Building Setup

Building Setup

You are creating the Audette building(s) for one asset. This workflow gathers evidence, detects footprints, creates the building(s) in Audette, and verifies + persists the account/property linkage so future threads bind correctly. It ends when the asset is linked to correctly-created Audette building(s) backed by an enriched, cited building profile.

Out of scope (separate skills): equipment surveys (the Audette audette-equipment-survey skill — bundled with the Audette MCP — owns the schema + tons units; use it once buildings exist), energy-data compilation, full report generation.

Method

Step 1 — Resolve account context

Call switch_customer_account to the portfolio's Audette account before touching anything else. If the asset already has an audette_property_id, verify it resolves on that account — do not trust a stored UID blindly. If it doesn't resolve (wrong account, stale link), surface the mismatch to the user and treat the linkage as unverified rather than proceeding as if it were good.

Step 2 — Evidence gathering

Pointer: see references/evidence-gathering.md for the full recipes.

Consolidate ONE cited building profile from three sources, in authority order: documents > listings/records > general web:

1. Documents (highest authority) — search_documents + reading the asset's files.
2. Lease listings (lease specs, tenancy, and lease structure) — brave-search on CRE listing sites.
3. General web — brave-search broadly (assessor records, owner sites, permits, news).

Every field in the profile carries provenance (source + retrieval date). Conflicts between sources are surfaced, not silently overwritten — conflicts are reported to the user rather than silently resolved by picking a winner yourself. Gaps stay unknown; never invent a value that isn't backed by a document, listing, record, or Audette.

Step 3 — Footprint detection

Always detect footprints before creating anything in Audette:

1. list_buildings — check for existing footprints first.
2. Else overture__nearby_buildings(lat, lon, radius_m=120) — pull candidate footprints from Overture.
3. save_building per footprint returned, marking the largest footprint is_primary.
4. If Overture returns nothing, fall back to a single point-footprint for the asset's address.

Step 4 — Create Audette building(s)

• Single footprint → one building, named after the asset.
• Multiple footprints → one building per footprint, named "<asset> — Bldg N", passing height/floors/class from the saved footprint plus the Step-2 profile specs wherever Audette accepts them.

Step 5 — Verify + persist linkage

Confirm each created building UID resolves on the account, then auto-link the asset by writing the PROPERTY UID back to audette_property_id via update_asset_fields (this now persists — audette_property_id is an allowed field — so no manual linking step is needed):

• Write the Audette property_uid that groups the building(s) — the one returned/used by create_property_for_building / assign_property_to_building, NOT a building_model_uid. This holds for single and multi-building alike — even one building belongs to a property.
• ⚠️ Never write a building UID into audette_property_id. A property is not a building; downstream tools that treat audette_property_id as a property (get_property, list its buildings) will 404 if it's a building UID. Record the individual building_model_uids in metadata.audette_building_uids for the roster instead.

This closes the mid-session/stale-link failure mode so the next thread binds correctly at session-create — and the asset is linked automatically at the end of setup.

Step 6 — Calibration check (mandatory before declaring setup complete)

A created building is a PHYSICS MODEL until it is checked against real consumption. Never end setup without one of these two outcomes recorded:

1. Utility data available (ESPM link, uploaded bills, or an EPA energy export on the asset): compare the model's first-year total — get_building_model_report → baseline_crp.first_year_energy_consumption_total (kWh) — against the actual annual whole-building consumption for the most recent complete year.
   • Within ±15% → record metadata.audette_calibration = {status:'calibrated', modeled_kwh, actual_kwh, delta_pct, actuals_source, checked_at} via update_asset_fields.
   • Outside ±15% → do NOT silently accept. State the delta, check the usual causes in order (GFA basis wrong, vacancy mismatch, equipment survey gaps, actuals that are themselves bad — Audette's own QA has found "assured" actuals wrong at portfolio scale), fix what is fixable (equipment survey, GFA), re-check once, and record status:'miscalibrated' with the residual delta + suspected cause if still outside. A miscalibrated model is usable for screening but NOT for capital planning — say so.
2. No utility data → record status:'uncalibrated (physics-only)' with a one-line note of what data would calibrate it. Every downstream consumer (RSRA, portfolio-analysis, decarb-plan P2) reads this field instead of assuming the model was ever validated.

decarb-plan's P2 (2B baseline+calibration) performs the deeper, locked calibration for capital planning — this step is the earlier, cheaper tripwire so an uncalibrated model never travels unlabeled.

Guardrails

• No fabrication — every profile attribute comes from a document, listing, record, or Audette; unknown stays unknown and is flagged, never invented.
• Provenance on every field — source + retrieval date, always.
• Conflicts surfaced, not overwritten — reconciliation reports disagreements for the user to adjudicate.
• Footprints before creation — never create a building in Audette without completing Step 3 first.
• Linkage integrity — never trust a stored audette_property_id that doesn't resolve on the current account.

Degraded modes

• Audette connector expired/degraded — stop at Step 1 and tell the user to reconnect; never create buildings against a dead or unverified account.
• Overture returns nothing — use the single point-footprint fallback (Step 3).
• No documents and no web coverage — proceed with whatever resolves, flag the profile as thin; do not invent specs to fill it out.
• Linkage write errors — update_asset_fields DOES persist audette_property_id (it is an allowed top-level field), so auto-link by default (Step 5). Only if the write returns an actual error: retry once, then report the property UID for manual linking and flag the failure. Do not skip auto-linking pre-emptively — the "can't persist" limitation no longer applies.