The Illusion of Visual Tool-Use: A Causal Audit of Thinking with Images
Summary
This paper audits visual tool-use in multimodal LLMs via causal interventions, revealing that returned observations often lack causal effect despite aggregate accuracy gains. It identifies failure modes like 'Calling Without Looking' and 'Looking Without Planning', introducing the concept of the 'illusion of visual tool-use'.
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Paper page - The Illusion of Visual Tool-Use: A Causal Audit of Thinking with Images
Source: https://huggingface.co/papers/2608.06270
Abstract
Visual tool-use in multimodal LLMs often lacks causal effectiveness, with returned observations frequently failing to influence answers or being used incoherently despite aggregate accuracy improvements.
The “thinking-with-images” paradigm equipsmultimodal LLMswith active visual operations such as crop-and-zoom. However, models using these operations often achieve only marginal or negative gains over direct inference at substantially higher token cost. They may also repeatedly crop irrelevant regions and fail on questions that direct inference answers correctly. We ask whether the returned visual evidence causally affects the answer. To answer this question, we formulatevisual tool-useas acausal graphthat separatesobservation-mediated pathsfromaction-induced shortcuts. We then audit it through interventions at the three levels: policy (comparing tool-use with direct inference), trajectory (corrupting all observations during rollout), and step (counterfactually replacing one individual observation under a fixed prefix). Our step-level estimand,Visual Evidence Gain, isolates the contribution of each returned observation. Across six representative models and five fine-grained perception benchmarks, we uncoverpolicy miscalibrationwith two failure modes. InCalling Without Looking, returned observations have no causal effect on the answer. InLooking Without Planning, observations are informative but the call schedule is incoherent. A trajectory-level diagnostic decomposes the policy-level accuracy gain and shows that the gain is concentrated in a Calibrated minority. We term this discrepancy theillusion of visual tool-use: despite aggregate accuracy gains,visual tool-useis not causally effective across a broad range of rollouts. The code is available at https://github.com/OpenCausaLab/CauAudit.
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