audette-equipment-survey

name	audette-equipment-survey
description	Extracts building equipment data from project documents (PCNA, CNA, iAuditor reports, equipment survey forms) and submits a structured equipment survey to Audette, triggering re-modelling of the building's carbon reduction plan. Use whenever the user wants to fill out an equipment survey, add equipment data to a building in Audette, submit HVAC details, or update building systems. Triggers on: "add equipment data for [property]", "fill in the equipment survey", "submit HVAC info to Audette", "update [property]'s systems", "extract equipment from the PCNA". Also use proactively when the user shares a PCNA, CNA, or iAuditor report and a building already exists in Audette for that property.
version	1.0.0
requires	["audette-mcp"]

Audette Equipment Survey

Read property documents, extract building equipment details, map to Audette's schema, confirm with the user, and submit — triggering a fresh model run.

Required: Audette MCP

---

Step 1: Pre-flight

Read .audette-config.json. If missing, tell the user to run workspace-setup first.

Call switch_customer_account with audette_account.uid.

Identify the target building from buildings[] by name, or ask the user. Note the building_model_uid.

---

Step 2: Check Existing Survey

Call get_equipment_survey with the building_model_uid.

If a survey already exists, show a summary of the populated sections and ask:

"An equipment survey already exists for this building. Update specific sections, or replace entirely?"

⚠️ Never assume an existing survey is correct — audit its *_size units first. Earlier runs (and imports) stored the WRONG units in *_size fields — kW, kW-scaled, or tank volume in litres/gallons — which silently corrupt the whole energy model. Before treating a stored survey as usable, sanity-check every size against the tons rule (see "Unit conversions" below):

• a domestic_hot_water_heater_size that equals tank litres/gallons (e.g. 169 for ~45-gal tanks) is wrong;
• a terminal_heater_size/_cooler_size far below the load the equipment implies (e.g. 268 when 254 units × 36 MBH ÷ 12 ≈ 762 tons, or 199 when the DX load is 565 tons) is kW-scaled, not tons.

When a stored size fails the check, re-derive it in tons and OVERWRITE the survey via submit_equipment_survey — do not carry the bad value forward, and do not report the survey as "already correctly sized." A complete survey in the wrong units is worse than none.

If updating, focus extraction on the sections the user wants to change.

If this is a first submission, continue with full extraction.

---

Step 3: Extract Equipment Data

Read source documents. Consult:

• references/equipment-schema.md — full field list and valid enum values
• references/terminology-map.md — translate document language into Audette enum values
• references/audette-topology.md — how each equipment type drives the energy model (multipliers, fuel resolution, rooftop detection mapping, common pitfalls)
• references/submission-guide.md — exact call format, complete payload template, all 15 API validation rules, valid system combinations, error handling — read this before Step 5

Determine primary heating fuel first (topology doc Section 1) — it affects every downstream calculation. Use the fuel resolution priority rule before proceeding to other sections.

Document priority

Document type	Best for
iAuditor / site survey	Most reliable — direct observation. Equipment type, install year, condition.
PCNA / CNA	HVAC type, boiler/chiller size, DHW, elevators
Equipment survey forms	Model numbers → infer type and capacity
Offering memoranda	High-level system descriptions — verify against PCNA

What to extract (section by section)

Work through each section of references/equipment-schema.md. For each:

1. Search documents for relevant equipment
2. Map terminology using references/terminology-map.md
3. Record the value and source (document + page/section)
4. If a field can't be found: leave it null. Don't guess silently — flag it for the user.

Start with _exists flags — they determine whether the rest of a section matters.

Air handling: Look for "AHU", "MAU", "makeup air", "ERV", "HRV", "DOAS", "exhaust fan". Note heating/cooling integration and supply airflow rate (CFM).

Central plant heater: Look for "boiler", "furnace". Note fuel type, efficiency (AFUE), brand. Note distribution: baseboard, fan coil, VAV. Check for district heat connections. Note capacity — submit in ton-equivalents (do not convert to kW).

Central plant cooler: Look for "chiller", "cooling tower", "condenser water loop". Note tonnage — submit in tons (do not convert to kW).

Central plant heat pump: Look for central-plant-level heat pumps (not suite mini-splits). Note ASHP vs. GSHP. Note capacity — submit in ton-equivalents (do not convert to kW).

Domestic hot water: Look for "DHW", "water heater", "hot water tank". Note fuel, central vs. suite-level. Note capacity as a ton-equivalent (see the note on DHW below — this is the heater's thermal capacity, not tank volume).

Rooftop units: Look for "RTU", "packaged unit on roof". Note heating fuel and whether cooling is DX. Note supply airflow if documented.

Terminal cooler: Look for suite-level or zone-level cooling-only equipment — PTACs, window ACs, split ACs. Distinct from heat pumps.

Terminal heater: Look for suite-level or zone-level heating-only equipment — electric baseboards, unit heaters, gas PTACs. Note capacity — submit in ton-equivalents (do not convert to kW).

Distributed heat pumps: Look for "mini-split", "ductless heat pump", "water loop heat pump", "WLHP". Note COP if in specs. Note whether heat pumps handle all heating/cooling load or share it with another system (→ load_ratio).

Visual identification from rooftop imagery: Arrays of small gray boxes along the roof centerline typically indicate split_air_source_heat_pump systems. Count of boxes ≈ number of suites served.

Other equipment: Check for laundry facilities (washer/dryer type, common or in-suite), elevators (count, approximate install year), escalators, rooftop solar PV (kW nameplate).

