arXiv:2607.17082v2 Announce Type: replace-cross Abstract: Large language model agents solve tasks by generating trajectories that interleave planning, tool calls, and intermediate results. Current evaluation metrics reduce such a trajectory to a binary success flag, compare it against a reference by exact matching, or delegate judgment to another language model. A success flag cannot distinguish a sound solution from one that succeeds by luck, and says nothing about why a failed run went wrong. Exact matching penalizes plans that are valid but reordered or decomposed differently from the reference. We reframe trajectory evaluation as a distance between the agent's execution graph and a set of valid solution graphs, and instantiate it via an unbalanced fused Gromov-Wasserstein transport problem over attributed dependency graphs. The resulting score, termed OTAP (Optimal Transport for Agentic Planning), is a pseudo-metric that is provably invariant to dependency-preserving reorderings and has bounded sensitivity to redundant steps. Its unbalanced marginals handle missing or hallucinated steps without forcing a match, and its soft coupling accommodates variation in plan granularity. On controlled perturbations and three public benchmarks, OTAP separates valid from invalid trajectories in a regime where semantics-only metrics score below chance. Its advantage tracks the fidelity of the dependency graph: largest where edges follow from operator semantics, smallest where they are inferred from free text. Where a formal verifier exists, strict surface metrics predict validity better than OTAP does, which places OTAP in open-ended domains where no verifier is available.