When Tools Hurt LLM Reasoning: State-Dependent Belief Revision under External Evidence

Yufeng Zhao, Junnan Liu, Hongwei Liu, Dongsheng Zhu, Yuan Shen, Songyang Zhang, Kai Chen


Abstract
Tool use is often assumed to monotonically improve reasoning, where external evidence is expected to help when relevant and be ignored when irrelevant. We show that this assumption fails in a state-dependent way. Across benchmarks with Python and Wikipedia tools, external evidence reliably helps when initial beliefs are weak, but can flip already-correct answers when those beliefs are strong. We frame this as a misallocation of revision authority, arguing that deferring to external evidence is suboptimal when internal support for the correct answer surpasses the tool’s expected output quality. This predicts that harm should concentrate on high-confidence no-tool cases. We test this prediction with threshold localization, wrong-trace audits, and a same-clue intervention showing that revision framing changes the damage caused by misleading evidence. These findings suggest that mixed no-tool/tool-assisted inference should arbitrate authority rather than privilege tool evidence by default. As a minimal demonstration, we introduce CASE, a label-free controller that selects between no-tool and tool-assisted trajectories using answer-state certainty and improves over existing confidence-based arbitration baselines.
Anthology ID:
2026.findings-emnlp.446
Volume:
Findings of the Association for Computational Linguistics: EMNLP 2026
Month:
October
Year:
2026
Address:
Budapest, Hungary
Editors:
Hung-Yi Lee, Sunipa Dev, Jessy Li, Desmond Elliott
Venue:
Findings
SIG:
SIGDAT
Publisher:
Association for Computational Linguistics
Note:
Pages:
9361–9385
Language:
URL:
https://aclanthology.org/2026.findings-emnlp.446/
DOI:
Bibkey:
Cite (ACL):
Yufeng Zhao, Junnan Liu, Hongwei Liu, Dongsheng Zhu, Yuan Shen, Songyang Zhang, and Kai Chen. 2026. When Tools Hurt LLM Reasoning: State-Dependent Belief Revision under External Evidence. In Findings of the Association for Computational Linguistics: EMNLP 2026, pages 9361–9385, Budapest, Hungary. Association for Computational Linguistics.
Cite (Informal):
When Tools Hurt LLM Reasoning: State-Dependent Belief Revision under External Evidence (Zhao et al., Findings 2026)
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PDF:
https://aclanthology.org/2026.findings-emnlp.446.pdf