Generic HVAC: Note anything that doesn't fit the above — radiant panels, pool heating, district energy connections, unit heaters on a separate loop. Every field is required; see references/equipment-schema.md for the full generic structure.

Unit conversions

From	To	Multiply by
MBH	tons	÷ 12
BTU/h	tons	÷ 12,000
kW	tons	÷ 3.517
gallons	litres	× 3.785 (tank volume only — see DHW note below)

All heating, cooling, and DHW capacity sizes (central_plant_cooler_size, central_plant_heater_size, central_plant_heat_pump_size, terminal_cooler_size, terminal_heater_size, terminal_heater_cooler_size, heat_pump_size, domestic_hot_water_heater_size) must be submitted as ton-equivalents — never kW, never litres/gallons. Per Christopher (2026-07-16): "all heating cooling and DHW size must be converted to ton equivalents." This overrides ANY reference doc (references/equipment-schema.md, references/submission-guide.md, references/audette-topology.md, references/terminology-map.md) that shows kW, litres, or gallons for these *_size fields — if you see that, the reference doc is stale, not the requirement.

DHW note: a DHW heater's nameplate/recovery capacity is a thermal rating (BTU/h or kW input) — convert that to tons the same way as any other heating capacity, and prefer this whenever it's documented. Rule of thumb when only tank volume is known (no nameplate/recovery rating in the source): tons ≈ gallons ÷ 40 (litres ÷ 151), based on typical storage water heater sizing (~4.5 kW element per 40–50 gal tank ≈ 1 ton per ~40 gal, for both electric and gas storage units). Flag when this fallback was used instead of an actual nameplate rating, so it's distinguishable from a documented value.

Decrypting password-protected PDFs

If the Read tool fails on a PDF:

pip install pikepdf --break-system-packages
python3 -c "
import pikepdf, sys
src = sys.argv[1]
dst = src.replace('.pdf', '_decrypted.pdf')
pikepdf.open(src, password='').save(dst)
print(f'Decrypted → {dst}')
" "<path>"

---

Step 4: Confirm with the User

Present a summary table before submitting anything:

Building: [Name] ([building_model_uid])
Existing survey: [Yes — submitted YYYY-MM-DD] / [None]

Extracted equipment:

Section               | Field                        | Value              | Source
----------------------|------------------------------|--------------------|------------------
central_plant_heater  | type                         | gas_boiler         | PCNA p.14
central_plant_heater  | terminal_units               | baseboards         | PCNA p.14
central_plant_heater  | size                         | 30 tons (3×120 MBH ÷ 12) | PCNA p.14
central_plant_heater  | install_year                 | 1994               | PCNA p.14
domestic_hot_water    | type                         | gas_heater         | PCNA p.15
domestic_hot_water    | central_distribution         | true               | PCNA p.15
...

⚠️ Not found — please supply or confirm null:
  - air_handling_equipment type
  - heat_pump COP values

Ask the user to confirm or correct before proceeding. For ambiguous fields, ask directly rather than making a silent choice.

---

Step 4b: Pre-validate Against API Rules

Before submitting, verify the payload does not violate the 15 API validation rules listed in references/submission-guide.md. Key checks:

1. domestic_hot_water_heater_exists must be true — API always requires DHW
2. central_plant_cooler and terminal_cooler are mutually exclusive — pick one
3. central_plant_heater and terminal_heater are mutually exclusive — pick one
4. At least one of air_handling_equipment_exists or rooftop_unit_exists must be true
5. If rooftop_unit_exists = true, rooftop_unit_cooling_type must be provided
6. If heat_pump_type = "water_loop_heat_pump", a boiler must exist (Rule 13) and no chiller (Rule 14)
7. Furnace types conflict with: unit heaters, baseboards, central cooling, most AHU types (Rules 9–12)

Flag any conflicts in the confirmation table and ask the user to resolve before submitting.

Step 5: Submit

Call submit_equipment_survey with the building_model_uid and the complete equipment_survey dict.

Every top-level section must be present, even if _exists is false (set all other fields to null).

Use the empty template from references/equipment-schema.md as a starting point and fill in confirmed values.

For generic_hvac_equipment: pass [] if no generic equipment. If items exist, all fields are required and non-nullable — omit the entry entirely rather than passing null values.

Re-modelling is triggered automatically on successful submission.

---

Step 6: Confirmation

Equipment survey submitted.

  Building:     [building_name]
  Sections:     [list of sections where exists=true]
  Re-modelling: triggered — updated carbon plan will be available shortly

[If any sections were null:]
  Not provided: [list] — these can be updated later by running this skill again.

Next steps:
  1. Energy data     → audette-energy-data
  2. Full report     → report

---

Error Handling

MCP rejects the survey

Audette rejected the survey: [error]. This usually means an invalid enum value or a required field is missing. Check the field named in the error and resubmit.

Equipment found in documents but type is ambiguous

I found [description] in [source]. This could be [option A] or [option B]. Which is correct?

No source documents found

No PCNA, CNA, or equipment survey documents found in this workspace. Please add the relevant files and try again — or answer the questions manually.

---

Rules

• Always call switch_customer_account before any MCP calls
• Always check for an existing survey before extracting
• Never submit without user confirmation (Step 4)
• Never invent equipment not mentioned in source documents — null is better than a wrong value
• Every section must be in the payload; omitting sections causes API errors
• Flag all ambiguous values in the confirmation table rather than silently choosing
• For generic_hvac_equipment, all fields are required and non-nullable — omit the entry rather than passing nulls