services
docker compose restart api hermes notifier scheduler
```
## Restore drill
Run monthly:
```bash
# 1. Export all secrets from Infisical
oikos secret list
# 2. Simulate Infisical outage: stop the container
docker compose stop infisical
# 3. Verify SOPS fallback works
OIKOS_SECRETS_DIR=./secrets oikos secret list
# 4. Restore Infisical
docker compose start infisical
sleep 5
# 5. Verify Infisical primary works again
oikos secret list
```
## Changelog
### 2026-07-07 — initial rotation runbook
Phase 5 rotation cadences, verification steps, and DR restore drill.