Outcome-Aware Tool Selection for Semantic Routers: Latency-Constrained Learning Without LLM Inference

Tool-augmented LLM agents increasingly access the same tool type through multiple functionally equivalent providers, such as web-search APIs, retrievers, or LLM backends exposed behind a shared interface. This creates a provider-routing problem under runtime load: the router must choose among providers that differ in latency, reliability, and answer quality, often without gold labels at deployment time. We introduce LQM-ContextRoute, a contextual bandit router for same-function tool providers. Its key design is latency-quality matching: instead of letting low latency offset poor answers in an additive reward, the router ranks providers by expected answer quality per service cycle. It combines this capacity-aware score with query-specific quality estimation and LLM-as-judge feedback, allowing it to adapt online to both load changes and provider-quality differences. On the main web-search load benchmark, LQM-ContextRoute improves F1 by +2.18 pp over SW-UCB while staying on the latency-quality frontier. In a high-heterogeneity StrategyQA setting, LQM-ContextRoute avoids additive-reward collapse and improves accuracy by up to +18 pp over SW-UCB; on heterogeneous retriever pools, it improves NDCG by +2.91--+3.22 pp over SW-UCB. These results show that same-function tool routing benefits from treating latency as service capacity, especially when runtime pressure and provider-quality heterogeneity coexist.

Tool retrieval is a critical bottleneck for LLM-based agents operating over large, heterogeneous API ecosystems. Existing approaches face an inherent trade-off: semantic retrievers are fast but suffer from the semantic-functional gap, while execution-based validation improves precision at the cost of prohibitive latency. We propose Lookahead-R, a planning-based framework that reformulates tool retrieval as a resource-constrained sequential decision-making problem. At its core, Lookahead-R introduces a lightweight execution-aware surrogate world model that jointly predicts tool execution success, latency cost, and semantic utility---without invoking real APIs. This world model drives a cost-sensitive, uncertainty-guided Monte Carlo Tree Search that navigates the tool space under strict budget constraints. Evaluated on the large-scale ToolBench benchmark, Lookahead-R achieves a superior accuracy-efficiency trade-off across all test scenarios. On the most challenging I3 split, it attains an NDCG@5 of 91.40%, outperforming the state-of-the-art ToolGen (90.16%) by 1.24%. Ablation studies confirm that explicit latency modeling is the key discriminative signal for identifying high-quality tools under resource constraints.

The rapid development of large language models, each with distinct capabilities and inference costs, raises a practical deployment question: given an incoming request, which model should handle it? We present OrcaRouter, a production-oriented LLM router that combines a LinUCB-based contextual bandit over lexical and sentence-embedding features with a hybrid offline-online learning protocol. Offline, OrcaRouter obtains full-information feedback by evaluating each candidate model on a curated set of routing prompts, yielding a reward matrix used to fit one ridge regressor per arm. At deployment time, it initializes from these parameters and can optionally continue learning from bandit feedback, updating only the selected model's arm after observing its reward. At the time of our RouterArena submission (May 20, 2026), OrcaRouter-Adaptive ranked second on the public RouterArena leaderboard with an arena score of 72.08, achieving 75.54% accuracy at a cost of USD 1.00 per 1,000 queries.