Hypothesis-Driven Skill Optimization for LLM Agents

External skills can improve action-oriented LLM agents without changing model weights, but persistent skill updates are risky when they are distilled from sparse or noisy trajectories. A plausible reflection may encode a useful procedure, a spurious shortcut, or a rule that the target executor cannot reliably follow. We propose Hypothesis-Driven Skill Optimization (HDSO), a train-free framework in which both the skill curator and the agent executor are frozen inference endpoints. The curator observes executor traces, proposes a falsifiable hypothesis with an explicit validation plan, instantiates the hypothesis as a candidate skill package, validates the package through paired control/treatment executions, reviews behavior differences, and consolidates only supported candidates into an approved repository. The executor consumes approved skills through progressive disclosure, preserving the executor-only path when no skill is selected. On ALFWorld, HDSO improves executor-only baselines by +6.9 Avg. SR points for Qwen3-8B and +4.0 points for Qwen3.6-27B. Under 20% randomly flipped success/failure feedback during skill discovery and validation, HDSO preserves a +7.1-point gain for Qwen3-8B. Transfer and heterogeneous-pair diagnostics further show that validated repositories can be useful beyond the run that produced them, but cross-model curation succeeds only when curator diagnosis, executor capability, and validation evidence align. HDSO provides an auditable skill lifecycle for frozen action agents rather than an unconstrained memory accumulation procedure.