With Tools or Because of Tools? Tracing Capability Gains in Multimodal Agents

arXiv:2606.02357v3 Announce Type: replace-cross Abstract: Tool-augmented multimodal agents show strong benchmark gains, often taken as evidence that agents have learned to use tools. We argue that this interpretation can be premature: a tool-call trace alone does not show whether the tool supplied answer-critical information. We study two representative ``thinking with images'' agents, Thyme and DeepEyesV2, across real-world understanding, OCR, chart understanding, and mathematical reasoning. Each agent is compared with its Tool-Free counterpart and with a Pure-Text Reasoner trained from the s

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